BOUTIQUE
ADVISORY FIRM
Specialising in improving business performance and originating and executing growth opportunities in the global asset & wealth management industry
Our Capabities
Strategy
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Transforming corporate strategy to provide a clear sense of purpose/direction and a compelling point of differentiation that resonates with both internal and external stakeholders
Market Entry / M&A
Formulating and executing market entry strategies to expand into new geographies. Identifying targets and providing transaction support
Turnaround / Transformation
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Turning around business performance by creating a sharper focus on value adding activities to create a sustainable and client focused operating model
Strategic Partnerships / JVs
Generating growth opportunities through strategic partnerships and joint ventures
A SAMPLE OF CLIENT ENGAGEMENTS
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For an Australian based listed asset manager, led a senior team providing transaction support in a landmark Australian asset management deal
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For Australia’s largest asset manager, led a senior team to develop a series of strategic options for lifting the profitability and long-term growth prospects of an offshore acquisition
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For an Australian based listed asset manager, successfully led commercial due diligence of a US based equities asset manager establishing a platform for growth in the US
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For a global fintech business, assessed M&A opportunities in Australia to open up platform integration opportunities across the Australian capital markets and wealth management sectors
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For a UK based global asset manager, led a reverse due diligence of a large Australian based asset manager as part of an acquisition deal
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For a UK based global asset manager, led the turnround of the business from accumulated losses of c. £60m over the preceding three years to breakeven in 12 months, which involved streamlining the business and reducing the cost base by c. £20m p.a.
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For a UK based global asset manager, led the transformation of the business returning it to growth and profitability and in the process achieving an operating margin more commensurate with its unlisted peers
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For a UK based global top 10 asset manager, led the development of the group’s Australian market entry strategy and originated and led strategic partnership discussions with prospective Australian based partners
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For a US based global top 25 asset manager, originated and led strategic partnership discussions with a large Australian based alternative asset manager which progressed to due diligence and joint product design
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For a UK based global asset administrator and loan servicing business, led an assessment of the Australian bank and non-bank lending market and performed due diligence on a JV partner
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For an Australian based asset manager, led the restructure of one of Australia’s largest wholesale property investment vehicles to address the liquidity requirements and long term sustainability of the fund
PRINCIPAL
Tony Hockey
PRINCIPAL
Tony has over 20 years of experience serving CEOs and executive teams in Australia, Asia and the UK on strategy, business performance and growth in the global asset & wealth management industry.
In advisory roles, he has assisted large global investment managers with new market entry initiatives, M&A, strategy development, turnaround, divestments and transformation. Clients have included AMP Capital, Aberdeen Asset Management, Capita Asset Services, Columbia Threadneedle, FNZ, Hermes Investment Management, Legal & General Investment Management, Macquarie Asset Management and Pendal.
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Tony has held executive roles at Henderson Global Investors (London), including as the group’s head of strategy and investor relations, and ING Australia as head of strategy and corporate advice. He commenced his consulting career with PwC where he performed over 20 business performance improvement initiatives for clients across a diverse range of industries in the Asia Pacific region.
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Tony has held non-executive director roles at Clime Capital Ltd and Accountancy Invest Funds Management.
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Tony has a Bachelor of Economics degree from Sydney University; two Masters degrees from the University of NSW and Macquarie Graduate School of Management; and has successfully completed the Advance Management and Leadership Programme and the Climate Emergency Programme at Said Business School, University of Oxford.
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CONTACT
TONY HOCKEY & PARTNERS
For any general inquiries, please fill in the following contact form:
