Area of expertise

Strategic distribution

Helping specialist providers build credible relationships with advisers, wealth managers and family offices.

Overview

Specialist providers rarely fail on product design. They fail on positioning: material written for the wrong reader, a proposition explained in the language of the fund rather than the language of the adviser's file.

New Walk works with a small number of providers on how a proposition is framed, who it is genuinely suitable for, and how it is introduced to advisers, wealth managers and family offices.

Engagements are selective and structured around long-term relationships. [Commercial terms, scope and any regulatory arrangements to be confirmed.]

Considerations

What matters in practice

The points below are the ones that tend to decide outcomes, and the ones worth putting to any provider.

Positioning

The proposition must be explained in terms an adviser can record and defend.

Audience definition

Being clear about who a proposition is not for is as valuable as defining who it is for.

Material quality

Adviser-facing material should address structure, security and risk before performance.

Route to market

Networks, wealth managers and family offices each expect a different conversation.

Governance

Distribution arrangements need to reflect the provider's own oversight requirements.

Pace

Credible adviser relationships build slowly; expectations should be set accordingly.

Support

How New Walk helps

Support is practical and specific rather than promotional. The aim is that an adviser can explain a proposition, and their reasoning, without relying on the provider's marketing language.

Review of adviser-facing material and the proposition narrative.

Introductions to professional intermediaries where a proposition genuinely fits.

Honest feedback on where a proposition is not yet ready for distribution.

[Commercial terms and any regulatory arrangements to be confirmed.]

Also relevant

Other areas of expertise

Most client situations touch more than one of these.

Inheritance Tax & Business Relief

Specialist solutions that help advisers and their clients plan for the transfer of wealth across generations.

Private Credit

Access to specialist opportunities in privately originated lending, arranged outside public credit markets.

Alternative investments

Carefully selected opportunities that sit outside mainstream listed markets and conventional fund ranges.

Important information

Nothing on this website constitutes financial, tax or legal advice, or a personal recommendation. Specialist investments referenced are available only to eligible investors and involve risk to capital.

Business Relief and other tax treatment depend upon individual circumstances and the relevant legislation, which may change.

Tax treatment depends on individual circumstances and may change. Where Business Relief is discussed, qualification for relief is not guaranteed. Investments can fall as well as rise in value and investors may not get back the amount invested.

Please see our Risk Information for further information