Solution introduction

We are specialists in the design, delivery and maintenance of both product wrappers and the funds that reside within them

Business leaders seek our advice when launching new funds or products, embarking upon a programme of rationalisation or reevaluating or revising their distribution strategy

We also advise on the selection of business partners or technologies that can facilitate these activities in the field.

  • Fund and product design, development and launch
  • Fund rationalisation and restructuring
  • Market knowledge – UK, Europe, off-shore, global
  • Marketing and distribution strategy
  • Pension and annuity reform
  • Private client proposition alignment post-merger
  • Tax transparent fund: design and launch

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.