Consultancy for asset managers

‘MAXIMISING THE OPPORTUNITY’

Maximising the opportunity

Product positioning

  • Helping fund managers assemble and articulate roadshow presentations
  • A unique selector and sales view of material and delivery
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Manager presentation and strategy deep dive workshops

  • 360° assessment of astrategy, from top-management perspective to peer-group comparison
  • On-site visits, full in-depth analysis and product documentation review
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Manager selection for white-labelled products

  • Leverage existing strengths, sales team and product structure
  • Helping to find appropriate international partners, with similar values and approach, in order to complete a product offering
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Consultancy for private banks and family offices

‘ASSESSING CLIENT SUITABILITY’

Outsourced manager/fund selection

  • A-Z examination of current fund offerings in client portfolios – from checking existing documentation, verifying suitability and where necessary doing onsite due diligence visits
  • The aim is not to provide lists of funds, but assess strategies currently used and to suggest suitable value-added changes
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Single asset or multi-asset class research

  • Expertise across all investment asset classes

Proprietary quantitative and qualitative process

  • Anglo-Swiss has many years of fund selection experience, utilising quantitative analysis to add value to its proven high-quality qualitative research capability
Consultancy and development for global pension markets

‘ACHIEVING AMBITIOUS OBJECTIVES’

Dedicated manager research for pensions

  • Extensive experience in manager research for institutional investors – such as in the Dutch pension fund industry – enables Anglo-Swiss to provide valueadded manager selection for the pensions market

Match outstanding strategies to pension managers

  • Anglo-Swiss partners have a strong track record of matching appropriate managers for pension funds and can partner with boutiques and specialist asset managers
  • This approach aligns interests right down the value chain, meeting the objectives of institutional clients

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Development for asset managers within Europe

 ‘CAPITALISING ON GROWTH’

Open access to European banking, family office and pensions markets

  • European markets are often complicated and expensive to enter, but Anglo-Swiss’ development expertise can help managers make an impact in this crucial market.

Selected managers/funds (1)

  • Applying a rigorous selection criteria, Anglo-Swiss will only distribute a limited number of managers to its European network.

Targeted reach (1)

  • Instead of complex and costly retail distribution, Anglo-Swiss targets high-level clientele, where product requirements are strongly established.

 

(1) We are regulated by the Swiss Financial Market Supervisory Authority FINMA for distribution in Switzerland.