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.
For clients who wish to familiarise themselves with the institutional marketplace or specific segments within it.
We will objectively assess how likely your investment strategy will be bought by the different segments of the institutional marketplace.
Working with an expert in digital marketing, we can transform your presentations into a narrative that really tells the right story.
We can help you understand how the product fits within a wider portfolio context and develop it accordingly.
We can help you understand how your proposition against criteria used by clients and their advisors.
Working with platform partners, we can guide you through the choice of vehicles for the each client segment
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
Through our regulated partner, Black Isle Capital Partners, we can act as your outsourced sales team.
We work in partnership with Innovest Advisory, a specialist in impact investing, to determine your sustainability credentials.
We understand your concerns, having faced many of them ourselves – let us help you avoid the pitfalls.
We are independent, aligned to help you to succeed.
With our background of working within large financial firms, we understand what is expected and our deliverables are of the highest quality.
With collectively over 100 years of experience through many market cycles, we can bring the experience to bear on the challenges you face.
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