Strategy & Positioning

We advise investment managers, corporates and institutions on the design and positioning of their strategies and on expansion into new markets.

Drawing on our experience as an investor and adviser in private markets, we provide an independent view of how an offering is likely to be received and how it can be strengthened.

For clients entering new markets, we assess the investor, regulatory and competitive landscape, identify local partners and advise on the most appropriate entry route, supported by the local knowledge of our global network.

Areas of expertise include:

  • Investment strategy design and refinement

  • Independent strategic due diligence from an investor’s perspective

  • Value proposition and competitive positioning

  • Benchmarking of terms, fees and governance

  • Market entry strategy and route-to-market analysis

  • Identification of local partners and strategic relationships

  • Growth strategy for new products, strategies and geographies

Our Network

We leverage a global network spanning more than 20 locations, combining our own institutional investor relationships with the local knowledge of our partner offices, board members and industry advisers.