Fund Promotion and Asset Manager Presence

Our main mission is to help our Asset Management partners establish a presence with professional clients in France, Belgium, Luxembourg and Monaco. To this aim:

  • we acquire adequate knowledge of the management characteristics of the proposed funds
  • we contribute to the local marketing, weighing market and fund potential with inherent investment risks
  • we organise client meetings and take advantage of portfolio manager visits to organise group presentations
  • we coordinate responses to RFPs with the relevant teams
  • we regularly meet investors to follow up on their investment projects
  • we report on our activity
  • we comply with the Code of Ethics of the AFTPM, the French Association of Third Party Marketers
  • we follow the regulatory environment, and work to improve transparency and safety of the investment process.