STRATEGY CONSULTING FOR

ASSET MANAGERS

Chestnut guides asset managers through the rapidly changing and challenging industry landscape

OUR Services

Products & Solutions

We provide thoughtful reviews of product lines, positioning, and the design and evaluation of solutions capabilities

Distribution Strategy

We recommend team and organization structure, custom market research, sales roadmaps and segmentation

M&A Strategy

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

Brand Strategy

We help you define your firm’s value proposition, create valuable messaging, and grow marketplace visibility via thought leadership and brand building

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 InstituteTM

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

OUR FIRM

Chestnut Advisory Group is a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Since its founding in 2013, our deeply experienced team of industry practitioners has provided bespoke advisory services in the areas of growth strategy, M&A, products and solutions, brand, implementation and distribution leadership coaching and training.

OUR INSIGHTS

Webinar

Webinar

The Chestnut Solutions Institute hosted a public webinar with three leading OCIO search consultant as part of the Institute's mission to help educate and inform investors and other solutions industry professionals.  It is a lively, informative discussion of key issues...

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Webinar

Article

As the OCIO market continues to expand with an ever-wider range of providers and capabilities to choose from, investors are increasingly retaining third-party evaluators, also known as OCIO search consultants, to help them evaluate and select OCIO providers. Please...

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Webinar

Webinar

Chestnut's Ravi Venkataraman discusses key issues facing the OCIO and Solutions Industry with Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, Dan Farley, Chief Investment Officer - Investment Solutions at State Street Global Investors, and...

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OUR latest INSIGHTS

Defining Investment Solutions

Chestnut’s Ravi Venkataraman discusses key issues facing the OCIO and Solutions Industry with several experts from Moran Stanley Wealth Management, State Street Global Investors, and Mercer.

Why Trust Matters

To help investment managers navigate this difficult marketplace, Chestnut is going Back to
Basics, examining the research insights we’ve found are the key to successful growth.

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