Distribution partners
Over the span of ten years, our experience in wealth management and our capacity for innovation have enabled us to become one of Europe’s leading partners for financial intermediaries.
Whether you represent a bank, an insurance company, or an independent asset manager, we can provide you with a broad range of financial services to extend your product range or enable you to offer your clients new services.
We work with you to find the solution best suited to your needs.
Assistance with fund distribution
Our expertise in fund distribution is at your disposal. We provide high-quality advice on marketing our funds and regularly participate in training sessions for your financial advisors.
Management through funds based on customized product selection
Every distribution partner’s situation is unique. For example, where a client is looking to develop a fund-based management concept, using our products or those from other institutions, we are able to contribute substantial wealth management and research expertise as well as experience in designing financial products.
We have already developed fund-based management concepts with various distinguished partners, including:
Fund reporting
As well as issuing consolidated information at regular intervals, we invite you to attend frequent round tables, where we can update you on the performance of our products. In addition, our specialists are always happy to provide any further information you may require.
Special theme days
We organize theme days and roadshows for you on a quarterly basis, where our asset managers, economists, and strategists explain our investment views and recommend solutions suited to your requirements.