Private Label Relationship Management

An experienced retail relationship team together with your personal contact will support and advise you on all issues regarding your fund. And this starts as early as the design stage.

Our relationship team will draw up the fund concept best suited to your needs profile. We will see to the design of your sales prospectus (including terms of contract, and management and special regulations) and initiate the authorisation procedure with the relevant supervisory authority in Germany or Luxembourg.

Our range of services

- Key account management for fund initiators
- Project management for fund launch, restructuring or transfer
- Drawing up/updating of statutory sales documentation
- Assistance in developing marketing and sales concepts
- Supervision of investment committee meetings
- Coordination of marketing authorisations abroad
- Efficient communication: you will have a competent contact who will act as a central interface with all departments to clarify your queries.

Benefit from the very beginning from our extensive experience as a specialist for private label funds. Our private label relationship team will be happy to explain how this is done during a personal meeting.