Distribution and Placement

Apache Advisors has relationships with a number of placement agents in all the major financial centres around the world, such as the United States, Europe, the Gulf Region, India and Asia Pacific.

We work with our clients to determine the most appropriate distribution strategy to reflect their business aspirations and product offerings. Frequently, we advise on product modification for different markets, but most importantly our analysis of the structure of individual markets provides real added value. We structure distribution strategies for the retail, wholesale and institutional marketplaces ensuring that our clients’ products are directed to the most relevant investors.

We recognize that the retail, wholesale and institutional segments have different product requirements.  The retail segment seeks the latest fashion in fund of funds, single manager funds, funds focused towards specific markets or sectors, top performers and funds packaged through structured products.  The wholesale sector looks for innovative and exclusive solutions, single manager funds and structured products.  The same demand comes from the institutional segment but here there is the requirement to offer managed accounts as well as conventional “off the shelf” products.

Apache Advisors has extensive experience, from a practical point of view, of the issues of segmenting the market by client type.