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Institutional distribution partnerships

You're looking for more than a one-off distributor. You want a partner who understands your DNA, faithfully represents your investment approach, and commits for the long term. That's exactly what we offer.

Our partnership vision

3 pillars for successful long-term collaboration

Pilier 01

Deliberate selectivity

Maximum 3-5 simultaneous mandates. We refuse dispersion to guarantee quality and depth for each partner.

Pilier 02

Strategic alignment

Multi-year contracts with shared objectives, clear governance and transparent reporting. We succeed together.

Pilier 03

Total independence

No banking shareholders. Our recommendations are guided by one priority only: our partners' success.

Our ideal partners

With whom do we build lasting relationships?

International asset management boutiques

Between €200M and €5bn in assets, with a differentiating investment philosophy and solid track record. You're looking to diversify your investor base in French-speaking Europe.

Thematic specialists

Focused managers (sector equity, specialized credit, alternative strategies) seeking institutional investor access in French-speaking markets without diluting their positioning.

Ambitious emerging players

Recently spun-off teams or new entrants with a compelling proposition, ready to invest in a long-term relationship to build their European presence.

Our partnership engagement model

A structured relationship over 24-36 months in 3 phases

Months 1-6

Foundations & strategic alignment

In-depth diagnostic, market positioning, commercial preparation

  • Complete audit of your offering and documentation (SFDR/MiFID II compliance)
  • Decision-maker mapping of 30-50 priority target accounts
  • Localized storytelling by market (FR/BE/LU) and segment
  • 24-month distribution roadmap with quarterly milestones
Months 7-18

Accelerated commercial development

Market penetration, pipeline building, first mandates

  • ≥ 60 qualified meetings with institutional decision-makers
  • Thematic roadshow hosting (3-4 per year)
  • Due diligence and listing process management
  • First institutional mandates and/or platform listings
Months 19-36

Consolidation & sustainable growth

Expansion, retention, progressive empowerment

  • Extension to new segments (family offices, private banks)
  • Product launch support in our markets
  • Progressive skills transfer to your internal teams
  • Annual review and strategic adjustment

How do we work day-to-day?

Transparency, rigor and close collaboration

01

Monthly governance

Strategic checkpoint with your teams: pipeline review, market feedback, tactical adjustments, next month preparation.

02

Real-time shared CRM

Full visibility on every interaction, meeting reports, opportunity status. You stay in control.

03

Structured reporting

Quarterly dashboard: commercial KPIs, qualitative market feedback analysis, adjustment recommendations.

04

Continuous co-construction

We're not mere executors. Every strategy is co-built, challenged and refined together.

Expected results over 24 months

Concrete milestones to measure our joint impact

6-10

6-10 new institutional partners (private banks, family offices, insurers)

30-80

€30-80M additional AUM depending on your positioning and capacity

2-4

Listing on 2-4 major distribution platforms (France/Luxembourg)

3-4

Established and credible presence in 3-4 strategic markets

Internal team trained and able to continue development

Ongoing partnerships

Examples of lasting collaborations (details under NDA)

Equity Boutique (UK)

Défi — Zero institutional presence in French-speaking Europe, unstructured sales process

Approche — 36-month partnership with full support: storytelling repositioning, SFDR documentation, targeted roadshows

Résultats — 18 months: €55M raised from 7 institutions, €120M pipeline, commercial team trained

Alternative Credit (CH)

Défi — Complex strategy, difficult to explain, need to penetrate French institutional market

Approche — Co-constructed simplified narrative, selective focus on 15 large institutional accounts

Résultats — 24 months: 3 institutional mandates (€85M), established presence, advanced discussions with 4 others

Equity Boutique (UK)

Défi — Zero institutional presence in French-speaking Europe, unstructured sales process

Approche — 36-month partnership with full support: storytelling repositioning, SFDR documentation, targeted roadshows

Résultats — 18 months: €55M raised from 7 institutions, €120M pipeline, commercial team trained

Alternative Credit (CH)

Défi — Complex strategy, difficult to explain, need to penetrate French institutional market

Approche — Co-constructed simplified narrative, selective focus on 15 large institutional accounts

Résultats — 24 months: 3 institutional mandates (€85M), established presence, advanced discussions with 4 others

Transparent economic model

Total interest alignment

Monthly retainer

Covers operational costs (travel, marketing, infrastructure). Minimum 12-month commitment.

From €5K/month excl. VAT

Success fee

Compensation on assets raised and/or mandates won. Tailored details based on your economic model.

Variable by agreement

We favor long-term partnerships (24-36 months) to build lasting results. No one-off assignments < 12 months.

Frequently asked questions

Maximum 5 active mandates. Currently, we have 2 available slots for 2026. This selectivity guarantees quality and availability.

12 months minimum, but our best results come over 24-36 months. Institutional distribution is a marathon, not a sprint.

Yes, in our 3 markets (FR/LU/BE). You can have other TPM partners elsewhere in Europe, but we are your sole representative in our zone.

Track record ≥ 3 years, AUM ≥ €200M, clear investment philosophy, stable team, willingness to invest in the relationship. We decline 70% of requests.

Ready to explore a partnership?

Let's start with a 45-minute exploratory conversation

We discuss your objectives, assess mutual alignment, and determine if a partnership makes sense for both parties.

No obligation, confidential, and candid.

Découvrir nos solutions(30 min)

Alforis

Distribution solutions for professionals

© 2026 Alforis. All rights reserved.

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Alforis

Distribution solutions for professionals

© 2026 Alforis. All rights reserved.

Legal NoticePrivacy PolicyProfessional TermsAI Compliance