Our main mission is to help our Asset Management partners establish a presence with professional clients in France, Belgium, Luxembourg and Monaco. To this aim:
- we acquire adequate knowledge of the management characteristics of the proposed funds
- we contribute to the local marketing, weighing market and fund potential with inherent investment risks
- we organise client meetings and take advantage of portfolio manager visits to organise group presentations
- we coordinate responses to RFPs with the relevant teams
- we regularly meet investors to follow up on their investment projects
- we report on our activity
- we comply with the Code of Ethics of the AFTPM, the French Association of Third Party Marketers
- we follow the regulatory environment, and work to improve transparency and safety of the investment process.