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Long Only Equities
Fundamental to the way Castlestone Management does business are our relationships with third party distribution platforms and life companies. Castlestone Management continues to develop strong distribution networks with third parties and offers support tailored to individual requirements. This may include anything from dual-branded sales and marketing materials to assisting with marketing and training requirements
Supporting Our Relationships
Castlestone Management works alongside distributors and platforms to develop strategic joint sales and marketing plans. We have a dedicated team which coordinate launches and provide ongoing sales and servicing of Castlestone Management’s funds on various platforms. This team supports all marketing, ongoing operations and legal issues in relation to this and aims to ensure best and consistent service for our partners. The team maintains regular contact to ensure all service requirements are met and new development ideas are introduced.
Marketing Initiatives and Support
Castlestone Management works with you to establish your requirements for tailored dual branded marketing materials ranging from presentations to ‘microsites’. We offer training and regional sales support globally (excluding the USA) and participate regularly in conferences and ‘roadshows’ providing bespoke presentations and conference materials to support these efforts. Monthly performance reports, economic updates and newsletters are provided.
Third Party Relationships:
Castlestone Management funds are available via a wide range of third party providers/distribution partners.
For further information please Contact Us.