Direct access with top advisers, institutions,
and gatekeeper teams in all countries and channels
Strong relationships with senior management
and research teams understanding approval process
Successful approach to find approvals and
marketing to all client segments and channels
Executive and sales team understanding
advisor and gatekeeper movements to track assets
General securities principles with
experience in compliance and AML procedures
Global experience working with international
banks operating in the region
listening to the needs of our Partners and Clients in order to provide the most appropriate business and investment solutions
experience working with home office executives and top financial advisors developing trust across all client segments and distribution channels
working closely with you to structure your business properly on day one in order to successfully elevate your brand and reputation in the region
complete accessibility to investment & sales teams for information and advice, across client segments and in all market conditions
a culture of cooperation and collaboration to build an enduring, long- term partnership, accelerating sales and AUM growth
100+ years combined in finance and $100+ b raised;
20+ years on the same team helping asset managers drive AUM growth. Our buy and sell side experience helps to achieve faster product implementation and sales acceleration.
working with our partners to find the best approach to properly navigate the US Offshore & Latam. Experience in fund set-up/operations, compliance/AML procedures, contract negotiations, brand marketing/elevation, and sales execution.
long-term relationships with key home office executives, research teams, gatekeepers, and top financial advisors shorten the product approval time and accelerate the point of sale.
partnering with managers who have outstanding and complimentary investment strength. Success launching UCITS funds, SMAs, and ETFs.
elevating your brand, culture, and reputation with a clear focus on responsible citizenship and corporate governance.
because we are thankful for what our community has provided for our team, we work with local charities and organizations to help support their cause.
years combined experience
years team together
billion raised
