Sales and relationship management

Our market: we primarily sell to the UK discretionary investment community which consists of: private client wealth managers, private banks, family offices (single & multi), investment consultants, funds of funds, multi-managers and investment-focussed IFAs.

Our remit: we are retained by our fund manager partners to fulfil all of the functions of an in-house sales team. We are not "fly-by-night" capital raisers but place great emphasis on the long-term nature of the relationship we have with our product providers. As such it is crucial that we are a sustainable solution to your asset-gathering requirements.

Relationship management: we believe we understand the needs of our investor base and strive to always deliver the highest possible standards of relationship management. Crucial to our approach is the emphasis we place on ensuring that any interaction with clients is characterised by the highest possible standards of integrity, accuracy and relevance.