Corporate
STRATEGY

We provide asset managers – from the top 10 largest global firms to boutique and private market specialists – with an actionable roadmap to achieve their growth objectives.

Operating across Europe and the U.S., we maintain both a global view and in-depth local market expertise. Our guidance, grounded in conviction and insight, spans growth strategy, market entry, product development and enhancement, sustainability and M&A support.

Convictions

Our Convictions

We believe in a different consulting model, driven by:

Strategic vision

We get ahead of trends through in-depth dialogues across the entire ecosystem, enabling us to offer creative solutions to complex problems.

Focus

We are experts in asset management growth strategy, with both a global perspective and local market knowledge.

Insight-driven

Armed with primary research, industry data, and ground-level insight, we develop a holistic view and deliver advice grounded in the evolving reality of the markets.

Practical advice

We’ll tell clients what they need to do, not what they want to hear.

What we Bring

What we Bring to our Clients

We are enabled by data and driven by conviction. Data only tells part of the story in opaque markets. Indefi fills in the gaps with focused expertise, primary research, and immersion across the asset management ecosystem.

We provide actionable advice grounded in the reality of the markets — we are not in the business of validating pre-existing hypotheses.

We advise on the full range of industry growth drivers, including growth strategy, market entry, product development and enhancement, sustainability and M&A support.

We are the first call when busy executives need creative solutions to complex problems, such as enhancing their competitive position, growing their customer base and assets under management, and breaking into new markets.

We serve asset management businesses of all sizes and scopes, using our broad global perspective and granular knowledge of specific markets.

Our Capabilities

We have been working with leading asset managers over the course of the last 15 years on critical aspects of their growth strategy:

Global market prioritization and requirements, new market or channel entry strategy, growth strategy.

Product design, product extension, adapt products for new markets and channels.

Benchmark, enhance and/or re-design investment processes.

Review and/or design new ESG or impact investment strategy in public and private markets (including climate and biodiversity).

Target screening and prioritizing, pre-acquisition business due diligence, strategic support through the full cycle of an acquisition.

With a global view and local market expertise, Indefi’s consultants provide a strategic vision and actionable roadmap to help asset managers achieve their growth objectives.

Our Team

The Corporate Strategy team is dedicated to strategic consulting for asset managers and is led by experienced partners and senior advisors who bring practical, industry-specific expertise to every engagement.

Thinking

Thought Leadership

23 April 2024
Finding flows in shifting sides – opportunities after a decade of change
23 January 2024
The Tipping Point – The Case for Inorganic Growth as a Permanent Fixture in Asset Managers’ Strategic Toolkits
31 October 2023
Return of the living dead, Part II
23 April 2024
Finding flows in shifting sides – opportunities after a decade of change
23 January 2024
The Tipping Point – The Case for Inorganic Growth as a Permanent Fixture in Asset Managers’ Strategic Toolkits
Careers

Joining Us

Come explore opportunities to work at Indefi.

We want bright and entrepreneurial individuals, with a global outlook, ready to challenge themselves and operate outside of their comfort zone. Our Group culture is characterized by a relentless quest for perfection in everything we do. We follow an apprenticeship model where junior team members work closely with senior partners to grow their professional skillset, visibility and personal brand value.

Events & Press

Events AND PRESS

16 July 2024
Richard Bruyère quoted in FundFire – BNY Unveils New Brands, Logo
16 July 2024
Partner Agnès Lossi quoted in Les Échos – Assurance-vie : les produits structurés dans le viseur des superviseurs français
16 July 2024
Richard Bruyère quoted in FundFire Alts – Will KKR, Apollo Finally Bring Alts Downstream to Mass Affluent?
16 July 2024
Richard Bruyère quoted in FundFire – BNY Unveils New Brands, Logo
16 July 2024
Partner Agnès Lossi quoted in Les Échos – Assurance-vie : les produits structurés dans le viseur des superviseurs français

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