For Product Providers
Invertia’s suit of services for Financial Institutions are powered by in depth understanding of our Clients goals and needs, coupled with an extensive and active network of buy-side relationships. We don’t just have a database – we deal with decision making individuals. Having carried senior roles on the sell-side, we understand your business drivers. With the same token, having been in the investor seat, we recognize the best way to interact and how to address deficiencies in the approach.
We nurture and nourish our buy-side relationships, providing us with a current and evolving understanding of their asset allocation and investment guidelines. With unparalleled access to Family Offices, HNWI’s, Investment Companies, Sovereign and Quasi-Sovereign institutions, Pension Funds and other proprietary/principal investors in the Middle East, Europe, Asia and Latin-America, we help our clients navigate the cross-border challenges that come when they are expanding their reach.
Client & Capital Introduction: We provide comprehensive client & capital introduction services to asset managers and product providers in general. Our guidance is to those groups seeking to diversify their client base, access new geographical regions, penetrate a new client segment, and increase their assets under management. We assist with pre-marketing initiatives and targeted investor landscaping. We ensure that our client is aligned with pre-qualified and interested parties only.
Road show, Workshop/Seminar organization & support: We offer road show planning and scheduling services, ensuring that we build an agenda and selective meetings with qualified and aligned counterparties for our clients. Also, we assist in the set-up and production of investor driven seminars/workshops, which are a great platform to educate the marketplace and attract motivated prospects.
Market and investor profiling: We conduct custom market research tasks in which we deliver concise details on viability, landscape and potential; this can be regional or investor group focused. Our reports prove an invaluable tool to steer, prepare and commit to a strategy, region or market segment. Our engagement can further cover the profiling and pre-qualifying prospects, ensuring that our clients focus their resources on their targeted marketplace.