Our Contribution

 

  • Independent Product Specialists, with a deep knowledge of the investment strategies we represent, allowing our managers to focus their activity in the investment management and entrusting us the development of their sales strategy. At the same time, we try to be a quality speaker with our institutional clients being able to explain them each strategy in a detailed and thorough way.

  • Extensive network of institutional clients with access to the main responsible persons for:

- Pension Funds and Insurance Companies
- Funds Platform
- Fund of Funds
- Private Banks and Family Offices
- Consultants.

  • • Design of the sales strategy for our managers:

- Identifying long-term potential customers for each strategy
- Identifying the best distribution channels
- Adapting the marketing presentation to the local environment
- Defining the responsibilities in the sales strategy of the management company and MCH
- Establishing a process for tracking sales

  • • Long term relations: our goal is to build a lasting relationship with our managers, in a framework of mutual exclusivity, which will be strengthened over time and in different market environments. It is in the most difficult market times when it is more important to intensify the proximity to customers and to our managers. The partnership should rely on:

- Mutual assistance
- Open communication
- The alignment of interests
- Trust and chemistry.