The Investment Bridge provides consultancy services to clients across the investment banking, asset management and investment product provider, and wealth manager / professional adviser sectors. Input and services can be provided on a long-term consultancy arrangement or short-term specific project basis.

The areas of interest for clients of The Investment Bridge are typically:

‘Sell-side’: investment banks / asset managers / product providers

On the sell-side, services may include contributing expert input to help clients assess industry and sector issues, business positioning, product strategies, marketing and distribution, covering all aspects that are critical to provider / product success and profitability.

‘Buy-side’: wealth managers / professional advisers / UHNW + HNW investors

On the buy-side, services may include assisting wealth managers / professional advisers seeking expert input in provider and product research and due diligence, covering structured products, smart-beta, etf's and quants-driven fund and product propositions.

Product Development

The Investment Bridge can assist providers, including issuing investment banks, asset managers, ETF providers, structured product providers, etc., with all aspects of product development and product management. In addition, The Investment Bridge can assist wealth managers/advisers in arranging bespoke/exclusive investment properties.

Regulatory and Compliance

The Investment Bridge can provide access to specialist legal, regulatory and compliance services, including specialist counsel and ex-regulatory staff. The Investment Bridge can assist and support specific issues and projects, with advice and practical help on all aspects of legal, regulation and compliance industry matters, for both product providers and wealth managers/adviser firms.

Business Development

The Investment Bridge can provide input to help providers formulate and implement business development strategy and assist in developing the resources required to achieve successful and profitable sales.

PR & Media

The Investment Bridge can provide investment industry PR and Media services.

Drawing on a small but experienced team, with specific knowledge of and expertise in the investment industry, The Investment Bridge associates combine national consumer and professional trade press editors and journalists with asset management / product provider executive experience.


The Investment Bridge has an industry-leading reputation for developing and delivering education, from foundation level to advanced level, focus on objective understanding of structured products and their efficacy within diversified and balanced portfolios.

Presentations can also be delivered for advisory firms seeking to engage professional connections and / or private clients in investment seminars or requiring input for specific clients.

Non-executive director services

Experience and business acumen are key requirements for the executive make-up of any company’s senior management team and board. The Investment Bridge can contribute at senior management and board level, including consideration of providing services as a Non-Executive Director.