Client Cases

We are proud to have advised asset managers from all around the globe in setting up, prioritizing and optimizing European fund distribution across all jurisdictions, covering all distribution channels, from institutional to wholesale and retail.

We work under strict non-disclosure-agreements and do not publish any client lists for this reason. Client references are available on request on a very selective basis. Below we would like to highlight some recent client cases:


EUR 100 BILLION PLUS
U.S. ASSET MANAGER

>> Optimization of European
cross-border UCITS distribution

We were assigned by the US-based Head of International Sales to critically assess all elements of the client’s European business, combined with clear and practice-relevant recommendations to enable further asset gathering from the most suitable investor accounts across Europe in an intelligent and targeted manner. The bespoke strategic advice 100 page study has been presented and discussed in person at the client’s offices. A critical assessment of all elements of the client’s European business, combined with clear and practice-relevant recommendations in terms of optimization, have been central to our work focusing on:

- Product offering (UCITS, as well as US-only funds)

- Sales models & team

- Client services & operational models

- Brand management & investor communication

- Internal support (all key functions) >

- Detailed SWOT analysis

- Prioritization of European jurisdictions & investor segments (bespoke, client specific scoring model)

- and much more


EUR 50 BILLION PLUS
EUROPEAN ASSET
MANAGER

> Qualitative assessment of peer
groups distribution set-ups and
asset flows

We were assigned by the Head of Sales to help identify current and potentially emerging peer players as well as their respective distribution set-ups and asset flow segmentations. We provided our findings in a 60 page study, which we presented and discussed at the client’s offices. In our assessment we addressed:



- Detailed peer SWOTs

- Asset origin (wholesale vs.. institutional)

- Distribution team set ups (number, sector & country splits)

- Quality, reputation / perception of people involved, including leadership

- Brand, marketing & communication

- and much more.


EUR 1 TRILLION PLUS
U.S. ASSET MANAGER

> Ongoing European fund
distribution intelligence services

We were mandated by a task force composed of senior delegates from sales, product proposition and market research to help the client in strategic decision making on all key aspects of the client's scheduled expansion into Continental Europe. Key aspects and recommendations were discussed on an in-progress basis with the task force and the final study was also presented to the client’s board of directors. The deep dive 100 page study on Continental European fund distribution included major bespoke elements such as:


EUR 100 BILLION PLUS
UK ASSET MANAGER

> > Continental European Market
Entry Intelligence & Strategy

We were mandated by a task force composed of senior delegates from sales, product proposition and market research to help the client in strategic decision making on all key aspects of the client's scheduled expansion into Continental Europe. Key aspects and recommendations were discussed on an in-progress basis with the task force and the final study was also presented to the client’s board of directors. The deep dive 100 page study on Continental European fund distribution included major bespoke elements such as:



- Product focus, pricing and share classes

- Asset target quantification

- Scoring of target countries

- Scoring of investor channels per country

- Staffing recommendations

- Brand & communication strategy


EUR 50 BILLION
EUROPEAN ASSET
MANAGER

> Prioritization of European
UCITS & sub-advisory
distribution efforts & budgets

We were assigned by the board of the client to accompany the annual European sales meeting, to assess the business plans and set-ups of the client’s European country teams in order to help the board in final strategic decision making in terms of effort and budget allocations. After receiving each individual country business plan in advance, we attended the European senior sales meeting, where we stimulated and challenged the conversations during the interactive workshop in order to create a more un-biased, objective and most importantly, productive planning session. We then provided to their board our SWOT analysis, strategic observations and clear recommendations on single country strategies and the overall prioritization of budget and effort allocation in writing, accompanied by a board conference call briefing.