Target identification and pitch development
- Institutional investor opportunity identification (sovereign wealth funds CIC NCSSF & SAFE, insurance AMCs, trusts, group finance companies).
- Cross border development (QDII sub-advisory, QFII product and partnership development, CNH opportunities).
- Sales pitch development and application process support (RFP process, customization to target investors).
- Exploration of platforms in China (FMC JV, securities JV, trust JV, private fund manager, private banking, PE/VC).
- Assessment of each potential platform based on the client’s near-term and long-term objectives.
- Prioritization of viable platforms to consider, along key internal (e.g. ROI, ownership, synergies, brand/reputational risk) and external (e.g. legal & regulatory, execution feasibility, current demand & growth) determining factors.
China strategy development
- Summary assessment of client’s near-term and long-term business objectives, and how they align with recommended businesses and platforms to pursue.
- Analysis and recommendation on how the suggested platforms may coexist and collaborate.
- Development of execution timeline for establishing recommended businesses and platforms.
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