bg-logo-white

BROOK GREEN

Marketing Services for Alternative and UCITS Funds

ABOUT US

History

Brook Green was formed in 2009 by Steve Williams and Alex Lushpay, the aim was to offer marketing and distribution services to managers of alternative investment funds in Europe. Since then the business has grown to encompass a wider range of services for the fund management industry from business development to distribution administration.

Since its inception Brook Green has worked with clients totalling over USD 200 bln in assets under management and been nominated for numerous industry awards in the field. We remain committed to offering the best possible quality of service to our clients, which is based on research and industry knowledge as well as logical target driven approach.

Throughout our growth and development, the one constant was our mission - to offer marketing and business development-related services for our clients, that are different from our competitors:

COMPREHENSIVE

a holistic approach to raising investment capital;

PROFESSIONAL

services based on experience, expertise and realistic expectations;

PROCESS-LED

clear best-practice approach to every service;

OUTCOME-FOCUSED

everything defined by contribution towards advancing the business through investment capital growth.

welcome

Today The Brook Green Team Consists of 5 professionals, who together offer comprehensive coverage of key markets in Europe, including the UK.

Biography Summaries

Alex

Alex Lushpay

CEO Brook Green Group

Alex has over 12 years’ global experience specializing in general management, financial sales and research. In addition to his overall leadership he is also responsible for global marketing, compliance and client engagement; and specializes in working with the investor base in the Channel Islands and the French speaking part of Switzerland. His deep research specialization means that he still takes hands-on ownership for developing and producing quantitative reports on the EU fund marketplace for select clients.

headshot-James

James Floyd

Proposition Director and
Head of Sales

James has more than 10 year’s experience working in investment Banking, marketing to UK IFA’s and in retail banking with HSBC, he is responsible for managing development of new relationships with investors on a daily basis, as an investment manager James ran a £140 mln. portfolio of diversified assets.

josh

Josh Palmer

Sales UK and Channel Islands

Josh is a client relationship and business development specialist with 12 years’ client facing and operational experience in the fund management industry. He has had experience in developing new regions and been involved with the launches of several new products including offshore, UCITS and AIFMD structures. Josh previously worked with Aurum Funds and was responsible for business development in various locations globally and advising existing clients on their investments. Prior to this he was employed at Master Capital, a fund of equity funds, where he managed both the client relations and operations, in addition to assisting the fund manager with investment analysis and decisions.

human-face-150x150

Evelyn Cronin

Institutional Sales Ireland, Germany and Switzerland

Evelyn is an experienced marketer, having a 13 year successful track record working with a range of fund structures, from offshore to onshore, having raised capital for equity, fixed income, private equity and commodity funds. Irish national living in Germany, Evelyn has relationships with family offices, HNWs, wealth managers, institutions and endowments in the UK, Ireland and Switzerland.

Matt-Lenzie-002-150x150

Matt Lenzie

UK IFA Distribution and Direct Investments – Real Estate Funding

Matt has been involved in the financial services sector for the past 16 years, working for a series of large financial institutions including HBOS, where he was an Associate Director. Since leaving banking Matt has worked predominantly in the IFA Distribution space, in deal origination, deal structuring and sales and marketing for several tax efficient boutiques, including Enterprise Investment Partners where Matt was a Partner until June 2016.

We strongly believe that each and every successful marketing framework consists of

Understanding, intimately, your business and where you would like to be;
Analyzing, in depth, the relevant competitive and regulatory environment;
Defining in detail the marketing and administrative requirements of your business – what you are now, where you would like to be and what is required to get there;
Launching the infrastructure for your marketing activities, with accountability and repeated review/reporting;
Participating fully in asset-raising for your products – building a marketing partnership.

These individual components exist to various degrees of formality and quality in every asset gathering business. Each component has predefined deliverables, costs and timelines and can be tailored to the specific needs of our clients.

Having identified these components, Brook Green have broken down fund marketing and distribution landscape into three distinct channels and nine sections:

Having identified these components, Brook Green have broken down fund marketing and distribution landscape into three distinct channels and nine sections:

A: Consulting & Advisory

EMEA Market Review
%
Marketing Strategy
%
Strategy Implementation
%

B: Administration

Marketing Administration
%
Distributor Set-Up
%
Distributor Administration
%

C: Marketing & Promotion

Capital Investigation
%
Capital Introduction
%
Capital Development
%

Each section has pre-defined deliverables, costs and timelines and is tailored to specific needs of every client. In other words, no fund management business is the same and deciding whether to outsource any of the above components or manage them in house depends on individual preferences and features of every business.

Beacon Financial Education

Beacon Financial Education gives our clients access to a worldwide network of financial professionals, such as financial advisors, insurance professionals as well as tax & accounting professionals that allows them to provide a seamless service, no matter where you are in the world.

We provide our Clients with international and U.S. financial products and services that meet their needs for financial control, stability and simplicity. Our clients are Americans, internationals, and local nationals—managed by a team of advisors that understand the financial regulations, cultures and more in the countries where they resid

Email or call us

Email:
research@brookgreen.eu

Call:
James: +44 203 397 2755
Alex: +44 203 397 2744

Find us on

Office location