Case Study 2 – Distribution project for boutique fund manager

Client’s goal:

To build a brand, profile senior fund managers and increase penetration with the key gatekeepers of the Australian market.

 Gateway’s role:

We represented the client for an extended period of time working to develop their profile in the Australian market. This included:

  • Working with the client to improve the revamping marketing material including newsletters and presentations to make key messages clearer and more consistent
  • Introductions to Gatekeepers, Dealer Group heads, Private Banks and HNW advisers, Superannuation Funds and Asset Consultants
  • Persistent follow up on their behalf
  • Trialling of client functions
  • Management of global database submissions including introduction of new databases(improves client visibility)

 The outcome:

Client gained Australian funds under management and improved their standing within the Australian financial services community. Gateway was replaced by a full time marketing resource to continue to capture these leads.