Clarify roles and decisions
Define responsibilities, decision rights and escalation routes. Reduce gaps and duplication between owners, leadership, advisers, investment teams and operations.
06 / Leadership, Governance & Organisation
Help people make decisions, take ownership and move the business forward. Allington works with owners, directors and leadership teams to strengthen governance and address gaps in senior capability or capacity.
Discuss your prioritiesWhen we can help
Too many decisions still come back to the owner, even as the team and client base grow.
Responsibilities have changed over time, but roles, committees and reporting have not kept pace.
The firm needs experienced senior support during a period of growth, change or leadership transition.
The work
Define responsibilities, decision rights and escalation routes. Reduce gaps and duplication between owners, leadership, advisers, investment teams and operations.
Review the purpose, membership, information and decisions of boards and committees. Design an approach that fits the firm’s size and the issues it needs to oversee.
Assess the senior capabilities the business needs next, key-person dependencies and succession priorities. Connect the organisation structure to the strategy.
Agree the senior input needed, whether regular advisory support or a defined interim or fractional role in investment, operations or change leadership.
What you take away
Depending on the assignment, your work may include:
Your first step
A focused review can address a committee, a leadership role or a recurring decision problem. It can also help define the support needed before making a permanent appointment.
Talk about a focused reviewClear recommendations on responsibilities, governance or the senior support needed to move forward.
Fractional support means an agreed part-time commitment with defined responsibilities. Advisory and executive roles are scoped separately; governance work is coordinated with the firm’s existing compliance and other specialist advisers where relevant.
Connected support
Review your investment proposition, strengthen governance and build clear, proportionate processes for research, oversight and adviser communication.
Improve workflows, clarify responsibilities and release capacity so your people can deliver a consistent service as the firm grows.