Advisory Services for Asset Managers

The Cardinal Partners Global offers comprehensive advisory services to help asset managers achieve their goals to improve, enhance and grow their businesses. We draw on decades of experience in both direct line management and strategic consulting at industry-leading global firms.  We offer market data-based insights, actionable recommendations, and a specific workplan tailored to our clients’ objectives and culture.

Our advisory services include:

• Growth strategies and business expansion

• Global market entries

• Distribution strategies and implementation

• UCITS/AIF platform consulting

• Organizational design

• Critical staffing

• Acquisition due diligence

• Joint venture / strategic alliance management

• Medium- to long-term strategic planning