Founded in 2004, Spring Capital provide capital raising and marketing services for open-ended funds managed by boutique fund managers. These include long-only and absolute return fund managers, ideally structured as UCITS vehicles.
Employing a proven methodology, our experienced team of fund distribution and marketing specialists ensure that managers enjoy access to appropriate target investors in the United Kingdom, Switzerland and other markets.
The benefits for fund managers of using an Outsourced Distribution Partner, such as Spring Capital
We believe that a fund manager's primary objective is to manage their investment funds and produce strong returns for investors. By outsourcing the sales, marketing and client service functions to Spring Capital, they are able to retain this focus and at the same time build their assets under management.
Spring Capital work with carefully selected boutique fund managers
Spring Capital's industry knowledge and extensive contact base spanning a broad base of investors have delivered demonstrable results for managers who have a high-quality product offering. The assets in funds represented by Spring Capital have grown to a total of over $10bn (as at 31st December 2021), proof that the outsourced distribution partnership model works.
Assets in Spring Capital represented funds (USD)
We source assets from multiple distribution channels including Wealth Managers, Private Banks, Family Offices, Fund of Funds Managers, Multi-Managers, Endowments, Charities, Pension Funds, Consultants and IFA’s.
Investors in Spring Capital represented funds can be also confident that the managers have a strong investment process, will have regular access to the fund managers, they will get ongoing reporting and most importantly that the fund is likely to grow in size over time.
Funds we select
We have no hard and fast rules when selecting fund managers to work with, however, we prefer to work with those who have a clear approach to managing money, a differentiated investment philosophy and above all we need to believe that the managers will deliver on their objectives for investors over the longer term. We undertake a significant amount of research and due diligence on any managers prior to making a decision to work with them.
We have a fee structure model which aligns our interests with those of our managers, by sharing in the success rather than charging any retainer. At the outset, our commitment is to a long-term relationship with the investment managers we select and welcome the opportunity to discuss new fund ideas from an early stage.
Other ways we help
Spring Capital and its network of specialist partners can assist with branding, compliance, structuring of new funds, on-boarding funds with platforms, competitor analysis, peer group performance, RFP’s, the content design & production of marketing materials, presentations, factsheets, websites and much more.