About You

You’re a senior executive responsible for growing your asset management business.

You’re part of an industry that has complex accounting and regulatory requirements; insurance, banking, or retirement.

This means you need:

The capacity to take on new clients, new funds and new asset types as business grows and managers search for sources of yield.

Comprehensive risk management that measures and mitigates investment risk and, as your business grows, mitigates operational risk.

An efficient operation that allows you to scale without exploding cost.

A data and information environment that meets the needs of all stakeholders, from front office to back office, clients and regulators.

Most of all, you need a partner that can help you successfully navigate these challenges.

Castle Peak Associates has a successful track record of helping clients in the insurance, banking, retirement and investment advisory businesses.