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Our work in fund management has focused on two categories of
assignment: the formulation and/or validation of an existing
strategy for expansion beyond the client's home market, and
the identification and selection of a strategic partner across
the Atlantic Ocean. In the latter context, we have worked both
for US product providers looking for strategic distribution
partners in Europe, as well as European banks interested in
knowledge transfer from a US partner.
Representative assignments:
- Employed by a leading global fund manager on an extended
basis first to validate its existing strategy for penetration
of major European markets and then to assist in the execution
of this strategy
- Assisted two Scandinavian banks to identify possible US
and UK fund management partners and, following a beauty
contest in which selected candidates presented their offerings,
assisted the client in ranking the candidates based on previously
agreed criteria
- Carried out evaluations of international fund management
strategies, and made recommendations of priority initiatives
for the future for a major French bank as well as a leading
German banking group
- Evaluated best practice in marketing retail investment
products to a mass affluent client base for a leading Scandinavian
bank
- Carried out extensive search on behalf of a major U.S.
fund manager for a European distribution partner
- Analysed global market opportunities for a European hedge
fund manager
Publications:
The global pension market: meeting the demand for retirement
savings
(Smith Barney)
Trends in European asset management
(Smith Barney)
Main Contacts:
Steve Davis
Jacques Favillier
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