Collective Expertise and Vision

Past

Deep Industry Expertise

All of our Strategic Partners are highly experienced, having enjoyed successful asset management careers for more than 20 years. All are entrepreneurial with diverse experience across all sizes and types of clients, with varying business, marketing and communications disciplines. All are respectful of each other’s experience, talents and diverse approaches to solving client challenges.
Clients’ needs are unique; therefore, The Charnley Collective offers a diversity of services and solutions. As our logo symbolizes, The Charnley Collective’s Strategic Partners are the support behind our clients – the client comes first, and the rest of us there to guide and lead.

Present

Benefits of Client– Centric Collaboration

The Charnley Collective’s Strategic Partners embrace the principle “One plus one absolutely equals three.” We are drawn together to build on and leverage our respective strengths, diverse talents and unique expertise to deliver more efficient, superior solutions for our clients to succeed.
The Collective fosters a flexible consultancy for each Strategic Partner to solve client challenges, working alone or collaborating with other Strategic Partners, in offering solutions to our clients. The Charnley Collective formalizes pre-existing partnerships that many of The Collective’s Strategic Partners enjoyed in servicing clients throughout the years.

Future

Our Aspirations – Learning & Leveraging for the Future

As we learn from each other, and from our past and future client relationships, the solutions we offer will only prove stronger and more encompassing for asset management clients. Importantly, with our evolving insights, we aspire to mentor and enhance our industry, our solutions and our coaching, and our community will be ever stronger.

Hear from our Founder, Jackie Charnley >

We are aligned in our shared commitment

  • Helping asset management firms grow and prosper,
  • Building The Charnley Collective as a valued partner to our clients and the investment management community through a vibrant exchange of insights, innovation, and best ideas and practices,
  • Advancing the careers and success of young women and minorities in the investment industry,
  • Enriching our society by giving back on both a global and local basis, and
  • Having fun!

Solutions

In terms of what services and partner with whom you would like to collaborate, you may choose or work with us to define your exact needs and craft a program that will successfully meet your objectives.  You can work with individuals directly or build a team to consult to your internal team.

Strategic Planning & Consulting Strategic Planning & Consulting
Messaging & Positioning Messaging & Positioning
Marketing Communications Marketing Communications
Presentation Coaching Presentation Coaching
Professional Development Professional Development
Investor & Consultant Outreach Investor & Consultant Outreach
Talent  Recruitment Talent Recruitment