Oboe Partners is a consulting firm that specializes in formulating strategies that capture profitable market share and create sustainable competitive advantages for institutional broker-dealers and asset managers.Explore Our Industry Thoughts
Client & Sales Strategies
Creating the right growth plan
Understanding drivers of profitability
CRM and Sales Reporting
Technology that changes behavior
Our partnership is made up of professionals from sales & trading, investment management, and systems development. We bring to bear our combined expertise to realize value for our clients. Because of our varied expertise within the industry, we understand the full investor value chain which helps us provide unique insights and solutions.
- We understand the unique requirements for institutional Broker-Dealer sales
- Importance of collaboration across sales, sales-trading, and research in Equities
- Importance of reference and historical data across all asset classes
- We understand what's required to manage large and sophisticated multi-product clients
- Importance of coordination from sales, portfolio management, and account management.
- Importance of tracking critical information over the entire sales cycle
- We understand how investor relations can benefit from a disciplined strategic approach
- Importance of understanding the market for reliable investor segments
- Importance of coordinating access to senior management, including managing the broker community
- We understand why independent research firms are different
- Importance of delivering a differentiated service to clients
- Importance of managing different payment structures, including CSA and split commissions
Creativity above all else
Our advice and solutions need to be innovative and unique for our clients to get the most value from our engagement, which is why creativity is our top virtue.