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    Investment Management
    Case Studies.

    Selected mandates with their results. Filter by client type or theme.

    75⁺
    Years combined buy-side experience
    Front-to-back
    Scope of every engagement
    CHF 130bn
    Largest platform supported
    100%
    Partner-led mandates

    7 cases

    Public markets, private markets, digital assets.

    From large multi-boutique houses to emerging managers, TGGC has partnered with asset managers across the full AUM spectrum — designing operating models, advising on strategic mergers, launching new ventures, and building execution desks.

    Operating Model Transformation

    Reorganisation of a Multi-Asset Manager & Carve-Out of Loss-Making Business Units

    A multi-asset manager with a cost-income ratio above 85% needed to restructure — carving out underperforming units while protecting its most profitable franchise.

    >85%

    Cost-income ratio at start

    4+

    Business units restructured

    -15 points

    Cost-income ratio reduction identified

    M&A Advisory

    Operational & Commercial Analysis for the Strategic Merger of Two Private Market Managers

    Two private market managers with complementary flagship strategies sought to merge. TGGC mapped synergies, designed a joint operating model, and delivered a concrete execution roadmap.

    >CHF 20bn

    Combined assets

    >CHF 10m

    Synergies identified per year

    6 weeks

    From mandate to roadmap

    Scalability & Growth

    Scalability Assessment & Target Operating Model Design for Above-Average Growth

    An Asset Management unit required an end-to-end scalability review to prepare for an above-average strategy period. Quick wins and a phased target model were delivered within 3 months.

    3 months

    Time to roadmap delivery

    Full

    TOM + business case

    +40%

    Client growth the model can carry

    Trading Operations

    Building a 24/5 Global Execution Desk for an International Multi-Boutique Asset Manager

    Five siloed execution desks across four countries were unified into a single 24/5 global execution capability — operational within 10 months of kick-off.

    10 months

    From kick-off to live

    5

    Locations as one desk

    CHF 130bn

    AUM supported

    Emerging Manager Launch

    Regulatory Licensing & Operating Model Launch for a New Swiss Asset Manager

    TGGC obtained the FINIG licence from FINMA and set up a live, lean operating model within 12 weeks of the first engagement.

    12 weeks

    To FINMA licence and live operating model

    100+

    Licensing documents prepared

    3

    Founding partners supported

    Strategic Partnerships

    Finding Strategic Partners as Part of a Turnaround Strategy for a Swiss Asset Manager

    A Swiss asset manager with a cost-income ratio above 100 needed a strategic partner to grow. TGGC located 5 potential partners in 2 months and facilitated all discussions.

    5+

    Partners introduced

    2 months

    Time to shortlist

    >100%

    Cost-income ratio at start

    Operating Model Review

    Front-to-Mid Efficiency Recommendations for a Tier 2 Private Equity Manager

    A legacy operating model hampered the ability of the front office to grow. TGGC mapped inefficiencies across deal teams and fundraising, recommending CRM, AI, and automation improvements.

    Full

    Front-to-mid review

    3

    Strategies covered: primaries, secondaries, directs

    AI+

    Efficiency use cases defined

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