A practical path into the French institutional market
An independent TPM partner for sustainable growth
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
Mandate and AFTPM code
Every partnership runs under a written distribution mandate and the AFTPM code of conduct.
Strategic alignment
Multi-year contracts with shared objectives, clear governance and transparent reporting. We succeed together.
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
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
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
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
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
Monthly governance
Strategic checkpoint with your teams: pipeline review, market feedback, tactical adjustments, next month preparation.
Real-time shared CRM
Full visibility on every interaction, meeting reports, opportunity status. You stay in control.
Structured reporting
Quarterly dashboard: commercial KPIs, qualitative market feedback analysis, adjustment recommendations.
Continuous co-construction
We're not mere executors. Every strategy is co-built, challenged and refined together.
Types of mandates we support
Illustrative scenarios showing the method applied to typical profiles, not actual case studies
Equity boutique (illustrative profile, UK)
Challenge — Zero institutional presence in French-speaking Europe, unstructured sales process
Approach — Long-term support: storytelling repositioning, SFDR documentation, targeted roadshows
Objective — Diversify the institutional investor base and build an active pipeline with several private banks and family offices
Alternative credit (illustrative profile, CH)
Challenge — Complex strategy, difficult to explain, need to penetrate the French institutional market
Approach — Co-constructed simplified narrative, focus on large institutional accounts
Objective — Secure validated institutional mandates and advance discussions with other targeted counterparties
Transparent economic model
Total interest alignment
Monthly retainer
Covers operating costs (travel, marketing, IT tools). Minimum 12-month commitment.
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
12 months minimum, but our best results come over 24-36 months. Institutional distribution is a marathon, not a sprint.
Clear investment philosophy, stable team, willingness to invest in the relationship.
Ready to explore a partnership?
Let's start with a 30-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.
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