What We Do
The Pinery works with founder and CIO-led boutique asset managers at pivotal moments in their growth.
What connects them isn't size or stage. We work with firms where the investment proposition is strong, but the commercial foundations haven’t been built with the same discipline or intention.
Whether they are at the earliest stages of launching, entering a new phase of growth or strengthening an established franchise, our clients share a common challenge: limited internal capacity to build the commercial infrastructure needed to grow while continuing to prioritise investment performance.
A structured assessment of where the firm currently stands commercially. This covers messaging and narrative clarity, the health of the distribution pipeline, and the consistency and quality of investor conversations.
The output is a prioritised plan for the next 90 days, with the materials and recommendations needed to act on it.
This engagement suits firms that sense something is not working but have not yet identified precisely where the problem sits.
A focused engagement to improve how the investment story is told and defended across the team. This includes aligning the narrative, strengthening responses to allocator questioning, and producing a shared playbook that creates consistency going forward.
This engagement suits firms where individual conversations vary too much in quality or direction, or where investor meetings feel harder to control than they should.
A build engagement for firms already operating within Microsoft tools — Outlook, Teams, SharePoint, Excel, and Copilot — that want to run distribution more systematically.
The output is a cleaner operating model: better coverage discipline, more consistent follow-up, and higher throughput from the team without adding headcount.
This engagement suits firms where the distribution effort is active but not well-organised, and where process gaps are creating drag.
An ongoing engagement for firms that need senior leadership and execution across growth and distribution, without a full-time hire.
This covers positioning and go-to-market strategy, distribution leadership, marketing execution, and the operating rhythm to keep everything moving. It is hands-on work, not advisory input alone.
Capacity at this level is limited deliberately. At higher intensity we work with one client exclusively, to maintain the quality and pace the engagement requires.
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