Are we a good fit?

Do we want these salesmen to represent my strongest competitor?

Our relationship is more of a partnership than the usual supplier relationship. That’s why it’s worthwhile for the investment manager to answer the following questions:

  • Is growth a priority for our company?
  • Is distribution in Switzerland and Liechtenstein part of our strengths?
  • Are Switzerland and Liechtenstein interesting markets for our services?
  • Are there temporal and financial resources for external marketing?
  • Do we want these salesmen to represent my strongest competitor?

A successful partnership between the asset manager and the distributor is based on 3 pillars:

  • professionalism on both sides,
  • consistent goals and expectations as well as measurable responsibility,
  • both partners devote realistic resources to the initiative.

Chemistry plays a role – accepting the differences between personal preferences and expressing them in respectful dealings, defined by mutual appreciation.

  • We prefer companies who employ great people, have convincing strategies, who however have weak or non-existent marketing in Switzerland.
  • We are looking for managers who with persistence and synergies with our business.
    Swiss Funds Distributors wants to see a track record proving the capability to consistently outperform benchmarks and peer group.
  • Our experiences show that the best results can be achieved when managers focus on their strengths and do not let them be watered down by by-products or fashion trends.

We know that we have found a good manager when we say to ourselves: “Why have we never heard of these people before?”