At Atlantic Financial Partners, we leverage our extensive relationships and knowledge of international distribution to help promote your funds through wealth managers, private banks, RIAs, family offices, and other distribution channels in the international market. We help our clients build relationships, grow their brand, raise asset levels, and increase distribution capabilities.
Why partner with AFP?
Our services are designed to be turnkey, allowing clients to scale up quickly within target markets, while avoiding the complexities and costs involved with building an international fund distribution and marketing platform. Read more about our extensive services here.
Relationship-building in international markets can take years to fully develop, and requires a deep knowledge of local customs, business practices, and regulatory issues. The relationships that AFP's professionals have built in the industry over the past 30 years are second to none.
Reduced Upfront Costs
The expense of building an institutional quality international fund marketing and distribution platform can be significant. Let AFP provide access to the offshore market in the Americas for a fraction of the cost and resources required to build these capabilities in-house.
At AFP, we work with our clients to build their business quickly and efficiently. Our goal is to be a partner in their growth and recognize that that growth often includes the freedom to bring fund marketing and distribution services in-house if and when the business warrants it.
A Successful Track Record
AFP has a proven track record spanning 30 years, building relationships and raising funds for a variety of investment managers like UBS, Merrill Lynch, Pictet Asset Management, Ivy Funds, Julius Baer Asset Management, RobecoSAM, and others. For more on AFP and our history, click here.
At Atlantic Zagros Financial Partners we, leverage our extensive relationships and knowledge of international distribution to help promote your funds through wire houses, RIAs, family offices, and other distribution channels in the international market. We help our clients build relationships, grow their brand, raise asset levels, and increase distribution capabilities.
We begin by conducting a thorough feasibility study for Hedge Funds, traditional Asset Managers, Insurance Companies, and Structured Product Providers who are interested in establishing a distribution network for international clients based in the U.S. and other markets, and use those findings to develop a roadmap for building out their international capabilities.
Key services include:
Operational Setup & Regulatory Approvals - We identify key infrastructure providers (Custodians, Administrators, Clearing Agents, etc.) and help set up our clients' funds on the appropriate systems for distribution by Private Banks, Broker Dealers, and Independent Advisors (NSCC, FundServe, Pershing, etc.) - all while obtaining the necessary regulatory approvals to establish their distribution networks and build their marketing capabilities.
Negotiating Distribution Agreements - Zagros goes 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.
Building a Sales & Marketing Infrastructure – We help our clients identify and hire sales professionals, establish relationships with ratings organizations, and work with them to find appropriate providers for marketing, customer service, and legal and compliance services.
Launch Support & Ongoing Services – Zagros 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.