• General Advice on sales strategy/product placement
  • Advice on fund structures, platforms and service providers, including all regulatory requirements for regulated and unregulated institutional investors
  • Advice on potential strategic partnerships in target markets
  • Coordination of investment manager searches
Service Advisory

Service Advisory

  • General Advice on sales strategy/product placement
  • Advice on fund structures, platforms and service providers, including all regulatory requirements for regulated and unregulated institutional investors
  • Advice on potential strategic partnerships in target markets
  • Coordination of investment manager searches