Service

Fund Distribution

Our experienced team has the knowledge and partner network to build the bridge between the retail audience and professional investment vehicles. Our mission is to democratize the elite funds business for the wider masses by offering exciting fund investment to the B2C market.

STRUCTURING & SETUP

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We can structure the most suitable investment vehicle tailored to the investment strategy and target investors. This includes the application procedures with the respective regulators and the engagement of suitable service providers.

RAISING CAPITAL

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Raising capital for funds or other investment vehicles is the biggest challenge for most investment managers. We can support with preparing marketing materials, finding suitable target investors and structuring the capital raising process as a whole.

B2C distribution

Open/Close

Our team has the experience, knowledge and partner network to build the bridge between the retail audience and professional investment vehicles. We advise and execute fund distribution structures that enable an investment fund to target the retail market. In order to do so effectively, we take into account the relevant laws and regulations as well as requirements around liquidity terms, investor reporting and risk management. Furthermore, we can support in the actual distribution efforts due to its priority access to large distribution networks for financial products.

STRUCTURING & SETUP

Open/Close

We can structure the most suitable investment vehicle tailored to the investment strategy and target investors. This includes the application procedures with the respective regulators and the engagement of suitable service providers.

RAISING CAPITAL

Open/Close

Raising capital for funds or other investment vehicles is the biggest challenge for most investment managers. We can support with preparing marketing materials, finding suitable target investors and structuring the capital raising process as a whole.

B2C distribution

Open/Close

Our team has the experience, knowledge and partner network to build the bridge between the retail audience and professional investment vehicles. We advise and execute fund distribution structures that enable an investment fund to target the retail market. In order to do so effectively, we take into account the relevant laws and regulations as well as requirements around liquidity terms, investor reporting and risk management. Furthermore, we can support in the actual distribution efforts due to its priority access to large distribution networks for financial products.