Advisory Services for Asset Managers

The Cardinal Partners offers comprehensive advisory services to help asset managers achieve their goals to improve, enhance, and grow their businesses. We draw on decades of experience in both direct line management and strategic consulting at industry-leading global firms. The results are market data-based insights, actionable recommendations, and a specific workplan tailored to our clients’ objectives and culture.

Our Advisory Services

Growth strategy and business expansion

Global market entry

Distribution strategy and implementation

UCITS platform consulting

Organizational design

Critical staffing

Acquisition due diligence

Joint venture / strategic alliance management

Medium- to long-term strategic planning

Performance and Track Record

Focus on results
Built a specialty asset management firm from the ground up including: Establishing a European-based UCITS funds platform; hiring global sales, operations, legal, and compliance professionals; and, teaming with several best-in-class U.S. asset managers seeking to expand their global distribution outside North America.
Worked with a top-performing U.S. asset manager to re-start its dormant offshore mutual funds business.
Designed a strategy for a leading Boston-based asset manager to enter the highest-potential global retail markets.
Assisted a London-based emerging markets boutique to develop a comprehensive plan to enter the global funds business.
Developed the U.S. and Global institutional distribution strategy for a $800 Billion AUM U.S. asset manager.

Strategic Expansion

Identify the highest potential markets / channels for our clients’ current (and planned) asset management strategies

  • Funds (e.g., UCITS)
  • Separate accounts / institutional mandates
  • Sub-advisory mandates
  • Share classes
  • Pricing
  • Customized portfolios

Build a high-performing client engagement model for each market

Business Development

  • Sales teams
  • Internal sales support
  • Marketing materials
  • Client maintenance
  • PM and CPM roles
  • Sales tracking and reporting
  • Compensation
  • Recruiting
  • 1 Year, 3 Year, 5 Year
  • Quarterly projections

The Cardinal Partners Global, S.à.r.l.

11 A  Rue Jean Pierre Kommes
L-6988 Hostert Niederanven
Luxembourg

The Cardinal Partners Global, LLC

201 West 72nd Street, Suite 14B
New York, NY 10023
U.S.A.