At Atlantic Financial Partners, our goal is to provide asset managers with comprehensive services and professional support to help establish and grow their business in the offshore (NRC) markets in the Americas – all at a fraction of the cost of doing it themselves.
We begin by conducting a thorough feasibility study so that the asset manager has all the necessary information to help them make an informed decision as to whether this undertaking will make economic sense.
We then provide all necessary services, including:
We identify key infrastructure providers (Custodians, Clearing Agents, Administrators, etc.) and help set up our clients' funds on the appropriate systems for distribution by Private Banks, Broker Dealers, and Independent Advisors (DTCC FundSERV, Pershing, etc.).
We go to work on our clients' behalf, negotiating and establishing distribution and fee sharing agreements with Private Banks, Broker Dealers, RIAs, Family Offices, and third-party platforms.
We provide our clients with senior sales executives with established relationships in key markets. Their primary focus is to schedule, participate and follow up on advisor meetings as well as regularly distributing marketing material and providing internal sales support.
We will help organize and support your funds at launch and beyond, providing central sales management, and ongoing operational, marketing and administrative support - including planning and support for road shows and portfolio manager visits in key distribution hubs.
Company Overview (PDF)