distribution and fund management

DISTRIBUTION + FUND MANAGEMENT SERVICES

OVERVIEW

Experts in international distribution and fund structures, specifically UCITS funds, we enable our U.S. and European clients to tap into new areas of capital.

However, we don’t simply provide a platform for your UCITS fund. Rather, we act as your partner, sharing in the risk and work as the lead distributor to create real opportunities for AUM growth.

Accordingly, we take on a limited number of assignments each year, preferring to work closely with clients from the inception of each new fund. This approach ensures the highest quality of services for each client.

DISTRIBUTION SERVICES

We start at the foundation, partnering with you to truly understand your differentiators as a fund and how your unique asset management philosophies come together to form a valued and qualified offering. We structure, formulate and analyze the right fundraising strategy, taking you from the planning phase to a successful close.
Our relationships span asset classes and geography, with a main focus on investor communities in the United Kingdom, North America and Europe. We also have extensive relationships in the Middle East, Asia and Australasia providing you with a powerful global reach.

Our investor relationships include:

  • Corporate and public pension plans
  • Fund of funds
  • Insurance companies
  • Endowments and foundations
  • Financial institutions
  • Asset management firms
  • Wealth managers
  • Family offices

FUND MANAGEMENT SERVICES

For investment managers wishing to establish a UCITS fund, we offer a complete “plug-and-play” model. We have an established Dublin-based UCITS umbrella entity in place, Carolon Investment Funds plc, and we have been approved by the Central Bank of Ireland to act as a Promoter for UCITS funds.

The independent board of Carolon Investment Funds plc and our existing relationships with best-in-class third parties such as the Royal Bank of Canada and PricewaterhouseCoopers form the foundation to launch your fund. We help to minimize execution risk, reduce start-up capital and shorten the time to your fund’s launch.

Through our other program and custom solutions, we also offer fundraising, investor relations and marketing services for a “one-stop-shop” to ensure the long-term success of your fund.

Why Carolon?

Tim Smith
TIM SMITH

President, Board Director linkedin email

Roger Brookes
ROGER BROOKES

Global Head of Sales and Marketing, Board Director linkedin email

A PARTNERSHIP APPROACH

Launching a UCITS fund – especially for U.S. based fund managers – can be expensive, time-intensive and potentially risky endeavor. Our partnership approach essentially eliminates these considerations as we handle all of the details, form the legal structure, obtain approvals and fundraise on your behalf.

SELECTIVE GROWTH

Our desire is not to be the biggest or to have a long list of clients. Avoiding the “white-label” approach, we want to be engaged and invested with our partners. Our focus is on building key relationships with firms who carry the same values and aspirations that we have.

75+ YEARS OF INDUSTRY EXPERTISE

Our industry expertise in fundraising, corporate financial advisory, private equity, investor relations and fund management – and all of the relationships that comes with that extent of time – allows us to be nimble, decisive and successfully getting to the end-game as quickly as possible.

THE RIGHT RESOURCES

Not only do we have an extensive network of established institutional investors, with a deep operational experience in alternative investments and asset management structures, but we have partnered with some of the best global providers for administration, custodian and auditing assistance.

INTERNATIONAL REACH

With offices in the UK and US, our relationships span the globe. In addition, we have been authorized by the Central Bank of Ireland to act as a promoter for UCITS funds, and regulated by the Jersey Financial Services Commission.


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