Each
Euronet client is unique and every solution tailor made, hence a
few examples of what we do:
Regional
Bank seeking Global Investment Partner
Our client is a regional bank with strong client relations, performant
domestic asset management but no global reach. Given growing demand
for international funds, the client decided to set up an exclusive
joint-venture relationship with a global player, not present yet
in our clients space. We found that partner and helped putting in
place a joint-venture company managing meanwhile over €3b in
assets.
Family
Office seeking exclusive Fund of Hedge Funds Advisor
Our client is a leading family office focusing on 'new money' entrepreneurial
families. Because of the risk appetite of its customer base, the
client decided to seek an exclusive provider of FOHF, capable of
designing the right investment content and to wrap that content
in a legal and tax optimized structure. We put in place the combined
solution of the right FOHF advisor and the appropriate wrapper product.
Private
Bank seeking for international very wealthy clients Pan European
tax wrappers
Our client is the wealth management division of a global bank. One
category of its customers are very wealthy families with estate
and holdings spread across Europe. The wealth management division
was seeking for a solution provider able to deliver and service
a EU25 compliant tax wrapper around the discretionary portfolios
managed and custodied by the bank. We found that provider, helped
the wealth management division run the due diligence process on
the provider and put in place the contractual infrastructure between
all involved parties.
Broker
Platform seeking for a range of exclusive absolute return funds
Our
client is a leading service
platform for financial planners. In order to complement their product
range, we supplied them with a range of absolute return funds as
well as with the marketing and sales support to place these funds
in the IFA market.
