A Considered Approach

Our investors know that all fund managers that we work with have undergone a thorough due diligence assessment by our research team. This includes site visits, service provider checks, reference and CV checking. We are unashamedly selective about the funds we represent.

After signing a contract with a manager we establish a bespoke marketing plan that allows the best use of your time and concentrates on the appropriate client base for your product in order to build a sustainable business in Europe.

Our aim is to raise assets within a clear time frame through multiple ways of communication to our investors; this includes one-on-one meetings, investment lunches/ breakfasts or congress events. Regular fund manager visits are critical for our success, in addition to the on-going dialogue that we provide on a daily basis from our local presence.

We speak with each investor in their own language which helps create strong relationships – however, successful sales is far more complex than that; we have a deep understanding of the various investment cultures and buying behaviours of different investor segments across Europe. Marketing and selling to a UK wealth manager requires a very different approach to a Swiss private bank, a Dutch pension fund or a German family office.