Case Studies
Our case studies illustrate how we help asset managers and asset servicers to master global fund distribution
Market strategy
Swiss boutique asset managerSwiss boutique asset manager intended to place its highly specialised Cayman domiciled fund managed by a European AIFM with its existing European professional clientele under private placement regimes ...
Market selection
French emerging asset managerA top Tier 2 European asset manager was already distributing in several European and two Asian markets. However, he was concerned about the risk of failing to comply with local regulatory requirements ...
Practical knowledge and monitoring of duties
Tier 2 European asset managerClient distributing in Europe and Asia was concerned about the risk of failing to comply with local regulatory requirements.
Marketing material compliance for multiple jurisdictions
Tier 3 Luxembourg asset managerTier 3 Luxembourg asset manager already distributing its funds in several EU and non-EU markets was concerned about the risk of failing to comply with non-harmonised local marketing material rules.
Cost Optimisation
UK asset managerUK asset manager distributing a Luxembourg product range in 10+ markets needed a review of the ongoing costs relating to the regulatory requirements in several markets.
Product development
Leading global asset servicerGlobal asset servicer decided to enrich its service offering for asset managers with a comprehensive distribution support solution covering over 40 markets in Europe, Asia, the Middle East and South A ...