Our client, a leading Investment Management organisation, had reached a stage in their evolution where their founding partners were exiting the business and management of the firm was being transitioned to a new CEO under a private equity firm, alongside acquisition and mergers of other businesses into the organisation.

Our analysis demonstrated the need to re-establish the vision, purpose and values of our client to ensure they were sustainable and in line with their new people and growth targets.

Alongside this, the need for a rebranding and to reshuffle the EXCO team were also highlighted. There was a strong desire to establish a high performing culture with peer coaching as the central pillar.

The resulting Cultural Transformation Programme centred around a bespoke people development solution, delivering business essentials for a high performing culture.

This was complimented by an executive Leadership Programme for EXCO and their immediate reports to ensure cultural transformation was facilitated from the top down.

This award-winning Cultural Transformation Programme has resulted in a strong leadership and management team within the business, but perhaps more importantly, an empowered set of colleagues actively being part of their collective journey.

The business demonstrates high levels of psychological safety and accountability, whilst understanding that leadership and management set the cultural environmental tone across the organisation to sustainably grow their AUM exponentially.