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Poole Consulting provides a range of advice and implementation services across multiple aspects of the fund management industry.  We have wide experience across a range of disciplines, covering portfolio management, product structures, product development, distribution strategies, service provider selection and ongoing monitoring.

Our expertise is centred on Irish-domiciled mutual fund structures.  We are able to match these to clients’ individual investment strategy and distribution plans in order to provide the best vehicle to meet each client’s needs.  This extends across a range of asset classes, from traditional equities and bonds strategies, through to alternative strategies including venture capital and private equity vehicles.  Whether clients are looking to develop a UCITS platform, or more specialised vehicles such as QIFs or CCFs, we can access the necessary skill sets to develop, launch, and help to sell your Funds on a global basis.

Our Services

• Assistance with establishing a Funds presence in Ireland
• Redomiciling Funds into Ireland
• Assistance with relocating corporate HQ to Ireland together with key executives
• Review of investment approach and processes for traditional and alternative strategies
• Advice on broadening distribution into new channels and partners ex-Europe
• Marketing advice across distribution channels, and intermediation with potential distributors
• Negotiation and preparation of relevant documents
• Service provider selection exercises
• Service provider service level reviews and benchmarking exercises
• Education and training on mutual fund operation and administration