Investor Relations

Reassurance that there is substance behind your website.

Crowd Funders, Financial Services, Fin Tech and other online businesses use our team to reassure their customers and clients.

Our clients include;

  • Asset Managers
  • Property Funds
  • Employee Benefits
  • SME Crowd Funders
  • A High Street and Corporate Bank

Are your customers/investors worth more than a ‘live chat’ on your website?

Our service

We are a highly professional and knowledgeable voice. The key driver is to reassure your clients/investors that there is substance behind your website. Predominantly drawn from a banking, finance and legal background, our USP is our team, all of whom have both a deep and rounded knowledge of finance, legal and business services along with the necessary caring professionalism.

The service is an outsourced, organised, knowledgeable and professional investor relations person/team. What our clients ask from us is varied;

  • Managing admin@email accounts – dealing with inquiries such as credit and money laundering through to talking customers through their online investment
  • Managing sales@email inquiries – reassuring investors through to arranging meetings with business development directors
  • Inbound phone lines – for both sales and admin/support
  • Courtesy calls to new and long term investors/customers
  • Building and nurturing partner/introducer programmes and arranging meetings for your business development team

Some of our team

Toby

Toby

Masters in European Law

Alan

Alan

Private Client Banking

Paul

Paul

Equities and Bonds analyst

Tasmin

Tasmin

Premier Private Client Banking

David

David

Private Client Banking

Our clients

Employee Benefits
Banks
UK, US and EMEA Law Firms
Funds Administrators
Asset/Investment Managers
Technology suppliers
Alternative Finance/Fin Tech
Accountants
Scheme Actuaries and Risk Managers
Fiduciary Managers
DC Master Trusts

Their range of target markets

UK DB/DC Schemes
EMEA Endowments & Funds
Eastern European Oil
Middle Eastern Financial Institutions
IFAs/Intermediaries
Local and Central Government
Universities
US and EMEA endowments
Charities

Listen to a sample call

call recording