- In term of coverage (geographic area, exclusive list of investors…)
- Financial commitment (commission based on asset raised, retainer, expenses)
- Transparency: activity reporting
We serve only qualified investors, multi-managers, fund of funds, family offices, private banks, institutions.
We take a pragmatic approach to target the most suitable investors for each manager.
We cover continental Europe (Nordics, UK, Eurozone, Benelux and Switzerland).
- Marketing evaluation on current brochure, DDQ and commercial material.
- Creation or adaptation of marketing presentations
- Response to RFP
- Event, roadshows planning