PRODUCTS & DISTRIBUTION
A client-centric approach designed to build win-win strategies grounded in a deep understanding of the market, current trends, stakeholder expectations, and regulatory requirements.
Asset and wealth managers face numerous challenges:
- Clients increasingly seeking full transparency and aiming to have a tangible impact on society
- A demanding and constantly evolving regulatory framework, coupled with enhanced supervisory scrutiny
- Rapid technological transformation and the rise of new market entrants
- Margin pressure driving market consolidation
Athanase Consulting stands alongside its clients as a trusted partner, delivering bespoke advice that turns strategic ambition into measurable results.
Athanase Consulting supports asset and wealth management firms in repositioning, expanding, and streamlining their product and service offering, through:
- Market studies and competitive analysis
- Rationalization of product ranges
- Analysis of product-related opportunities and regulatory constraints (e.g. ELTIF 2.0, crypto-assets, etc.)
- Marketing passport / Management passporting
- Fund creation:
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- Preparation of the term sheet (overall strategy, ESG positioning, fee structure, etc.)
- Definition of the target market
- Assistance in drafting the fund rules / prospectus and pre-contractual documentation (KID, subscription form, KYC questionnaires)
- Implementation of liquidity management mechanisms (swing pricing, gates, lock-up, etc.)
- Creation of financial instruments
- Product and service authorization
Athanase Consulting supports asset and wealth managers in the analysis, structuring, and restructuring of their revenue models, through:
- Review of the revenue structure (management fees, entry/exit fees, performance fees, carried interest, operating and service fees)
- Assessment of rebate schemes and analysis of related regulatory risks
- Value for Money study (support in identifying a peer group of comparable funds, competitive benchmarking, and Value for Money analysis)
- Index Closet Tracker investigation to identify potential closet index funds, based on a proven analytical methodology and proprietary assessment tool
Accompagnement à la définition de la stratégie de distribution et à la mise en œuvre opérationnelle, sur les axes suivants :
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Global Fund Distribution : stratégie de distribution, conditions d’accès à un marché spécifique (prérequis à l’enregistrement, obligations locales)
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Création / revue critique de la documentation commerciale, documentation marketing
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Revue convention de distribution : contenu règlementaire, structure de rémunération
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Assistance aux diligences périodiques sur les intermédiaires de distribution
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Formation des équipes commerciales (règlementaire)
Athanase Consulting assists asset and wealth managers in strengthening their client experience through the following initiatives:
- Selection of distributors / distribution platforms
- Digitalization of the client journey (B2B, B2B2C, B2C)
- Implementation of CRM systems and client portals
- Support in the creation and optimization of corporate websites
- Client satisfaction surveys
- Design and enhancement of client onboarding processes
- Optimization of client relationship management workflows (inquiries, complaints, reporting, etc.)