Consultant & B2B Placement Agent
Your Idea is our Passion
Clients and Beneficiaries of our Service Packages
- Asset Owner
- Family Offices
- Banks
- Asset Manager
- Financial Intermediaries
- Fund Initiators
- Solution Package
- Optimization along the entire value chain of the fund business
- Individual solutions that are theoretically sound and developed by practitioners together with the client
- Direct added value through practice-oriented solutions that can be implemented quickly, fit into the company’s processes and culture, and are broadly accepted by employees
- Solution Package
- Market entry into the German B2B fund market without the commitment of large financial and human resources
- Expansion of the asset base through professional market positioning, tapping into new sales and target group potentials, as well as access to a unique network built up over decades
- Target group-specific sales process systematically managed through a sophisticated CRM system, consistently and opportunistically exploiting sales potentials
Selected References: Consulting Clients & Placement Partner
