Firm Objective-targeted, highly customized assignments:
Advisory is a consulting advisory dedicated to wealth and asset
management firms. The heart of its approach lies in targeted, highly
customized assignments to address all facets of a wealth or asset
manager to improve its success in the marketplace, address strategic
issues for future development and help its clients who are facing
principal of Bastin Advisory is Denis Bastin, who has been actively
involved in all facets of wealth and asset management for close to 40
years, from both an industry perspective and in a consultant role.
-Portfolio manager for both ultra high net worth individuals and institutional investors,
-Sales and marketing professional to some of the most sophisticated institutional and family office investors around the world ,
-CEO Off-shore private bank.
past 13 years he switched to consulting, most recently as a partner
with Oliver Wyman Financial Services, where he advised wealth and asset
managers in North America, Europe and the Middle East.
Focus on smaller, emerging firms and limited number of large firms with a vision:
worked in his entire career for two large financial institutions and a
major consultancy, Denis now wishes, with Bastin Advisory to work with
smaller wealth and asset management firms and on targeted strategic
issues for the CEOs of a limited number of larger firms.
nature of the assignments will be one to one as Denis wishes to
contribute his considerable personal experience and provocative thought
process to up and coming and forward looking firms in a world for wealth
and asset management which is profoundly different after the worst bear
market across most asset classes since the great depression.
and coming emerging and mid-size firms that cannot afford the “big
ticket” fees of traditional management consultants, Bastin Advisory
brings a broad experience and troubleshooting capabilities within reach.
seek a limited number of strategic advisory relationships with larger
firms we have known over the years, who may value a “sparring partner”
to discuss various strategic options or conduct specific short
assignments to provide the answer to a strsgic issue (e.g can I comptete
in institutional Fund of Hedge Fund business).
A commitment to reflect on client issues:
result of all of this, Bastin Advisory will only embark on a limited
number of assignment and each will receive its full attention to arrive
at well thought out observations and recommendations.
commits to ring-fencing his time for each assignment to provide the best
analysis in keeping with the particular genetic make up and
circumstances of the firm, as well as the constraints, to arrive at
actionable and customized recommendations.
time to reflect, away from the “noise”, is an attribute that Denis is
determined to bring back to all his assignments as exemplified by his
work environment. Additionally, we will not market ourselves widely but
stick to the wide network of professionals, and friends, developed over
the course of 40 year.
A global view:
his 40 year career, Denis has split his time between Europe and the US
and he maintains a residence in both New York and Paris. He has a deep
understanding of both sets of culture.
we will set aside at least 20% of our time to work pro-bono with trade
organizations and regulators to further the understanding of the
industry and promote, at the end of the day, the best interests of final
investors, whether individual or institutional who desperately need
solutions to serious problems.
design, Bastin Advisory has low overheads and an established presence on
both sides of the Atlantic. Further, as the primary motivation of Denis
Bastin is too do what he likes best in providing well thought out
practical recommendations and solutions with people he enjoys, the
professional fees will be reasonable and quoted upfront for any given
project. We believe the value-added over cost will be very high however.
Available upon request