Our first asset management client, from 2006,
is still with us in 2024.
Our first asset management client, from 2006,
is still with us in 2024.
Prospect databases of decision makers in DB / DC schemes, Wealth Managers and Corporate sponsors, Family Offices and much more.
A corporate lead generation service including; buyer intent, LinkedIn automations, prospect data and consultant telemarketing.
IFAs, Lawyers, Accountants, Corporate HR, Immigration Agents, Actuarial, Family Offices, Consultants, Independent Trustees. Do you know them all and communicate regularly enough?
Fed up with BD people leaving and taking their contacts with them?
Not making enough of the contacts they join with?
Do your partners and seniors know how to build and then implement a client acquisition strategy?
To improve:
3* and below significantly threatens client acquisition and demoralises staff.
Do they connect enough, respond in a timely fashion and join in?
Development of marketing collateral to support your outbound marketing strategies.
Case Study Targeting IFAs
Case Study High Net Worth
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.”
If you want leads into institutional, retail & other intermediaries
just fill out the form below or book a time for a call.