Cross border asset raising business,
facilitating asset managers with their global expansion.

  • Best in Class Managers

  • High Quality

  • High Activity

  • Arrange Roadshows

  • Help with Marketing Materials

  • Exclusive Marketing Features

  • Long Term Partnerships

  • Active Relationships

  • Outsourced Sales + Marketing Services

  • Leveraging Relationships

  • Guide Partner Product Development

INVESTOR TYPES

Endowments
Multi Family Office
Family Office
Foundation
Private Bank
Insurance Company
Investment Firm
Pension Fund
Sovereign Wealth Fund
Wealth Manager

GEOGRAPHIES

Switzerland
Scandinavia
UK & Channel Islands
Germany
Middle East
Israel
Austria

For Our Managers

We work on a retainer basis and are paid on assets raised, which is a set percentage of fee share with the fund manager in perpetuity, for as long as the investment remains.  

We endeavour to: 

  • Focus the marketing approach on the low hanging fruit rather than cast a wide net 

  • Accelerate and add momentum to the fund-raising process 

  • Deliver quality long-term investors 

  • We give informed input on the marketing approach (presentations, roadshows) and how the fund regulatory status impacts the target audience. 

  • We provide a marketing footprint which covers all the major allocators in the UK and Europe.

  • We are a pure marketing firm so our interests are directly aligned with the managers. 

  • We have learned that ongoing communication and dialogue with the manager are key to success and we use Sales Force as a CRM to keep track of our actions with fund managers and investors, providing quarterly in depth progress reports