Global Specialist Asset Management Firm
A UK firm acquired a US firm to expand its sustainable investment offerings and broaden institutional and retail distribution. To be successful, the CEO of the $20B newly merged entity needed to create a global marketing process that aligned positioning, messaging and branding. He asked Lindsey, StarPoint Founder and member of the UK Board, to lead a senior level working group to coalesce the client services and business development teams, evaluate the competitive landscape, determine client segmentation and marketing prioritization targets, and present a final proposal and analysis to leadership. Following approval and market messaging harmonization, Lindsey was invited to join the newly acquired entity’s mutual funds board. The merged firm has significantly expanded its footprint and increased AUM.
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