Expertise across the Globe
USA & Canada
Marketing into North America:
- Institutional Investors: Pensions, Endowments, Foundations, Banks, Corporates, Insurance, Fund of Funds
- Intermediaries: Financial Advisers
- Wealth Managers: OCIO, Family Offices, Accredited Investors
Access: any marketer must be formally registered
with FINRA, the US regulator.
Unique: Distribution Bridges has been marketing in the USA for
over 35 years and holds the regulatory status required.
Europe & European Economic Area
Marketing into the EU & EEA
- Institutional Investors: Pensions, Foundations, Insurance,
Fund of Funds, Fund platforms
- Wealth Managers: OCIO, Family Offices, Networks
Access: any marketer must be registered within the EU / EEA,
or have a Tied Agent status with such.
Unique: Distribution Bridges has unusual access to non-retail investors with minimal regulatory friction.
Switzerland
Marketing into Switzerland
- Institutional Investors: Pensions, Banks, Foundations,
Insurance, Fund of Funds
- Wealth Managers: Family Offices, Advisors
Access: any regulated marketer can access non-retail investors; registration with FINMA, the Swiss regulator, usually required.
Unique: Distribution Bridges has 35 years of experience
working with Swiss investors.
United Kingdom
Marketing into the UK
- Institutional Investors: Pensions, Foundations, Insurance,
Asset Managers, Banks, Fund of Funds
- Fund Platforms: easy access to products
- Wealth Managers: Family Offices, Wealth Advisors
Access: any marketer must be authorised within the UK,
or be an Appointed Representative with such.
Unique: Distribution Bridges has unusual access to non-retail investors with minimal regulatory friction.
Middle East
Marketing into the Gulf Cooperation Council countries
requires familiarity with the investor landscape. Each country has unique investor expectations and requirements.
- Investors: Government entities, Banks, Insurance, Wealth Managers
- GCC: Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, UAE
Access: a US-regulated marketer can access
institutional investors directly.
Unique: Distribution Bridges has 35 years of experience
marketing into the Middle East.