Setting Up a Fund

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Key Facts

Dublin serves as a key hub for fund servicing operations within the global asset management industry. Dublin has over €2 trillion in assets under management in over 13,000 funds. Irish domiciled ETFs represent approximately 50% of the total European ETF market and over 40% of global hedge fund assets are serviced here. Net assets of UCITS stand at € 1.5 bn. There are 14,000 people employed in the Irish funds industry, with 39 international fund administrators, 19 custodians and 11 fund auditors. Also, the country is a world leader in aircraft leasing. Its combination of European Union membership, strategic location and business-friendly laws make Ireland one of the most popular offshore options.

No. of Funds

13,000

AUM

$2 trillion

No. of Funds

www.centralbank.ie

Offices

Finscoms_Logo_multi_Hires Setting Up a FundFinscoms is a communication and marketing business established by industry professionals with significant experience and expertise, technical knowledge and a proven track record in relationship building, funds marketing, legal marketing and communications within the Financial Services Industry. Finscoms parent company is The Simpson Marketing Partnership Ltd

Key Contact

www.finscoms.com

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Key Facts

Malta possesses sound legislation, a highly skilled workforce, solid infrastructure, excellent international links, a favourable taxation system as well as numerous Government grants and exemptions. Malta is fast becoming the go-to country for setting up a business in the Mediterranean. Malta is economically and politically very stable, and so it is a highly attractive prospect for anyone wishing to invest in or set up business. The number of foreign investors and residents is growing year on year, thanks in no small part to the island’s strong property market. There is €9.8 billion in assets under management in nearly 650 funds in the country. There are 30 international administrators, 11 custodians, 19 fund auditors and 15 law firms in Malta.

No. of Funds

650

AUM

$10.5 billion

Regulator

www.mfsa.com.mt

Offices

Ganado-Advocates Setting Up a FundGANADO Advocates is a leading law firm based in Malta, widely recognised for its business and commercial law practice. Consistently ranked by clients, peers and independent directories alike as a top-tier law firm in all its core sectors, the firm aims to provide its clients with sound yet practical legal advice based on its unparalleled experience and industry insight. GANADO Advocates traces its roots back to the early 1900s and is today one of Malta’s foremost law practices and possibly its most prestigious one.

Offices

Finscoms_Logo_multi_Hires Setting Up a FundFinscoms is a communication and marketing business established by industry professionals with significant experience and expertise, technical knowledge and a proven track record in relationship building, funds marketing, legal marketing and communications within the Financial Services Industry. Finscoms parent company is The Simpson Marketing Partnership Ltd

Our Contact

www.ganadoadvocates.com

 

 

 

Key Contact

www.finscoms.com

Luxembourg-2-opt-1-e1507809740486 Setting Up a Fund

Key Facts

Luxembourg is the largest European Union fund domicile. That's due in part to the country's top S&P rating. Luxembourg revels in the highest ratings from leading agencies such as Moody's and Fitch, and remains the clear financial sector leader in the Eurozone. Luxembourg has over €3.6 trillion in assets under management in over 13,000 funds. Luxembourg domiciled UCITS represent approximately 37% of the total European UCITS market. Investors appreciate the country’s extreme stability in regards to its politics, economy, and tax policies. Luxembourg is also gaining attention for its creation of low-tax, high-security storage facilities for the housing of assets such as fine art, precious metals, classic cars, and even wine.

No. of Funds

13,000

AUM

$4 trillion

Regulator

www.cssf.lu/en

Offices

Finscoms_Logo_multi_small Setting Up a FundFinscoms is a communication and marketing business established by industry professionals with significant experience and expertise, technical knowledge and a proven track record in relationship building, funds marketing, legal marketing and communications within the Financial Services Industry. Finscoms parent company is The Simpson Marketing Partnership Ltd

Offices

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PwC Luxembourg (www.pwc.lu) is the largest professional services firm in Luxembourg with 2,700 people employed from 58 different countries. It provides audit, tax and advisory services including management consulting, transaction, financing and regulatory advice to a wide variety of clients from local and middle market entrepreneurs to large multinational companies operating from Luxembourg and the Greater Region. It helps its clients create value they are looking for by giving comfort to the capital markets and providing advice through an industry focused approach.

Offices

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Hance Law is a Luxembourg niche boutique law firm specialized in business, tax, and financial law. Our Luxembourg corporate lawyers provide legal advice to our clients to allow them to take advantage of appropriate and favourable legal frameworks, whether it be to incorporate companies or investment funds, to elaborate international tax optimization schemes, to incorporate funds raising operations in order to fund new projects or companies, to ensure the protection of values and assets, and finally, to execute and manage of international transactions in a secure legal framework.

Key Contact

www.finscoms.com

 

 

Our Contact

www.pwc.lu

 

 

 

 

Our Contact

www.hance-law.com

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Key Facts

Switzerland, as an important financial center, has always been very attractive for the asset management industry and in particular investment funds. Since Switzerland's decision not to access the European Economic Area (EEA) in 1992, the market for investment funds in Switzerland has been separated into two types of activities: the distribution of foreign collective investment schemes in Switzerland and the production of Swiss collective investment schemes. Switzerland has become a very important market for the distribution of foreign funds but also has a very important domestic market for Swiss funds. The distribution of foreign investment funds in Switzerland has grown significantly, particularly in the last decade. For retail investors, due to the fact that Switzerland is not a member of the European Union (EU) or of the EEA, Swiss funds cannot be marketed with the UCITS passport within the EU countries. Therefore, in order to have access to the European market, several Swiss actors have established fund management companies in the EU and set-up UCITS platforms. Such UCITS funds are then not duplicated for the Swiss market, but are distributed in Switzerland. The Swiss market is also very attractive for foreign fund management players who want to access the Swiss market and raise money in Switzerland for their products.

No. of Funds

1,551

AUM

$900 billion

Regulator

www.finma.ch/en

Offices

pwc_logo_3463 Setting Up a FundPwC Switzerland is the leading audit and advisory company in Switzerland. As an independent member of the international PwC network, we help organisations and individuals create the value they are looking for. Whether your needs are international or local, large or small, we are on hand to serve as your partner for assurance, tax and advisory.

Our Contact

www.pwc.ch

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Key Facts

The Cayman Islands have a history of serving as a preferred destination for funds being advised by investment banks. The country ranks first globally among offshore hedge fund domiciles, and is the fifth largest financial services center in the world.There are $3.5 trillion in net assets under management in close to 11,000 registered funds. There is in excess of 2,700 private equity funds with over $800 billion in gross assets and in excess of 300 real estate funds with over $4.3 billion in gross assets. There are 106 fund administrators, 48 fund auditors and 35 law firms. The Cayman Islands' popularity is explained by many factors, including a stable government, pro-business policies, and advanced legal system—as well as numerous tax-free incentives with minimal financial regulation and oversight.

No. of Funds

11,000+

AUM

$3.5 trillion

Regulator

www.cima.ky

Offices

maplesfs-e1507486406515 Setting Up a FundMaples Fund Services (Cayman) Limited MaplesFS, through its divisions Maples Fiduciary, Maples Fund Services and Maples Private Client Services, is an independent global provider of specialised fiduciary, fund administration, entity formation and management, insurance management and trust and private client services.

Key Contact

www.maplesfs.com

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Key Facts

The British Virgin Islands offer one of the best and most respected financial sectors not only in the Caribbean, but on a global scale. Along with its modern, efficient banking system, the government has placed considerable focus on developing strict money laundering and tax evasion standards. Since the adoption of the BVI Business Companies Act in 2004, over half a million firms have been incorporated on the island.Incorporation in the British Virgin Islands offers significant advantages. Among these are the ability to list on any stock exchange in the world, the use of the U.S. dollar as local currency and the absence of exchange controls. Since 2012, the BVI has introduced three exciting and innovative investment fund products, namely: the BVI Approved Manager, the BVI Incubator Fund and the BVI Approved Fund. These factors help make the British Virgin Islands one of the world's most popular destinations for newly incorporated private and holding companies.This emphasis on transparency has earned the British Virgin Islands an outstanding reputation in the financial community and a place on the OECD’s “white list”.

No. of Funds

2000+

AUM

$1.5 trillion

Regulator

www.bvifsc.vg

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Key Facts

Gibraltar has emerged as a popular alternative jurisdiction for investment funds and their managers, offering robust fund legislation, favourable tax advantages, within an EU framework, efficient regulation, the flexibility of a small jurisdiction and quality infrastructure. Gibraltar’s funds and investments infrastructure has developed over the past decade. Gibraltar’s main attraction to investors is as an EU domicile, which provides entry to the single market in financial services, thereby enabling passporting throughout the member states of the EU.

No. of Funds

200+

AUM

$3.5 billion

Regulator

www.fsc.gi

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Key Facts

Guernsey has a well-developed financial infrastructure, offering strong banking, investment advice and management, and fund management services. It is a leading domicile for captive insurance and private equity funds in Europe. The Channel Island’s Stock Exchange is based in Guernsey. In 2015, the European Securities and Markets Authority (ESMA) recommended that Jersey and Guernsey receive EU AIFMD passport rights, thereby extending the market access of the Channel Islands to EU countries. Guernsey has over $300 billion in assets under management in 1,037 funds.

No. of Funds

1,037

AUM

$300 billion

Regulator

www.gfsc.gg

Offices

pwc_logo_3463 Setting Up a FundThe PwC Channel Islands firm has a team of over 200 staff providing assurance, tax, and advisory services. We act as auditors for 51% of all funds serviced in Jersey which amount to over 740 funds domiciled or administered in the Island. In Guernsey we act as auditors for more than 30% which amounts to over 525 funds.

Our Contact

www.pwc.com/jg/

jersey-1705814_1920-e1507806777726 Setting Up a Fund

Key Facts

Jersey is long established as a strong financial center. It is the larger of the two islands in terms of services, specializing in a variety of fund categories. Jersey also offers a number of low-tax business formats. Jersey has over £300 billion in assets under management in 1,195 funds.

No. of Funds

1195

AUM

$395 billion

Regulator

www.jerseyfsc.org

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Key Facts

London is one of the most important financial centers of the world and the largest urban zone of the European Union. It is the major financial center also for international business and commerce. It is also the 5th largest city economy in the entire world after cities such as Tokyo, New York, Los Angeles and Chicago. One of the key areas worth investing in London is in the manufacturing of green products. Apart from this, there are also lots of opportunities for investors to invest in the largest sector of London, financial exports. There also lots of opportunities in media and professional services which is considered to be the second largest sector in London. The government offers lots of incentives to foreign investors who wish to invest in London. The UK trade and investment agency which is established by the UK government to assist investors with their decisions of investing in London sees that investors get all the tax incentives and tax benefits that are applied to the whole of the United Kingdom. The UK tax policy is in fact benign for foreign investors and hence many investors are attracted to invest in cities such as London.

No. of Funds

9000+

AUM

$4.5 trillion

Regulator

www.bankofengland.co.uk

Offices

logo-1 Setting Up a FundVeneziano & Partners is an international consulting boutique specialised in the European regulation of cross-border fund distribution and global fund registration services under UCITS & AIFMD.

Offices

CJG Setting Up a FundCarlton James Group is a private Investment group specializing in diversified portfolios across different global asset classes across varying jurisdictions, Industries and economies with the goal of investing in a diverse portfolio with a capital protection focus and the potential to generate higher returns and secure their capital against global financial upset. The Carlton James Investment team possesses decades of experience in the investment arena and utilize their market position to invest in collateralized senior debt opportunities, producing a consistent investment return (IR) that beats market expectations.

Key Contact

www.venezianoandpartners.co.uk

 

 

Key Contact

www.carltonjamesgroup.com

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Key Facts

Toronto is Canada’s business and financial capital, a growing financial hub in North America, and a top ten global financial centre. The Toronto region’s GDP accounts for 18 per cent of Canada’s GDP and Toronto’s economy grew by 2.4 per cent in 2014. It is home to Canada’s five major banks, the vast majority of foreign banks operating in Canada, and the Toronto Stock Exchange (TSX) – the world’s principal exchange for mining, oil and gas and a leader in cleantech listings. Toronto is competitive in almost every other major business sector from technology and life sciences to green energy; from fashion and design to food and beverage; from film and television production to music and digital media. Toronto’s rich industrial diversity drives growth, innovation and cross-sectoral synergies and knowledge spillovers have spawned new leading-edge hybrid sectors including med-tech, green-tech and food-tech.

No. of Funds

8000+

AUM

$800 billion

Regulator

www.osfi-bsif.gc.ca

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Key Facts

New York City remains the largest centre for trading in public equity and debt capital markets, driven in part by the size and financial development of the U.S. economy. The NYSE and NASDAQ are the two largest stock exchanges in the world. New York City is not only home to a number of billion dollar hedge funds, including Och-Ziff Capital Management and Renaissance Technologies; it is also the area with the highest concentration of hedge fund managers of any city worldwide with more than 1,000 firms. The state's tax policies allow new businesses to operate tax-free for 10 years. Investors who want to give seed money to New York businesses are able to observe start-ups through the city's many incubators, which foster business growth. Larger tech companies are creating strong pools of tech talent, while the city's wonderland of activities lend themselves toward enticing the younger workforce.

No. of Funds

6000+

AUM

$6.5 trillion

Regulator

www.sec.gov

No. of Funds

6000+

AUM

$6.5 trillion

Regulator

www.sec.gov

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Key Facts

Among the many aspects which make Monaco a strategic location for doing business in Europe are its unique political and economic environment, the presence of efficient administrative infrastructures, the density of financial activities and the security for residents and their property. With 37 banks, and more than 42 portfolio and mutual fund management companies, the banking sector constitutes a large part of Monaco's financial activity. The Monegasque government actively combats money-laundering and numbered bank accounts are illegal. However, bank confidentiality is one of the main principals of Monegasque banking. Monegasque banking establishments are not only capable of managing international assets, but also offer comprehensive services to companies in the Principality (including helping companies to obtain financial resources from a special government fund).

No. of Funds

150+

AUM

$4 billion

Regulator

www.ccaf.mc/en

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Key Facts

Cyprus' status as an offshore area of note was given a boost by its admittance into the European Union in 2004. The country benefits from the EU's single market directives and its own emerging body of jurisprudence.There is €2.9 billion in assets under management with over 80 funds located in the country. Cyprus has 37 promotors of administered funds, 7 fund custodians and over 100 law firms and auditors. Advantages of incorporating in Cyprus include a low corporation tax, no capital gains or dividend tax for non-residents of Cyprus, a strong business infrastructure, and a legal system based primarily on English law.

No. of Funds

80+

AUM

$3.5 billion

Regulator

www.cysec.gov.cy

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Key Facts

The Isle of Man's low tax status, political and economic stability and proximity to the key markets of Europe make it a compelling and cost-effective alternative for the domicile of investment funds. With a wide range of fund service providers and a sophisticated professional and banking infrastructure, the Island offers a solution for all fund promoters. The Isle of Man has a well-founded reputation as a premier jurisdiction in terms of regulation and achieves a balance between, on the one hand, providing a business-friendly environment and, on the other hand, meeting international standards of financial supervision. As you would expect of a common law jurisdiction, the Isle of Man offers a full range of vehicles for use as fund structures, including open-ended investment companies, protected cell companies, limited partnerships and unit trusts.

No. of Funds

300+

AUM

$25 billion

Regulator

www.iomfsa.im

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Key Facts

Gaining attention as an international financial centre on the rise, Mauritius is an attractive domicile for investment funds in emerging markets, particularly in India. It offers excellent access to Asia, South Africa, the Middle East and Europe. With a reputation for being well established, this small island has both a regulated—and pragmatic—environment, and an extensive double-tax treaty network. There are over 1,000 funds located in Mauritius.

No. of Funds

1000+

AUM

$80 billion

Regulator

www.fscmauritius.org/en

No. of Funds

1000+

AUM

$80 billion

Regulator

www.fscmauritius.org/en

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Launching a fund?

Creating a new fund website can be daunting task, will it be a brochure site or will it assist in your route to the investor? Adding Fund Data, Prospectus, KiiD, requires a skill, contact us for more info on our Ultimate Fund Marketing & Distribution Alternative Toolkit

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OUR SERVICES

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We’ll bring our expertise and years of experience to help bring your ideas to life.

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MARKETING MATERIALS

Making use of sophisticated marketing materials?

Marketing Collateral Design

First impressions count, fund prospectus’s can be large documents, with no colour and undigestible, we design a prospectus not only to create that all important first impression, to work with clients to see the value of ‘traditional print & online’. We can design your funds prospectus and other documentation to include Keywords, SEO, Tags, tracking, analytics, producing so much more than a document. We can apply to;

  • NAV publication
  • Making a Prospectus and other marketing documents available to potential investors
  • Meeting requirements in relation to Key Investor Information Documents (KIIDS) being provided to investors before they invest in a UCITS
  • Publication of semi-annual and annual financial statements
  • Shareholder notifications
  • Notices for Shareholder General Meetings
  • Key performance indicators such as investment performance versus benchmark

Contact us and we can show you our great designs and how our clients benefit from our Marketing Collateral Design services.

DIGITAL MARKETING

Do you know how to reach out to the modern investor?

Digital Marketing

In this post AIFMD world using traditional ‘push’ marketing across global markets is an expensive way to attain very low penetration. Is there a better way?

To overcome you must adapt. A dynamic fund marketing strategy will steer the fund toward reverse solicitation, inbound rather than push marketing. Spray and pray marketing is not effective. Those achieving the highest rates of penetration now rely on digital marketing tools, making the most of their marketing assets such as their website and reaching prospects through video, webinars and social media.

Coupling sophisticated investment strategy with sophisticated digital marketing strategy is now the way forward and is the next major initiative to be assimilated into the sector. Those who adapt earliest will see greatest reward.

BRANDING

Are you sure your identity is strong enough?

Corporate Branding

In a congested funds industry, brand recognition and brand equity is vital. Identifying, defining and marketing your brand is crucial in your company’s growth and success.

A corporate brand identity establishes a strategic framework and creative platform upon which to market your products and services. Your brand is the first thing to be seen by your target audience, and is what binds that all important first impression to one of brand loyalty.

Whether you are about to launch a fund or looking at boosting your brand equity to an existing fund, our professional branding services provide companies with a brand identity that encapsulates a company’s vision, values, personality, positioning and image. We believe in developing a corporate branding strategy as the first critical step to ensure the key components that comprise of a corporate identity meet your goals and objectives.

Our Corporate Brand Identity Solution includes: corporate logo design, artwork and creative typography, a branding strategy, and a brand manual enabling your brand to be standardised across all platforms from marketing collateral to website to communication’s and marketing.

For more on how to boost your brand equity please email us

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MARKETING SUPPORT

A central marketing resource for Law Firms, Trusts, and Funds

Marketing Support

Funds today are keen to explore on how they can and should be marketing, improving the way managers articulate their differential advantages across each of the evaluation factors investors use to select hedge funds. Do you have the time or expertise to manage correctly?

marketing-materials-300x199-1 Setting Up a FundBy working with Finscoms a fund will free up time, save costs, and effectively ‘market’ their fund to investors. As an alternative asset marketer we know that creating an effective process for identifying investors and pitching the fund, communication the funds performance and the investment opportunity to a fund is key to the fund’s success. We can become your central marketing resource or act in a consultative manner. Our strengths in this area are within;

Developing a successful marketing strategy

Creating a PR, advertising, and conference strategy

Providing valuable intelligence regarding the global fund market place

  • Funds of Funds
  • Family Offices
  • Insurance Companies
  • Investment Banks
  • Private Client Asset Management Firms
  • Private Banks
  • Public and Corporate Pension Funds
  • Sovereign Funds
  • Structured Product Desks
  • Ultra High Net Worth Clients

Through our global network of locally focused, independent, alternative fund marketers we offer alternative investment managers the advantages of global distribution through a single channel.

We provide a one-stop marketing service from brand management to SEO to Social Media to website design to marketing strategy to analytics to video production and marketing.

For more information please contact Edward Simpson

CLOUD HOSTING

Securely host your marketing material for clients to access

Cloud Hosting

Your website should be the main channel for promotion of the fund and investment products. Hosting your marketing and regulatory materials means greater engagement.

We are advocates of ‘pull’ marketing rather than ‘push’ marketing. Rather than trying to shove various promotional documents down the neck of an investor instead invite them to pick and choose at their leisure. Create greater transparency with existing clients by giving them access to performance related publications rather than sending them once a month, this builds trust and loyalty.

We can create data rooms with various levels of tailored restriction which can allow you to collaborate easily with clients, potential investors, fund lawyers, fund accountants etc. Data rooms are also a smart way of making sure you only market to eligible investors and have become very popular within the asset management sector as a result.

 

VIDEO MARKETING

The future of marketing, be first

Video Marketing

This is a rapidly growing area, it now looks unusual if you do not have video content on your website. You are given an opportunity to introduce yourself to investors and clients on your terms. With a pre-recorded video there is no excuse to not make the correct first impression.

Over 65% of the content on the internet is video and Youtube has become the second most popular search engine. By choosing to use video content you are opening yourself up to a huge market. Finscoms can guide you and set your video production rolling so that when ready you can take ownership.

If you consider the scenario of reaching out to an investor. If you were to send out a pdf prospectus your penetration rates are 0.2%, the pdf may not even get through the firewall and if it does it joins the pile of tens and tens of other heavy prospectus documents faced by the investor. By using video (preferred medium in the US) to record an executive summary of your fund you are essentially taking a shortcut to a face to face meeting, you are using your charisma to present your passion which is very hard to represent in text form. Now you have drastically improved your chances of capital raising. You can also use video to produce regular news feeds to promote yourself as an authority in your field, a great way to build relationships and trust.

ONLINE COMMUNITIES

Build online communities and enhance your reputation

Online Communities

Do you feel social media is not relevant to your industry? Would you be surprised to hear that the largest growing demographic using twitter is the 55-64 age group and 45-54 on Facebook and Google+?

Asset managers are adopting social media as regulatory groups recognise it as suitable means to communicate. It is a way of reaching out to millions with the feel of a one to one scenario. Regarded as the most cost effective way to get your message heard. However, for most companies, having a presence on LinkedIn or Twitter, for example, is simply not enough. To get the maximum benefit out of your social media strategy, you need to do the following:

  • Promote your message and business in a manner that will not saturate or bombard your followers
  • Manage your community by attracting people you want to talk to as opposed to building up ‘fans’ of your page or feed
  • Engage consistently with your community and offer feedback, responses or thoughts on particular issues as they come up
  • Become an authority in your field by providing useful information to your community on a regular basis

We understand that managing social media platforms can be extremely time consuming. Our expert team can help you through the process through what we describe as ‘planned spontaneity’, where your message to your community is mapped out in advance. We can also help you manage the reaction to your messages through ongoing engagement with your followers.

BOOST YOUR VISIBILITY

Boost your visibility online, through engaging white hat SEO

Boost Your Visibility

There’s not much point in building an attractive, useful website if no one ever visits it. SEO is all about convincing Google that your site is the best place to send people who are looking for what you offer. See our offerings below.

SEO Health Check

Ever questioned why your services don’t rank well on a search engine such as Google, Bing, Yahoo? We will review your site, those of your competitors – if you have any! – producing a valuable SEO report for your business. This report is packed with tips and recommendations, so dont leave your search engine rankings suffering, act now by contacting us 

SEO Services

We focus on increasing the visibility of your site, driving targeted traffic, and then converting this traffic through engaging copy, video, targeted messaging. How does your site rank, wondered why you have high bounce rates, traffic isn’t converted into enquiries? Combining proven SEO with effective content marketing is singlehandedly the most effective way to generate new business.

SEO Management

We manage our clients SEO, from keyword strategy, to the technical side (removing backlinks for example), we also generate SEO friendly and engaging content for your site.

If you are not ranking well, need a boost, which keywords/strings to rank, or would like us to manage your SEO requirements then below is what we provide to our clients on a monthly basis (many of which upgrade to a more bespoke service):

  • Full technical website, market and competitor analysis and benchmark keyword report – this will set out what areas of the site need work and how they will be addressed
  • Organic white-hat link building
  • Content creation of up to 2 x 500 word articles per month, or content creation for existing pages, i.e. writing page headers or product descriptions.
  • Social media management of 2-3 posts per week over all necessary social feeds to build community and link traffic back to website
  • Website optimisation including fixing and adding in necessary meta tags, heading code and alt tags.
  • 5-10 keyword rankings
  • Monthly report showing progress

Contact us to find out more

 

FIRST IMPRESSION

Use our experience to make the perfect first impression

First Impression

The fund industry is without doubt overcrowded. How does a fund stand out?

Corporate Branding. A fund must create brand recognition and build brand equity. This is a potent tool to distinguish yourself from the competition, to create a good first impression, to have a positive association in the mind of prospects and strengthen client loyalty.

Face to Face. There are so many smart ways to get in front of the investor today e.g. video content, webinar etc. Once given the chance to impress you must take it. We advise on best practice for engaging with the many different types of investor. We modernise and innovate how you communicate, move you away from tired industry industry rhetoric to speaking the language of the investor.

WEBSITE DESIGN & BUILD

Bespoke web design to set you apart

Website Design & Build

The website has become the cornerstone of the modern fund marketing strategy. It has been proven to be the single most important tool for improving client service and extending fund distribution. What is your website’s function?

website-design-and-build-300x199-1 Setting Up a FundWe believe that a website is so much more than an ‘online brochure’, there are too many examples of where a website is built to satisfy a to do list without actually addressing the function of a website. A website can be a communications tool, a revenue generator, a value add to investors/clients/target audience, we work with our clients to create a site that not only has a function (and therefore is an asset to you), but its design represents you and your business creating that all important first impression. We deliver a Content Management System that enables you to have complete control over the site, by becoming your own publisher gives you the opportunity to build and drive communities around your services.

 

We can also host your site and manage it for you (adding content, images, coding, google analytics, link building strategy), rest assured we can move your current site or if you are looking to build a new site, from concept to implementation into your business strategy.

EVENTS & WEBINARS

Custom ways to introduce your business to others

Events and Webinars

Would it be fair to say that in general there is a disconnect between an asset manager’s financial acumen and marketing prowess? Asset managers are beginning to realise that they are now more than ever deeper in the business of marketing than in the business of investing.

It is common place for asset managers to use complex financial jargon when presenting to investors. Vastly different to the type of language a fund manager would use day to day and lacking resonance from the investor’s point of view. A relationship must be built between the asset manager and the investor before any capital is acquired. You are far more likely to build a relationship with an investor if you communicate in their language rather than relying on tired industry rhetoric.

We advise our clients on roadshows, events and webinar strategies. Through our networks we can put you in front of suitable audiences but even more importantly we will show you how best to keep their attention. Strictly presenting figures on performance, portfolio diversification, portfolio risk management etc…will not engage the majority of investors. They’ve heard it all before, again, and again, and again. Of course these topics are important but the investor will not focus on them until he/she is engaged. Performance doesn’t matter if the investor has forgotten who you are as soon as you leave the room.

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REGULATION & COMPLIANCE

Ensure all your marketing material is compliant

Regulation & Compliance

When did you last check your marketing deck with compliance? Is your website compliant? A fund is required to issue communications to stakeholders to satisfy fiduciary, regulatory and legal obligations. Do you view this as an administrative drudge?

You can use these obligations to strengthen your relationship with the investor and other parties whilst ensuring you do no fall foul of regulation and we can all cite high profile examples of hefty fines. Change your communications strategy regarding compliance to an open, transparent and well designed communication to investors. Speak their language, let them see how well the fund is being managed and see the relationship solidify. There is plenty of scope for this;

  • NAV publication
  • Meeting requirements in relation to Key Investor Information Documents (KIIDS) being provided to investors before they invest in a UCITS
  • Publication of semi-annual and annual financial statements
  • Shareholder notifications
  • Notices for Shareholder General Meetings
  • Key performance indicators such as investment performance versus benchmark

The fund’s message must be consistent across all of your mediums to avoid confusion and keep focus on the core message. The smart fund manager will deliver messages about updates and services through social media, the website, intranets, extranets. It is advisable to communicate regularly and stay in line with the investment philosophy and the strategy of the firm, this helps provide a ‘true to label’ comfort level for the client/investor. However Funds must ensure that their communications in fully compliant, as such Finscoms works with our partners to ensure this is the case.

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