Examples

To give you a better idea about our services we have put together some very brief examples that we have been successfully working on with our clients.

European expansion


For an asset manager in the low margin business we have developed a strategy ho to expand into less developed markets in Europe / EMEA.

The project has included all necessary research to set up a mid-term strategy to target self-directed investors and related intermediaries.

Feasibility


For an investment boutique from benelux we have evaluated a market entry in Germany.

After successfully completing the analysis we have started to deliver initial contacts and accompanied the setup of the operations in Germany.

To buy or not to buy


A client has asked us for a strategic input in wether to acquire a a certain financial services provider or not.

The client came from the anglosaxon world and was not familiar with the regulatory aspects of mutual funds in continental Europe.

The project had required fund processing and platform know-how.

Our experience includes


  • Setup of index licensing and marketing company
  • Setup of Exchange Traded Fund companies
  • Setup of exchange markets
  • Business development for asset managers in the German-speaking markets
  • Consulting on pan-European approaches
  • Exploration of new trading platforms
  • Research for marketing and development
  • Setup of complex market intelligence processes and systems
  • Marketing projects
  • Website concepts and content
  • Data warehousing for fund data, factsheet production
"4asset-management is one of the very few companies that combine investment industry knowledge with marketing know-how and IT."