CSP is a global and benchmark solution in the distribution of third-party funds

With headquarters in Madrid with Business partners in Lima, Lisbon, Lugano, London, Milan, Netherlands and Paris, we develop our capabilities as Third Party Marketer in Europe and Latin America

Our key strengths

Technical expertise

Experience in designing best investment structures, platform access, prospectus optimization, share class and pricing schemes, local fund registration, local tax optimizations and other operational issues.

Deep local knowledge in a wide range of markets

Strong understanding of regulatory framework, local market structure, trends, investors appetite (tracking errors, volatility) and reporting in markets that we operate in.

Cross Selling

Having over 420 active global investors offers us the unique possibility of large-scale cross-selling and maintaining a constant dialogue with our robust client base.

About us

Capital Strategies Partners is an independent brokerage firm that acts as a Third Party Marketer specialised in identifying and selecting high value-added investment ideas in order to facilitate decision making for financial institutions.

We have almost 25 years’ experience which means that we offer the best distribution service for financial products.

Service

Optimise your investment strategies with our three pillars: operational support, asset raising, and client servicing. Our comprehensive approach covers everything from product fine-tuning to platform onboarding, ensuring your investments are optimised for success. Explore how we can elevate your financial journey.

Why Capital Strategies Partners?

Knowledge

Local knowledge and expertise with local operational requirements and needs.

Experienced

Almost 25 years of experience in the third-party marketing business, we have witnessed multiple events such as seeding, prospectus changes, hard and soft closings, manager changes.

Technical expertise

Work hand-in-hand with the fund manager to design and adapt the products to each market.

Fully independent

Privately owned by senior management and employees.

Strong relationships

Deep personal and professional relationships that facilitate the identification of asset class demand and interests.

Fees

Compensation scheme based purely on success. No retainer fees.

International

HQ in Madrid, with a strong worldwide network of local business partners in Lugano, Lima, Lisbon, London, Paris, Dubai and the Netherlands.

Transparent and accountable

Commitment to providing reporting and regular updates as part of our service.

Credible

Strong and established presence in the financial industry raising assets for both small and bulge bracket asset managers and investors.

Alignment of interests

We strongly believe in team-work and constructive collaboration with the manager. No proprietary products.

Cross selling

Ability to cross-sell and access strong worldwide client base that generates synergies across each country.

Capillarity

Active work to generate internal demand (top-down and bottom-up) in private banking networks and independent financial advisers.

With more than two decades of experience generating value to offer the best financial product distribution service.