GrowTH STRATEGY CONSULTING FOR ASSET MANAGERS

Chestnut guides asset managers through the rapidly-changing industry landscape. Our solutions help our clients get where they want to go.

OUR Services

Product Strategy

We provide thoughtful reviews of product lines, rationalization, development, and prioritization

Distribution Strategy

We recommend team and organization structure, market analysis, planning by region or segment,  and custom sales roadmaps

M&A Strategy

We help identify best-fit acquisition targets, analyze disposition candidates, and offer post-acquisition integration planning

Brand Strategy

We define your firm’s value proposition, identify target investors and their needs, and create valuable messaging and marketing plans

Implementation and Coaching

We assist in implementing go- to-market strategies, coaching distribution leaders, and designing programs to help you build trusted client relationships.

Chestnut Solutions Institute TM

Our Institute is the preeminent peer forum for the asset management solutions
industry. Learn more

OUR FIRM

Chestnut is a boutique growth strategy consultant dedicated to asset managers and OCIOs. We are a women-owned, practitioner-led firm and our advisors are a team of deeply experienced industry professionals.

OUR INSIGHTS

Article

Article

Increasingly, what investors want are holistic solutions to help them achieve their investment goals.  As a result, the solutions industry is currently experiencing explosive growth.  There are many types of investment solutions being offered today.  In this article,...

read more
Webinar

Webinar

Samantha Davidson of Mercer joins us to discuss the top factors creating world-class, client-centered solutions, and how Mercer has implemented them. Please fill out the form below to hear our discussion. Shortly after submitting you will receive an email with a link...

read more
Article

Article

Back to Basics: Client Experience Investment managers beginning the 2023 business year are facing the continuation of an intensely turbulent marketplace. As investor confidence remains under pressure, Chestnut’s Back to Basics series continues examining the research...

read more

OUR INSIGHTS

Article

Article

Increasingly, what investors want are holistic solutions to help them achieve their investment goals.  As a result, the solutions industry is currently experiencing explosive growth.  There are many types of investment solutions being offered today.  In this article,...

read more
Webinar

Webinar

Samantha Davidson of Mercer joins us to discuss the top factors creating world-class, client-centered solutions, and how Mercer has implemented them. Please fill out the form below to hear our discussion. Shortly after submitting you will receive an email with a link...

read more
Article

Article

Back to Basics: Client Experience Investment managers beginning the 2023 business year are facing the continuation of an intensely turbulent marketplace. As investor confidence remains under pressure, Chestnut’s Back to Basics series continues examining the research...

read more

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The Chestnut Solutions Institute TM is launching this Spring.