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
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,...
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...
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...
OUR INSIGHTS

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,...

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...

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...