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

Article

Article

In our recent conversations with over 100 solutions industry business leaders including OCIOs, multi-asset solutions providers, consultants, sub-advisory asset managers and search consultants - we confirmed the enormous growth opportunity facing the industry and...

read more
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

OUR INSIGHTS

Article

Article

In our recent conversations with over 100 solutions industry business leaders including OCIOs, multi-asset solutions providers, consultants, sub-advisory asset managers and search consultants - we confirmed the enormous growth opportunity facing the industry and...

read more
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

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Launch of the Chestnut Solutions Institute Announced