Case Studies

Our case studies illustrate how FundGlobam is helping asset managers and asset servicers to master global fund distribution

8 Total Case Studies
Newest

5 results found

On "risk-and-compliance"

Case study 9

New market opportunity

French asset manager
Business need

Canadian investors from different provinces of Canada expressed interest in the European fund range of a Tier 1 French asset manager. The asset manager needed a quick response on two questions: Is it ...

FundGlobam's role
Results
Case study 6

Cost Optimisation

UK asset manager
Business need

UK asset manager distributing a Luxembourg product range in 10+ markets needed a review of the ongoing costs relating to the regulatory requirements in several markets.

FundGlobam's role
Results
Case study 5

Marketing material compliance for multiple jurisdictions

Tier 3 Luxembourg asset manager
Business need

Tier 3 Luxembourg asset manager already distributing its funds in several EU and non-EU markets was concerned about the risk of failing to comply with non-harmonised local marketing material rules.

FundGlobam's role
Results
Case study 4

Practical knowledge and monitoring of duties

Tier 2 European asset manager
Business need

Client distributing in Europe and Asia was concerned about the risk of failing to comply with local regulatory requirements.

FundGlobam's role
Results
Case study 1

Market strategy

Swiss boutique asset manager
Business need

Swiss boutique asset manager intended to place its highly specialised Cayman domiciled fund managed by a European AIFM with its existing European professional clientele under private placement regimes ...

FundGlobam's role
Results

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