DETAILED OFFER: Distribution & Capital Raising
Our objective
Increase your assets under management in a context where you have to constantly develop, adapt and reinvent yourself
Our Solution
As expert in distribution and capital raising, we support you over the long term, in a holistic, flexible and transparent manner.
To penetration the European market, we distribute & raise capital your listed (all asset classes including alternative) & unlisted funds (private equity, private debt, infrastructure and real estate) and investment solutions for the benefit of a clientele of qualified professional investors, regardless of your level of maturity and needs.
Thus, we initiate and build, long-lasting relationships between you and our network of professional investors.
Our Approach
An integrated and global approach, in 2 phases, which covers the entire distribution & capital raising cycle of the Asset Managers :
Distribution & Capital Raising Strategy:
Step 1 :
DEFINITION OF THE STRATEGY
Step 2 :
IMPLEMENTATION OF THE STRATEGY - 5 MISSIONS
Who are you?
Who are you?
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Your DNA?
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The perimeter ?
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Your vision ?
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Who are your clients ?
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What products do you sell ?
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In which countries do you sell ?
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What marketing and communication means do you use ?
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...
What products ?
What products?
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Quantitative and qualitative analysis of the client's range of funds
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Identification and prioritization of missing investment solutions with regard to the market
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Research and implementation of new investment solutions
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Shortlist of high potential funds
What markets ?
What markets?
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Analysis of potential markets: Growing/mature/declining, size, competitors, expectations, etc.
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Analysis of potential customers: Segmentation, size, potential, fit , etc.
Mission 1
Direct Distribution & Capital Raising
Direct Distribution & Capital Raising :
We market your offer directly to qualified investors. We present your brand, enhance your know-how and promote your funds listed and unlisted & your investment solutions. To carry out this mission, we notably carry out call campaigns, meetings, roadshows, and customer events.
We work with all types of professional clients: Institutional, Private banks, Family Offices, Multi Family Offices, IFAs, Corporate, Consultants, etc. We operate in all European countries with a focus on French speaking area
Mission 2
Development of Partnerships
Development of Partnerships:
We accompany you in signing subadvisory contracts, with or without exclusivity, allowing you to access new markets. Thus, you can market your expertise without having to have funds locally.
Cross-fertilization models are also possible to encourage cross-distribution between asset managers. The funds thus created are either in white label or nominative. This offers an innovative, fast and financially advantageous way to develop its range of funds.
Mission 3
Response for Calls to Tenders
Response to Calls for Tenders:
We accompany you in the follow-up, analysis and response to calls for tenders at a European level. We provide you with all the calls for tenders corresponding to your expertise. We favour, well in advance, the participation to the last ones by promoting your strategies to consultants or clients carrying them out, which is particularly key for restricted tenders.
Thanks to our knowledge of the market and its needs, we assess with you your chances of success. As a specialist in the selection of asset managers, we are also able to support and improve the effectiveness of the responses provided.
Mission 4
Distribution & Capital Raising
to Key Distributors
Distribution & Capital Raising to Key Distributors
In a globalizing market, the decision-making of major distributors goes through selection committees at a European level. It has therefore become imperative to coordinate and structure the management of this decision-making process.
Thus, it is essential to convey, in a centralized manner, the interest in the expertise of our customers, of the various networks of these large distributors.
We therefore choose a contact person for each major group who centralises the exchange of information and coordinates the action of his team.
Mission 5
Referencing on Platforms
References on Platforms:
Today, platforms are essential in distribution & capital raising. It is therefore important that you are referenced on them, in order to be visible, to access certain markets and to benefit from essential services. Investors, for their part, request referencing on these platforms in order to study and select the investment solutions that meet their needs.
Thus, we accompany you in choosing the right platform, and then in your referencing. Indeed, it is important to know in detail each one of them, in order to choose the most appropriate, but above all to know if it is relevant to be referenced on it.
Our Strengths
Advantageous time / cost / opportunity ratio
Advantageous Time/Cost/Opportunity ratio :
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Penetrating a new market costs at least 500K euros/year
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Structuring a team takes at least a year
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Managing a team is expensive and time consuming
Flexible and
transparent model
Flexible and transparent model :
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Plug & play model / Easily unplugable
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Easily adjustable market, market penetration
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Transparency throughout the relationship
