Bespoke Strategic Advice

Within strategic advice mandates we typically assess the client, its products, capacities, infrastructure, culture and ambitions holistically. We help the client to develop or to optimize its European fund distribution business, either on a cross-border, specific jurisdiction or specific investor group level while applying state-of-the-art research and clear forward thinking recommendations addressing all relevant aspects from a 360 degree perspective. Research and advice is delivered in form of customized studies and presented personally at the client’s offices. In order to match the client’s set-up, capacities and ambitions a number of interim conference / video calls or meetings may be required.

Typical project elements are:

- Assessment of target market(s)

- Trends, challenges & opportunities

- Strategic & tactical observations

- Operational requirements

- Client service model & sales model requirements

- Asset target quantification and segmentation

- Respective key player universes

- Clear recommendations on every aspect