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Asset Manager Services

Arbutus Partners: Third party marketing services

Arbutus s Partners provides third party marketing services to established allocator contacts for emerging asset managers looking to access the IIROC retail brokerage market, family offices, investment counsellors and small institutional accounts in Canada.

We work on a retainer plus success fee basis for selected clients. We ideally look to lead a manager’s sales, marketing and product development. Our asset managers clients love running money and generally have few if any full-time sales or marketing staff.

The team has extensive experience raising capital for Mutual Funds, ETFs, Flow-through Funds, Hedge Funds (alternative strategies) and Private Real Estate and Private Debt Funds (alternative assets).

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Arbutus Partners at a glance

The Arbutus platform creates a suite of differentiated funds we see industry demand for that provides each client better awareness, consideration and demand generation results than going it just alone.

Years of Combined Relevant Experience
Team Members and Growing
Families Empowered Through Education
Years Serving Families
Ultra Affluent Canadian
Families
Assets Under Consultation
AM 1

Arbutus Parnters: Suite of differentiated funds

The Arbutus platform creates a suite of differentiated funds we see industry demand for that provides each client better awareness, consideration and demand generation results than going it just alone.

We know how to build and execute fund sales strategy that combines modern digital with traditional wholesaling to populate a funnel through phases leading to an allocation.

Our marketing and product development strategy review and execution plan looks at your pricing, positioning (flanking, offensive, or guerrilla), promotion and product features to make selling more effective.

We seek asset managers who have graduated from the startup phase of fund growth, with an established track record and a critical mass of assets that can offer our contacts one or more benefits attributed to emerging managers: higher performance (from running a small fund early on, not being capacity constrained, or having a unique investment strategy), bring a new asset class to the fund market, or providing access to niche too small for larger asset managers.

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Arbutus Partners

Email: [email protected]

Phone: 1.833.367.2587 (833.FOR.ALTS)

Phone: 1.604.229.9749

LOCATIONS

Vancouver
Calgary
Toronto

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