Pre marketing preparation.

We review current market offerings, taking into account market conditions, advise on fund structures, fees, assist in adaptation of marketing materials for a European audience.

Investor Roadshows.

We set up qualified introductory meetings and secondary meetings during the monitoring phase. For our Asian and US managers, this usually requires four five day visits per annum.

Post Investment.

We assist in the review process to ensure a high level of transparency between the manager and investor.

Investor targeting.

We initially perform soft marketing activity with our existing investor clients, collecting valuable feedback on the strategy. This allows us to compile a bespoke list of target investors whose objectives are compatible and relevant to the investment strategy.

Due Diligence.

We support the entire investment and operating due diligence phases by maintaining regular communication with the investor and feedback to the manager on any issues.