Our multi-step approach allocates our specialised resources into three clear stages: Product Placement, Product Preparation and Targeted Marketing. We look to provide investment managers with tangible benefits throughout the product development and targeted marketing process.

Stage 1 - Product Placement

  1. Qualitative Product Analysis: review of documentation, structure, investment process, company, etc.
  2. Qualitative Analysis: review fund vs. market, benchmark and peers.
  3. Target Market: establish target client types, size and location in the market

Stage 2 - Product Preparation

  1. Product Development: working with the manager and key stakeholders to improve fund proposition, documentation, structure, processes etc.
  2. Communications Strategy: establish branding, market positioning, PR, key messages etc. Ensure coordinated approach
  3. Target Market: categorizing the target market and extract potential “early adopters”

Stage 3 - Targeted Marketing

  1. Rollout Communications Strategy: to target market
  2. Onboarding: assist with platform negotiation and rating agency reviews
  3. Client Feedback: obtain and analyse client feedback and commerce lead generation
  4. Lead Generation: introduction to key interested firms through regular reporting
  5. Ongoing Optimisation: an iterative process, with the ability to re-strategize based on client feedback and market developments

Contact Us

For further information on Candlewick Capital, the services we provide and our clients, please do not hesitate to get in touch

+44 (0) 20 7071 3960