What We Do Best

Areas of expertise

With collectively over 100 years of experience in the investment management industry our knowledge and insights can help you find solutions to even the trickiest challenges.

Market segmentation

For clients who wish to familiarise themselves with the institutional marketplace or specific segments within it.

Investment Proposition Overview

We will objectively assess how likely your investment strategy will be bought by the different segments of the institutional marketplace.

Materials and messaging

Working with an expert in digital marketing, we can transform your presentations into a narrative that really tells the right story.

Product Development

We can help you understand how the product fits within a wider portfolio context and develop it accordingly.

Product Assessment

We can help you understand how your proposition against criteria used by clients and their advisors.

Product Distribution

Working with platform partners, we can guide you through the choice of vehicles for the each client segment

Sales Strategy

Building out the crucial elements of taking an investment proposition to market - working with your sales team or using our dedicated sales team at Black Isle Capital Partners

Sales support

Through our regulated partner, Black Isle Capital Partners, we can act as your outsourced sales team.

Impact assessment

We work in partnership with Innovest Advisory, a specialist in impact investing, to determine your sustainability credentials.

One Step Ahead

Why Choose Us

We understand your concerns, having faced many of them ourselves – let us help you avoid the pitfalls.

01

Driven

We are independent, aligned to help you to succeed.

02

Professional

With our background of working within large financial firms, we understand what is expected and our deliverables are of the highest quality.

03

Experienced

With collectively over 100 years of experience through many market cycles, we can bring the experience to bear on the challenges you face.

Ask Us Anything, Anytime.

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