When your head is down and you are doing your job on a day-to-day basis, it is very difficult – practically impossible – to keep up to date all your marketing material, and perhaps more importantly, follow and embrace business best practices.
This week we introduce Danny Dayan, founder, and CIO of DWD Partners, LCC, to the spotlight! Read about the operations at DWD and where Danny sees an opportunity to grow.
This week we introduce Mette Østerbye Vejen, CEO of CABA Capital A/S, to the spotlight! Read about her take on marketing funds’ unique value proposition and her growth plans for CABA.
This week we are delighted to feature Theron de Ris, founder of London-based Eschler Asset Management.
Edgefolio has started a new initiative and want to feature some of you in a series of interviews. It will be known as: “Edgefolio Spotlight”. This week we introduce Angus Cameron from PCS Capital.
Read about what’s been going on behind the scenes at Edgefolio during September. From awards to feature updates – we give you a short overview of what we have been getting on with during this month’s newsletter.
We are very excited to announce that The Guardian Multi-Family Office is Edgefolio’s newest client, opening a new market in New Zealand.
The Auckland-based boutique, independently-owned wealth management and financial advisory firm, will be utilizing Edgefolio’s flagship product, FundPortal to administer market its SICAV Sub-Funds.
Presenting: Engagement level of your prospects!
– We have all the data, how can we use it in the most efficient way?
– Is there a way to know who is a ‘hot’ prospect?
– I have more than 2000 Investors in my database, how can I prioritize?
– If I had time to focus only on 2 prospects, who should they be?