Creating leads for asset managers since 2006

Our first asset management client joined us in 2006;
still with us in 2020.

Contact us
NEW: Covid, lead generation and easing lockdown.

 

By way of background our Asset and Investment Management clients by and large target two markets; IFAs / DFMs / Family Offices and High Net Worth Individuals, either directly or through other intermediaries.

The covid story has been one where those dealing with the end user client have been COMPLETELY focused on servicing clients rather than growth, in effect saving AUM. One of the unexpected and welcome side effects of this attention to clients has been an increase in referral rates, possibly due to the attention or maybe because no one has been actively marketing / business developing.

In the last few weeks the story has been very different. IFAs and DFMs etc. have settled down. They can once again talk to Asset Managers and those dealing with clients directly and have found that the intermediary market is once again open for business development and relationship building.

Case Study Targeting IFAs

Database: from an initial list of 1,200 firms. We cleaned and verified 600 that met the criteria

 

Lead Generation: 60+ leads per annum with MD or equivalent

 

Pipeline: An ongoing campaign continuously feeding leads
LinkedIn: Most prospects have become 1st connections and put in a Navigator list for tracking, sharing and bespoke messaging

Case Study High Net Worth

The challenge:  To create an intermediary ‘fan base’ for immigration, inheritance, divorce and ‘other’ liquidity events.

 

Database: Created a prospect database of 640 private client lawyers, and immigration agents

 

Lead Generation: 8 leads per month both face to face and online

 

Nurturing: Virtually the whole database is now receiving monthly updates and event invitations

 

Testimonial and accreditations

"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.
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."

Simon Carter: Carter Dawes; IFA

Accredited for 5 years.

FSQS: You 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.

Services

Full BPO or cherry pick services

Data sourcing and optimisation

Lead generation

Telemarketing

Business development coaching

Turnkey Solution for asset managers reaching the UK IFA/DFM market

What does our team say?

Peter Rosenwald

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.”