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Client Case

Expand domestic asset management business to Continental Europe on behalf of established Nordic-based asset manager

Senior management at established Nordic-based asset manager sought to diversify client assets and growth prospects outside of its Nordic home market. Due limited sales and marketing resources, a third-party sales approach was desired. The Client brought in Kirstein to provide an independent market review, sourcing, and selection of third-party distribution partners in Germany, Austria, Switzerland, the Netherlands as well as the Nordic region.



  • Validate commercial viability of Client’s entire product portfolio to select most relevant asset management products for European distribution (institutional and wholesale markets)
  • Review market for European third-party marketeers, assess and engage with leading agencies (based on due diligence of each third-party marketeer) and negotiate terms and pricing
  • Increase chances of success by ensuring that the Client’s future partner strategy is based on a structured, focused and well-tested approach to partner selection


Nordic region

Project type

Product assessment and partnership formation

Client type

Privately held organization