The Written Word | |
read about practical consultancy/training » |
We can access writing expertise in a variety of areas - all of which can be tackled with either a consumer or technical, professional readership in mind.
Content
We can find skilled writers who are experienced in all aspects of fund management – from stock selection and asset allocation through to yield calculations and macro economics.
Our writers are not just familiar with the unit trust/Oeic industry but can also cover investment trusts, direct holdings as well as specialist fund management activities such as hedge funds, private equity and property.
Other topics we cover include:
- Taxation
- Distribution
- Regulation
- Mortgages
- Loans
- Pensions
Collateral
In these times when there is an emphasis on Treating Customers Fairly (TCF), journalists can bring an independent and unbiased skill to a company’s literature. Their ability to communicate and report to all customer types adds value to the overall TCF compliance procedure.
Materials we can assist with include:
- RFP
- Factsheets (commentary)
- Website content
- Market reports/newsletters (internal/external)
- Sales aids
- Ghost written/placed articles
- Annual/interim reports (commentary)
- Marketing brochures
- Advertorials
Practical consultancy/training | |
back to the written word » |
Who do you go to when you’re unsure of the practical aspects of working in the UK investment marketplace?
With more than 30 years combined experience in the retail financial services industry, the directors of Elite are well equipped to help with any practical issues your company may face. For new companies entering the UK market or even established companies looking at creating new investment ideas, our bespoke consulting and training service is designed to target your specific needs through the provision of practical advice.
- Do you have a marketing strategy in place? Do you need one?
- Do you know who your audience is and how to address them?
- Do you know and understand the requirements of your intended audience?
- Do you understand UK buying trends?
- Do you have the appropriate contacts and resources for all areas of your business?
- Are you prepared to meet with IFAs and institutional investors? Do you fully understand the different approaches required for these distinct groups of buyers?
For a daily or project rate we can:
- Provide an understanding of the buying trends and workings of the intermediary community
- Trouble shoot – from products through to marketing strategies
- Review of existing materials – are they appropriate and targeted at the right audience?
- Help with meeting preparations – from who to how
- Provide introductions to PRs, events groups, distributors, marketing and sales agencies
- Formulate a targeted selling plan – what is needed, who should be included (ie: DDQs and RFPs for institutional investors, presentations and sales aid material for IFAs)