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.
Our Team
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
Cross selling
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.