Haven Green Consulting

Haven Green Consulting can take advantage of increasing headwinds for investment managers to establish a successful long-term business

  • Haven Green consulting is different through its specialist focus on investment management, with all team members having worked in the industry for decades.

  • We are focused on strategic engagements, particularly in proposition and product development.

  • This means our targeted engagements are as much our strength as partnering with others to deliver large scale implementations.

How are we different?

Key Advantages

  • Specialist Expertise

    The team possesses complementary skills essential for sustaining and building a competitive advantage in asset management.

  • Experience

    The team has decades of experience building, running, and advising investment managers across the value chain, from market-leading distribution to FinTech.

  • Engagement

    Senior team members remain involved in not just advising but also supporting execution and ongoing delivery

  • Network

    Our team's experience provides access to a global network of capabilities including top-tier designers and regional advisors who can facilitate introductions to new markets.

We support initiatives from developing new strategies to executing crucial tasks effectively.

Strategic Advisory

  • Strategic performance improvement

  • Strategic M&A

  • New market entry

  • Digital and innovation strategy

  • Operating model / unit review

Product and Proposition

  • New product structuring

  • Product review and definition

  • Digital product development

  • Proposition analysis and enhancement

Project / Product Execution

  • Interim product management

  • Programme oversight and delivery

  • Product build (in partnership)

Established Investment Management Businesses

Strategic Advisory

  • Business expansion

  • M&A advisory

  • New market entry

  • Capital structuring and raising

  • Strategic partnership advisory

Product and Proposition

  • Product analysis and enhancement

  • New product development

  • Proposition validation and development

Project / Product Execution

  • Interim product management

  • Programme oversight and delivery

  • Product build (in partnership)

  • Ongoing senior advisory roles

Sustainability-focused businesses, growth businesses and fintech

Benefits to Partners

Reduced cost compared to direct hiring of resources and less time spent on non-investment processes.

Reduced time to market for new products and business launches.

Access to expert advisors globally to support business evolution and innovation, including new propositions.