The perennial challenge of ensuring that fund managers can effectively communicate their approach and focus to professional fund buyers is being addressed through a new deal between Anglo-Swiss Advisors and Incisive Business Media.
Anglo-Swiss Advisors will provide services to groups looking to improve the chances of their managers closing deals with buyers - who are attending events hosted by Incisive Business Media and related publications such as InvestmentEurope - by analysing the people and processes involved in presentations in order to put forward suggestions to make those presentations more effective.
Anglo-Swiss looks to provide an unbiased external view of fund managers, basing its advice on the experience of its founding partners, which includes more than 20 years of selecting funds, and attending over 5,000 presentations across the world in that time.
Its approach is to collect and analyse all data on a particular strategy before meeting the responsible teams, then pursuing workshop meetings at a manager's own office, and to generate constructive outcomes that obtain buy-in from investment, marketing and sales teams.
This process leads to production of a summary that can be used to improve the efficacy of presentations to other financial professionals, such as fund selectors.
Philip Goldsmith, managing partner at Anglo-Swiss Advisors said: "We are delighted to enter into this partnership with Incisive Business Media, a firm with which I have been successfully doing business for more than 20 years."
"We believe that our workshops will help fund managers get the most out of Incisive Business Media's excellent investment forums by helping them position their funds in a way that will best appeal to the fund buyers who attend. In our workshops, with our team's many years' experience as fund buyers we can help the fund manager understand what is really needed in order to raise assets for their fund."
Anglo-Swiss Advisors has been formed by three partners of considerable industry experience over multiple decades:
- Philip Goldsmith, managing partner. Previously head of Sales, Global Private Banks at Standard Life Investments, Ignis Asset Management, and New Star Asset Management, he helped establish the Association of International Life Offices (AILO) while working as Sales and Marketing director at Old Mutual International, and was its chairman for three years following AILO's establishment.
- Laurent Auchlin, managing partner, has spent nearly all of the past 25 years in manager and fund selection, more recently in charge of a new service for UHNWIs at Credit Suisse. For 15 years to 2015, he launched and headed the Open Architecture Department at Lombard Odier. He also established the while label PrivilEdge Sicav.
- Jean-Marc Bianchi, partner, has some 40 years of financial industry experience. Before joining Anglo-Swiss, he established and managed a Swiss equity fund at Gonet & Cie, for La Française AM Lux. He has held various positions at Lombard Odier Bank, including management of multiasset portfolios for Swiss and European Institutions.