Our first asset management client, from 2006,
is still with us in 2022.
Over the Covid experience demand, for ESG messaging, has accelerated as investors seek an integration of ESG factors in the investment process. Private investors, advisors, DB Trustees and DC Scheme Members are becoming more aware that ESG investment does not mean compromising on financial outcomes.
Where does this leave the demand and format for new business meetings?
Firstly, demand is healthy , prospects are receptive to messaging not only for ESG solutions but also areas such as Alternative Investments and Mastertrust consolidation. Secondly, as business becomes more focussed on sustainable investments goals, is it appropriate to be flying and driving to these business development meetings? We have a cohort of clients who are now successfully building online meetings into their business development process and can evidence that for a first meeting, the online format reduces the gestation period for deal progress. We fully accept that a number of business development teams believe that the Face to Face meeting throughout the business development process is of ‘more value’.
As a result, we suggest that our clients offer a choice of either online or face to face to create and nurture business development pipelines.
Case Study Targeting IFAs
Case Study High Net Worth
"This was a new initiative for us and the results have exceeded our expectations. The collaboration has been successful, and we have found Chartered Developments to be extremely professional and well organised."Claire Linane: KAS Bank; Compliance Officer
"An added bonus to the business secured is the provision of sources of ongoing referral business.Simon Carter: Carter Dawes; IFA
Chartered Developments are not at all what we expected from a telemarketing company, very professional and knowledgeable of the financial services industry. Clearly experts in their field."
Accredited for 5 years.
FSQS: You may not know FSQS by Hellios. It is a very high standard for Risk Management and Compliance used by the Financial Services sector; Banks, Building Societies and Investment Managers. For Asset and Investment Managers it means that our data compliance, security and processes are up to the standard you should expect from an outsourced supplier.
Paul Gray – Account Manager: With a certificate in Investment Management 14 years at Schroders, ABN Amro and Deutsche Asset Management.
“Through telemarketing I create leads for asset and investment managers and nurture their prospects over the long term. And it’s this long term that is so important. The timing must be right. Our most successful clients (those who joined us in the mid noughties and still going) have reaped the rewards of their patience. Up to billions in AUM from understanding the long game.”
Peter Rosenwald – Founded Chartdev in 1997:
“I coach Investment Managers, IFAs etc. in their personal business development. Building processes and ensuring implementation to deliver long term AUM.
Very much like building Chartered Developments, the key to success isn’t rocket science. The key is to continuously do the grunt work. Daily routines on lead generation and brand building.”