Competitive investment returns and strategies start conversations:

We work with public and private fixed income managers to turn their investment expertise into business-building conversations.

What's happening in your business?

Stalling Growth

New Strategy

New Region/ Channel

Doing More With Less

OrganizationalChange

Start-up to mature, we help you develop tools and strategies to drive your business forward:

• Powerful first impressions

• Winning presentations

• Productive consultant dialogues

• Informative client interactions

• Engaging thought leadership

"We worked with Tom over several months where he was the Global Head of Fixed Income Investment Strategists and we were consultants. Working with Tom refining messaging and defining how to work with clients was both challenging and wonderful. He was a productive task-master, an authority of fixed income, a memorable collaborator, and we all achieved even more than we had envisioned. Today, I offer my unqualified endorsement for Tom as an invaluable ally as you forge ahead with positioning your fixed income strategy(ies). I also would welcome any opportunity to collaborate with Tom again in the future."

- Jackie Charnley, The Charnley Collective

What people who have worked with me say

"Tom and I worked together at Standard Life Investments where I was the Global Head of Product and Tom was Head of Product for the Americas and Head of FIxed Income Specialists. What stood out to me was Tom's combination of significant breadth and depth of knowledge in the commercialization of fixed income strategies allied to a very positive and productive personal attitude and inclusive leadership style, making him an invaluable member of both the Americas region and the Global Product function.

He has a very deep understanding of fixed income markets, investment approaches and strategies which he connects with a superb breadth of knowledge across the asset management value chain enabling him to shape new investment strategies, client-focused investment messaging, relevant thought leadership, product structuring design, pricing strategies and client engagement approaches."

- Robert McKillop, former Global Head of Product and Solutions, Aberdeen/Standard Life Investments