Keith Evins, ex J.P. Morgan Asset Management Chief Marketing Officer, has partnered with Research in Finance to create a new subsidiary of the business.
A financial consultancy that will support and assist investment management market participants in the development of distribution, client and product strategies.
The new consultancy, named Elevate Financial Consulting, will be powered by the market leading research and intelligence capability of Research in Finance, which was established in 2013 by experienced industry professionals Toby Finden-Crofts, Richard Ley and Adele Gray, Research Director.
The increasingly complex and demanding market in the distribution of financial products is putting pressure on both manufacturers and distributors to refine and adapt their service, product and business strategies in order to remain competitive and resource themselves appropriately.
Alongside the comprehensive empirical output from Research in Finance, Elevate Financial Consulting and Evins, who has more than 30 years experience in Sales, Marketing and Strategy roles, will provide clients with the tools and skills needed to navigate the evolving distribution landscape for financial products.
Evins, Elevate’s founder and Managing Director, commented: “Just as a new phase of online and tech-based client solutions are opening up, the traditional distributors are streamlining their business models in order to stay competitive, differentiate themselves and to strengthen their client offerings . This can be a challenge for providers who need to engage with and understand the new opportunities, whilst also remaining relevant to their existing relationships. All this comes at a time when margins for many are being well and truly squeezed.
“At Elevate, we aim to offer an objective service that will assist clients in setting their strategic goals and then helping them to structure and focus accordingly. We can be totally objective basing our advice both on robust research and also many years of experience working with emerging and developed brands.
Richard Ley, founding partner and Managing Director of Research In Finance added “Through our research we clearly see how evolving trends are challenging the status quo and for both new and existing participants it’s increasingly important to stay informed and relevant in what is an incredibly dynamic market place. These days there is no such thing as a one size fits all solution and it’s important for all participants to understand where to prioritise and how to apply their resources. We believe Elevate will offer a unique service to investment groups looking to retain a competitive edge and be among the winning firms in years to come.”