Our Work
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Boutique Specialists – We understand the unique challenges and advantages of asset managers
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Full-Service – A complete solution from fund structuring to investor access
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Experienced – A track record of building and growing sold investment businesses
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Extensive network – Including senior decision-makers and fund selectors across platforms, wealth, institutions and family offices
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Flexible Model – Aligning our partnerships to your stage of growth
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Independent – We give unconflicted advice and are selective about who we represent
Our Services
1
Strategic Consultancy
We help investment businesses decide what to launch, where to sell it and how to grow it.
Our work includes fund launches, product strategy, market entry, pricing and positioning, competitor research, distribution strategy and marketing.
We don't just produce a plan. We can stay involved to help put it into practice.
2
Sales, Distribution & Capital Raising
We help managers win new clients and raise assets.
That can mean identifying target investors, opening doors, developing new distribution channels, building strategic partnerships or supporting an existing sales team.
We can also act as an outsourced sales and distribution team, giving managers experienced support in a market without the cost or commitment of building a full local team.
3
Venture & Advisory
We work with selected financial businesses at an earlier stage of their development.
We advise founders and management teams on strategy, products, sales and growth and, in some cases, work alongside them as a long-term adviser, commercial partner or investor.