Working together
Work
I work with investment decision-makers and founders of firms who want to understand their judgement, the patterns behind their choices, and what helps them lead and perform under pressure.
Who I work with
CIOs, portfolio managers, investment committee members and partners in investment management, private equity and family offices. Founders building and leading their firms, including those navigating partnership, succession or a new stage of growth.
How we work
We start with the decisions and challenges in front of you. Together, we explore the habits, assumptions and relationships shaping them, then turn that understanding into practical choices.
I bring the perspective of a former investment firm CEO, alongside psychology and executive coaching development. The work is reflective, commercially grounded and shaped around you.
What we might explore
Judgement and conviction under uncertainty. Making room for challenge in investment decisions. Founder succession and partnership dynamics. Building trust with institutional investors while leading a firm. Your first year as a CIO, CEO or Managing Partner. Balancing short-term results with long-term values.
Ways of working
One-to-one coaching
Focused, confidential conversations around the decisions, challenges and questions in front of you. We agree a series of sessions around your circumstances.
Group workshops
Space for teams to think together, hear different perspectives and question the assumptions shaping how they work. Sessions are shaped around your context and the practical changes you want to make.
Coach in residence
Ongoing coaching within your organisation, providing continuity and a deeper understanding of the realities people face. A regular, confidential space to pause, reflect and work through what matters.
Advisory work
A thinking partner for leaders and organisations exploring leadership, culture and change, drawing on experience across investment, education and organisational leadership.
Getting started
Email me with a little about what brings you here. We can arrange an initial conversation to explore what you are looking for and whether we would work well together.
We then agree the focus, format and rhythm of the work around your circumstances.
Start a conversation ↗Career transition
Chapter 2
A specialist programme for people ready to build their next career chapter.
Eight sessions to find a clearer direction, build on your experience and grow into what comes next. A structured curriculum, tailored to you, brings together reflection and practical choices.
Where relevant, this can include market positioning and your website, bringing your experience, offer and public presence into focus.
Discuss Chapter 2 ↗“Rebecca provides a space where I can collect my thoughts and reflect on not just what is going on, or the way I feel about it, but greater clarity on what I should own.”Private Equity specialist · UK asset owner