Entrepreneurial Fund Managers
Are you fed up of politics, working in a large company?
Are you itching to be your own boss but intimidated by all the needed effort it takes to set-up and put in place compliance and team?
You privately realise that your day is sucked away doing everything else … except investing (your true love)?
Ready Infrastructure
Sterling is regulated by the FCA and runs a UK UCITS Fund.
As Fund Managers ourselves, we know what annoys and drives a Fund Manager.
Put simply, we are a platform
- FOR Fund Managers… BYFund Managers
We have in place
Regulated Infrastructure
- FCA Permissions
- Compliance, operations, transaction execution & reporting along with all back office support required by a Fund Manager
- Strong relationships with Brokers and Fund platforms, ready to plug and play.
Team + Experience
- Fund Sponsor and experience of running a regulated business
- Experience of seeking FCA approvals, changing prospectus
and transferring Funds if necessary - Digital marketing team for support and outreach
Platforms
Our Fund is available on these platforms. We can add another Funds from our stable.
Challenges for individuals and boutiques
Current situation
- Organic growth has been a challenge, investors are preferring larger "teams" and big names
- Fee income under pressure while costs are increasing
- Most Founders are working too hard for too little money
Fund Managers are responsible for day-to-day operations, compliance, marketing... and have little time for their core skills of investing. This was not part of the plan.
Action required
- Boutiques need to consolidate while retaining their unique style and independence
- Need to reduce fixed costs, including unnecessary operating costs
- Need to reorganise and focus on performance and growing the Fund
Sterling Solution
The Sterling platform is able to undertake
- FCA reporting and compliance
- Trade execution, MIFID transaction reporting, oversee settlements and corporate actions
- Provide insurance cover, audit reports and all other boring but absolute necessary admin undertakings
Put simply, the experienced Sterling team ensures the operations are run smoothly.
The Fund Manager is free from admin tasks...
While the Sterling central team takes care of all day-to-day minutiae, the Fund Manager would have the time to do what they have always loved – reading, thinking, bouncing ideas with great minds and focus on investing.
Finally, after many years, do you wish to tap dance to work? Once again?
Our ecosystem of similar minds ensures you enjoy a sense of belonging – while you manage your Fund independently.
You not only avoid the hassle of hiring and managing a team on a day-to-day basis, you also avoid incurring unnecessary operational costs.
Everyone benefits from a network effect and sharing…
Result
that provides value