Fund Building is a third party marketing company working to help clients raise investment assets.

Our aim is to develop relationships between investment managers and our audience of professional advisers and buyers of collective funds in the UK and Channel Islands.

Our criterion for success is getting your funds in front of the buyers who matter.



What we do

Our goal is to build durable relationships between you and professional buyers to develop a pipeline of business. The objective is to raise assets as quickly as possible and the best way to do so is to build relationships with potential buyers who will range from those expressing mild interest to others with cash available to allocate to strategies like yours. The first step is to “get you on their radar”.

Our process is straightforward and relies on the relationships we’ve built up over the years combined with  use of our Customer Relationship Management system which we use to track who’s where and what they’re buying. In the UK, for example, we have some 7,000 individual contacts from a range of FCA regulated intermediaries and institutions including wealth managers, family offices, multi-managers, funds of funds, private and investment banks, stockbrokers, high end independent financial advisers, pension funds and local authorities. In short, professional people who buy or influence the buying of collective funds.

Our audience comprises authorised/regulated professional buyers in the UK and Channel Islands buyers who, in the main, tend to apply the following criteria when considering investment in collective funds:

  • UCITS compliant
  • 3 year track record
  • Minimum $50m – preferably > $100m

That is not to say that if your proposition fails to meet these criteria, there is no appetite for your strategy  but it does require targeting those in our audience who are less constrained in their investment choices.

How we work

The main focus of our activity is, using a combination of email and phone calls, to arrange meetings between you and prospective buyers who’ve expressed interest in your fund(s). Depending on your preference, we look to arrange a concentrated series of meetings, over four days, every six to eight weeks, so as to minimise the time your investment team is away from their desks. Meetings can take the form of presentations to groups of potential buyers over lunch or dinner or one on one meetings. In between visits we follow up those contacts you’ve already met and arrange the next round of meetings.

An essential element of developing a pipeline of business is regular communication with potential buyers through monthly factsheets and occasional, relevant white papers. We take it as read you have the necessary systems and resources to do this. For our part, we maintain our CRM database with records of meetings, conversations and email correspondence to ensure you’re well briefed in advance of meetings and presentations.

All communication with the buyers, on your behalf, is carried out by the directors who are also updating our database to keep it current and relevant. We will send emails from and always introduce ourselves, when phoning, as calling on your behalf ; the objective is to develop the relationships between you and the buyers. Whilst we operate on the basis of exclusivity in a given market, we recognise that you may have existing relationships on which we don’t expect to be rewarded. This is handled by way of an exclusion list appended to the agreement.

We offer advice on marketing materials and investment presentations in order to tailor your message to the audience. We also work our informal press contacts in the industry to raise your profile in the market.

Our Fees
Why use FundBuilding?