You are searching for precise, high-quality and customized investment management support, advice on your ETP business development or individual consulting about indexing and ETFs? Here you find an overview about our independent, reliable and holistic service range. Select the solution that fits best your practice and your needs.

TRENDSCOUTING. DUE-DILLIGENCE. STRAIGHT FORWARD.

We understand the investor needs very well and deliver insights that will make a difference:

  • INDUSTRY RESEARCH: Frequent reviews on ETP & Indexing Industry trends
  • DATA ANALYTICS: ETF & Indexing data monitoring; fully tailor-made
  • ETP SCOUTING: Frequent ETP research, ETF product comparisons and index analytics
  • IDEAS GENERATION: New product and index ideas
  • MARKET INTELLIGENCE: Provider reviews incl. rigorous due-dilligence
  • PROJECT SUPPORT: External project support dedicated to financial markets

Tap into any asset class or market that makes sense for your sophisticated client’s goals. We will deliever an independent view by which ETPs you can get access. Of course, we consider the best possible pricing and performance features available on the market. We combine unbiased guidance, market expertise and best practices.

 

Our emphasis is on rich content and data analytics — strongly focussed on Exchange Traded Products.

 

BE SUCCESSFUL. ON BOTH SIDES OF THE ATLANTIC.

Cross-border services have always been an important pillar in the wealth management industry. In the wake of the latest financial crisis, the US and Europe have issued strict provisions with huge impact for the financial markets and the product and service offering. We offer specific services for advisors, asset managers and product issuers including:

  • REGULATORY ADVISORY: Tailor-made project support for a market entry in Europe (incl. cross-registration, UCITS launches, SMAs)
  • PRODUCT & SERVICE DESIGN: Advisory on product design for institutional and retail offerings
  • LOCAL ADOPTION: Individual product adoption to local specifications
  • MARKET PREPARATION: Highly effective communications and individual PR services through external partners

With our interdisciplinary team of wealth management professionals, lawyers, and IT specialists, we ensure the required know-how and experience to provide comprehensive assistance in all aspects of cross border issues.

 

The services are clearly dedidcated to small- and mid-sized investment product providers (ETFs, mutual funds, alternative asset managers) and HNW advisors which search for an vital, committed partner with outstanding passion.