Credit Investment Fund: Building the people infrastructure to scale
Leadership Assessment · Coaching · Culture · Development
When a high-growth Credit Investment Fund came to us in early 2024, they had five exceptional senior leaders - and no shared clarity on how they should work together. Our initial brief was focused: assess the Partners and Managing Directors, and help them define their roles and development paths.
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What began as a leadership assessment became something far more significant. Over the course of the engagement, we helped the firm build the people infrastructure it needed to grow with intention - from career frameworks and performance processes to coaching, culture, and hiring.
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The firm has since appointed a dedicated internal People and Culture Curator, whom we continue to support with the design and rollout of key initiatives.
What We Did
Leadership Assessment
Full in-depth assessments of all five senior leaders - identifying individual strengths and development areas to clarify roles and define tailored growth paths.
Career Development Framework
We built a competency grid spanning every level from Associate to Partner, across both Investment and Non-Investment teams. The framework captures technical, experiential, and behavioural attributes — anchored to the firm's four core values, so that expected behaviours also reflect desired culture. The framework now underpins promotion decisions and year-end reviews in HiBob.
Performance Management
We manage the firm's mid-year and year-end review process end-to-end in HiBob - designing level-specific forms, distributing them across the business, and generating personalised reports for managers.
Goal Setting
We oversee the HiBob goal-setting process, aligning individual objectives with company priorities. Goals are monitored and updated at mid-year, with individualised feedback requested at both checkpoints.
Coaching
Group coaching for the three founding Partners to build role clarity between them, alongside individual coaching for those who needed it.
Development & Training
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Manager training sessions delivered in person to VPs and above
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Psychological Safety & Feedback Training - two sessions delivered company-wide to strengthen feedback culture and psychological safety
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Lumina Team Session - a whole-team workshop on understanding individual Lumina profiles in the context of working alongside each other
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Development of a structured Training Request process within HiBob
Independent Culture Interviews
Annual confidential interviews across the whole firm (excluding Partners) to surface honest feedback on culture - what's working, what needs improving. Findings and recommended actions are delivered directly to the Partners.
Psychometric Consultancy
Full rollout of Lumina Spark to all new joiners, with TWP-facilitated feedback sessions. Internal psychometric testing for hiring, leading to the integration of ability and personality assessments into the recruitment process.
Ongoing Advisory Support
Responsive advice to Partners and the People & Culture Curator on day-to-day people management matters — including informal coffee chats with junior team members when requested.
The Results
​What began as a focused assessment mandate has grown into one of our most comprehensive client partnerships.
Across two years, the firm has moved from informal people management to a structured, values-aligned people function - with the frameworks, processes, and capability to sustain it independently.
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A unified senior leadership team - Partners operating with greater role clarity and a shared understanding of how to lead together
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A career framework with real teeth - promotion decisions and year-end reviews now anchored to a consistent, values-linked competency structure
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Performance management that runs - mid-year and year-end cycles fully managed and embedded in HiBob, with personalised outputs for every manager
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A stronger hiring process - psychometric assessment integrated into recruitment, giving the firm sharper, more objective hiring decisions
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A culture that can be heard - independent annual interviews giving every employee a confidential voice, and giving Partners the unfiltered insight to act on it
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A people function built to last - the appointment of a dedicated People and Culture Curator, supported by TWP, ensuring the work continues to compound