We work with a wide range of professional investors, including discretionary managers, investment advisors, private banks, family offices, multi-manager teams and institutional investors.
For more information on our product offering, get in touch.
We look to distribute across advisory network channels, partnering with asset managers that demonstrate the following chracteristics:
01
A proven investment approach, whether active, passive or beta strategies.
02
A strong market understanding, with platform representation.
03
Fulfilling a need for professional clients and their investors, including ACD relationships.
Professional Investors
Our clients span the whole spectrum ofprofessional investors, including discretionary managers, investment advisors,private banks, family offices, multi-manager teams and institutional investors
We look to distribute to managers that demonstrate the following characteristics:
•Active managers delivering alpha (vs. benchmark trackers) High conviction, best idea portfolios •Focused on long term performance •Fulfilling a need for professional clients and their investors