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UI Boutique Asset Manager Survey

The road to opportunity
is international

To press release

Boutique asset managers are an indicator of the direction of the industry. Our recent survey, conducted in collaboration with Alumia and UI Efa, reveals that boutique asset managers plan to pursue growth internationally within the next two years, through a combination of entering new markets and expanding product offerings. However, many face significant hurdles, including limited familiarity with local markets and limited often small investor contact networks. 

Key findings  





of boutiques plan to expand internationally
in the next 12-24 months  
 



 
 
say limited familiarity in dealing with international markets is a major barrier to expansion
 



 

of managers plan for international expansion into continental Europe 
 



 
 
struggle with attracting potential investors


 

Continental Europe stands out for its growth opportunity, but leveraging the expertise, networks, and scale of an established partner is crucial for long-term success.

Our analysis

Marcus Kuntz, Group Head of Sales, and Dirk Grosshans, Head of Liquid Assets and Insourcing, discuss the opportunity for growth in international expansion and uncovers the challenges to executing the potential strategy. 



We can help asset managers capitalise on international opportunities – with all fund services in one place.  

Our plug-and-play solutions free our clients from complexity and allows them to focus on their core strengths. We handle the rest. 



ManCo Services

-Advice on all aspects of administration as well as on fund conception/restructuring, transition and additional services


Investmentstrukturen

Fund distribution

-Fund accounting, fund valuation and calculation of unit prices
-Calculation, determination and processing of distributions/reinvestments


Global

Fund marketing

-Project management for fund launch, transfer and restructuring, including establishing time schedule/drawing up contracts/monitoring fund project
-Publication and reporting obligations
-Organisation of investment committee meetings


Services-on-Demand

Administration services

-Monitoring of investment limits and guidelines
-Monitoring of and coordination with custodians
-Support for and monitoring of asset managers (price control)


Contact

Learn more about our fund marketing services. We are happy to discuss how we can help you reach your target audience with the right marketing approaches.

Dirk Grosshans

Executive Director, Head of Liquid Assets & Insourcing

+49 69 71043 539

dirk.grosshans@universal-investment.com

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