Leadership in Transformative Solutions

Embodied in our leadership is investment management executive expertise that has contributed significantly to the global asset management landscape. We define and solve challenges related to growth and profitability, driving strategic growth initiatives, building mission-critical relationships, and engineering solutions in an industry undergoing significant disruption.

Since 1997, our operating partner has played a pivotal role in assisting businesses and wealth advisors in navigating challenges within dynamic flow, regulatory changes, and distribution complexities. Our creative mindset has facilitated the delivery of unique and innovative solutions, resulting in significant product expansion and innovation for former employers and clients.

Key achievements include raising over $75 billion in NNA & AUM, launching traditional and alternative strategies with 100+ vehicles, reorganizing private funds into MFs, and developing groundbreaking solutions such as a multi-share class structure with the SEC. Our dedication to improving client segmentation, scoring models, and targeted outreach, along with ongoing efforts in international and EM SMAs, showcases our commitment to driving innovation and positive change in the industry.

In essence, KCG Advisory Group is not just a consultancy; we are your strategic partner in navigating the complexities of the investment landscape, providing unparalleled expertise, and driving transformative solutions for long-term success.