This large well known European insurance company was keen to offer asset management products to third party clients.
• Assessment of presentation and interviews with investment and client servicing teams in three European hubs.
• Advice on strengths and weaknesses against peers.
• Assessment of market potential for each product.
• Identification of flagship products.
• Advice on optimisation of interface between investment teams and local client servicing processes.
• Advice on structuring.
Results for the client:
• Advice on go – no go for global CEO.
• Concrete and actionable implementation program (incl. staffing and legal structuring for key countries).