Preparing investment managers to become partners

The managers, from seven different countries had, without exception, been educated at the world’s top business schools.

A global asset management firm

We had been contracted to develop 21 senior managers in a global asset management firm. The managers, from seven different countries had, without exception, been educated at the worlds top business schools and had passed through jobs with the leading names in the financial services industry.

Their impeccable technical calibre of each individual had propelled this this far but to make the next steps to Partner they needed to find their voices in the way that they made investment cases not only to clients but also to the existing partner team.

Each also needed to develop a leadership style that would enable them to engage their highly intelligent junior members of staff who needed to stay motivated to do research and admin work of the highest quality – even when it was highly repetitious.

We ran the development process was in Amsterdam and New York over a period of 6 months. By the end participants reported being able to handle high value, high pressure situations with senior people more confidently. Many also reported having developed ways of having very difficult team conversations in ways that boosted performance and motivation levels.