Solutions & Services Visual handshake over world


Increasingly Alternative Investment Fund Managers (AIFMs), Asset Managers and Global Financial Institutions are expanding their product and service offering overseas to achieve significant business growth rates. With increasing investor demand from emerging countries whose Institutional Investors demand a range of diverse investment options from overseas managers, combined with the increasing trend for Private Wealth Management access to clients in regions not previously accessed, “Cross-Border Solutions” expertise is needed to build or refine a cross-border marketing platform, compliance infrastructure and global distribution framework.

We offer Clients a fully customised CBS Solution to fit their specific needs, including the following building blocks:

  • Distribution Plan

  • Marketing Compliance Platform

  • Distribution Operations Platform

  • Regulatory Compliance Infrastructure

  • Specialist Advisory

  • Management Coaching & Staff Training

For more details, download the Cross-Border Solutions Brochure here.

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