The Wholesale House The strategic solutions platform for intermediaries and asset managers

The Wholesale House showcases our strengths within the Investment and Distribution areas, as well as our robust platform abilities. We offer investment capabilities across all major traditional and alternative asset classes to a wide range of clients.

The Wholesale house

What do we offer

Six modular pillars within the Investment, Distribution and Platform services.

Investment & Distribution Services

Capabilities

Bundling the essence of our investment strengths

  • Comprehensive range of capabilities across the asset class spectrum centered around five key investment strengths
  • Teams with distinct investment philosophies to navigate different market cycles
  • Broad geographic reach
  • Unique understanding of client needs across the globe

Bespoke

Providing customized content and structure

  • Wide range of services from restructuring portfolios to creating discretionary mandates
  • Sub advisory capabilities

Partnership program

Client training and joint distributor events

  • Tailored education programs in various global locations on a broad range of topics
  • Helps your distribution organization to navigate through product and regulatory complexity

Fund management services

  • Specialist in administering individual, tailor-made fund solutions for clients and partners
  • Provides the entire asset management infrastructure value chain

How can we work together?

Need help with fund administration? Talk to us today.