Management Consulting
For Institutional Asset Managers seeking to get the most out of their investment operation.

Enable Growth. Mitigate Risk. Reduce Costs.

We help investment managers navigate a challenging landscape where the terrain can change rapidly. As the world emerges from one challenge do new risks emerge? Let us help you build a resilient and responsive business that transforms surviving into thriving.

Strategy

Advisory services to assess your current state, and lead you to your future state.


Target Operating Model Assessment

Business/Systems Architecture Review

Sourcing Evaluation and Selection

Execution

Implementation services for projects of any scale, from boutique to multinational.


Management Consulting and Systems Integration

Data Management and Information Delivery

Business Process Transformation

Program Leadership

A trusted partner.

40+ Consultants

95% Repeat Clients

Download100+ Projects

Hear what our clients have to say.

With Castle Peak Associates’ subject matter expertise and collaborative approach, Equitable Life achieved a much-improved flow of derivatives accounting activity throughout the organization. It is comforting to know that we have a reliable and trustworthy partner to help us tackle these kinds of challenges as they arise.

– Hendrik Low
 Director, Investment Finance and Operations
Equitable Life of Canada