Advice with depth.

Are you an asset management company that is looking for an experienced partner who can advise you in all matters relating to business development? And who demonstrably possesses the required industry know-how? Then, we at Dolphinvest are the right partner for you. After all, our advice is based on many years of professional experience.

What that includes, you can find out here.

Whom we advise

Established
companies

We support players in the asset management industry who are already well-established and would like to benefit from the know-how of a specialized management consultancy.

Start-ups and
Lift-outs

We advise newcomers – from the definition of the business strategy, the sales and product direction and the financing by venture capital providers up to the assumption of interim management functions.

Owners and company
founders

In a ‚people business‘ such as the asset management industry, succession plans pose a particular challenge to the sensitivity and the knowledge of the industry.

We advise clients on all key financial markets: EMEA, North America and APAC.

Our areas of advice

Markets

To identify new sales markets for your investment products is part of our core competencies.

Positioning

We have the tools and solutions to reposition your company in the asset management markets of your choice.

Client segments

Jointly we develop strategies on how to establish new client segments.

Resources

We advise you in optimising your sales and marketing resources.

Growth

Whether mergers & acquisitions or strategic alliances – we know how to achieve inorganic growth.

Succession

Before it is too late – we advise you in implementing succession plans in a timely and orderly fashion.

Knowledge and experience are our assets.

Skilled. Intelligent. Dynamic – features perfectly symbolized by the three dolphins, our logo. We, too, operate in international waters. As a team. Our international team of advisors has gained long-term operational experience in the international asset management business. Also on C-level. Jointly with our cooperation partners we look after mandates in all key financial markets globally: EMEA, North America and APAC.

Klimek Advisors Global Asset Managers Index

Source: Morningstar, EuroSwitch. As of 13 June 2018. This performance is related to past years,
is not a reliable indicator of future performance and is not constant over time.

 

Each quarter we publish the “Klimek Advisors Global Asset Managers Index“. This index is a tool for us to analyse the current situation of the asset management industry and to illustrate the view of international investors on the industry. For this reason, the index publication is by no means a buy or sell recommendation.

The index displays the performance of more than 50 listed asset management companies in EUR. For inclusion in the index, it is a mandatory requirement that a minimum of 75% of the overall revenue of a company is derived from asset management fees. Banks and insurance companies that have major asset management entities will, therefore, normally not be included in the index. The index represents all continents.

Listed companies are transparent as they publish quarterly, semi-annual and annual results. The analysis of data of individual listed asset management companies enables us to consolidate relevant information and to make generalising statements. We use this insight into the industry as management consultants to our clients. Depending on the mandate, we divide the universe of constituents of the “Klimek Advisors Global Asset Managers Index“ into groups of similar companies against which we then benchmark our clients.

Interested to find out more? Please contact us.

Your contact person for Europe:

Michael Klimek
Email: mklimek@dolphinvest.eu
Phone: +49 69 33 99 78 - 14

Your contact person for North America:

Frank Keeler
Email: fkeeler@dolphinvest.eu
Phone: +1 802 - 989 - 6443