Sales Programmes

Our direct marketing and sales professionals specialise in investment markets and deliver new sources of investment to fund owners and managers

Our role

We deliver highly qualified prospects because we know the right people and we know how to reach them effectively.

Our constantly updated database covers key investment decision-makers including Discretionary Managers, Fund Managers, Fund of Fund Managers in sectors including Investment Banks, Private Banks, Stockbrokers and Family Offices.

We articulate the most powerful proposition for the fund based on our knowledge of investor needs and then use a combination of direct marketing and contact marketing to bring funds to the attention of prospective investors. Having established a level of interest in the fund, we then initiate dialogue between the fund manager and the investor.

CASE STUDIES

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Revitalizing fund communications

Premier

Premier Asset Management

Brooks Macdonald

Expanding distribution outside IFAs