Expand your fund distribution into Europe with a Tied Agent and Swiss representation solution

1st December 2022

The great private markets race is on – at full speed. Respective media news, industry talk and product launches are everywhere. Private market giants are opening up to wealthy individual investors, while traditional asset managers have discovered private assets for broader propositions, more asset longevity and higher revenue streams. European regulators are also paving the […]

Navigating the global fund distribution landscape requires a partner who understands the intricacies of different markets and regulatory environments. Acolin offers a full range of high-quality products and services for UCITS and AIFMD providers, tailored to meet your unique business needs.

When considering marketing funds into the European Union (EU), fund managers have several strategic options at their disposal. Each of these options comes with its own set of regulatory requirements, benefits, and potential drawbacks. In this article, we will explore five key strategies that fund managers can consider to successfully navigate the EU market.

Investment advisors play a vital role in guiding investors towards suitable investment funds and allocations. For this important function they often are paid a commission, also known as trailer fee or retrocession, by the asset manager. And since this remuneration forms a relevant part of the advisor’s revenue, it is key for the product provider to have commission calculation and related payments efficiently set up. 

More than 25 years ago, when I started in the financial services industry, it was enough to collect and disseminate around 50 data points for an investment fund to be added on a distribution platform or in a data vendor’s database.

I initially joined Acolin as a Due Diligence Officer and have been a Due Diligence Team Lead for a year and a half now.  In former roles as a lawyer, I worked and participated in several M&A transaction due diligence projects. But it is only since I joined Acolin that I came to fully understand […]

I have been working in the asset management industry for more than 2 decades, having had the chance to cover various roles in different firms, from Portfolio Management to Consultant as well as Sales & Business Development. 

In the ever-changing world of financial markets, Exchange-Traded Funds (ETFs) have become increasingly popular among investors. As the fund flows numbers for 2023 roll in, we again see that investors are replacing holdings on traditional UCITS funds with investments in ETF’s. Acolin is at the center of fund distribution in Europe and our specialized Distribution Network Management (DNM) service has seen these changes first-hand. Here we explore the nuances of Acolin DNM service and how it seamlessly integrates ETFs into key distribution platforms.

The world of finance is ever-evolving, innovation and technology are continuously shaping how we research, find and invest in funds. As Acolin, we look on us as one of the game-changers in the industry, with our dedication to simplifying and streamlining the complex world of fund distribution. We get our asset manager clients close to the action relevant for them and their products.  

In changing fund distribution landscape, new UK regulation for open products and services, has come into force on 31st July 2023: “The UK Consumer Duty”.