WINNING MANDATES WITH CLARITY

Strategic communication consulting for

asset managers pitching to institutional investors.

YOU BENEFIT FROM:

Higher win rates in RFPs, pitches, and beauty contests

A clear, confident presence — in English or German.

MY OFFERING

2. RFP Optimization
Review and editing of submissions with focus on clarity, logic, investor expectations, and differentiation.

3. Intercultural Finetuning
Guidance on building trust, credibility, and clarity with investors — in both English and German.

WHY ME?

You need more than presentation skills. You need a partner who understands how investors think and decide.

With 25+ years of senior experience in institutional business development, I’ve sat on your side of the table — building presentations, leading pitches, and managing client relationships at J.P. Morgan, Capital Group, Wellington Management, and American Century Investments.

I also founded and ran my own distribution consultancy for 10 years, giving me firsthand knowledge of how to grow a business and position a team in a competitive market.

This perspective allows me to give you:

• An objective view of your business and messaging
• Coaching that sharpens how your strategy resonates with investors
• Guidance rooted in deep knowledge of investor expectations and culture

Fluent in English, German, and French, I help your team prepare at its best — so you can enter every meeting with clarity, confidence, and conviction.