About us
With decades of experience navigating the international capital raising and investment management sector, we have charted a course for unparalleled client and AUM growth. Our business model thrives on this growth, steering through traditional investor meetings, conferences, and fact sheets, while also pioneering a cutting-edge digital growth program. Leveraging the power of social media, podcasts, and other digital assets, this program amplifies your fund’s message and bolsters the credibility of your fund and its managers.
Our crew comprises a diverse group of seasoned professionals, each bringing a wealth of experience in fund management, institutional sales, asset management, derivative trading, commodities, private equity, structured products, web design, IT support, and social media. This unique blend of skills allows us to understand and serve our clients’ needs with precision and expertise. We are your reliable vessel in the investment industry, committed to partnering with you and introducing you to a global network of investors. Our goal is to ensure your fund reaches the right ports of call, navigating both traditional and digital channels with expertise and dedication.
Our strategy
At Crestwave Advisors, we see fundraising for investment funds like navigating the seas. Our approach is like that of an expert sailor, using both traditional methods and modern skills to guide the way. We focus on creating strategies that set your investment funds up for success.
Charting Course
Like a seasoned admiral charting a course through uncharted waters, we strategically combine time-tested navigation methods with cutting-edge digital tools to set your investment fund's voyage on a successful trajectory. This ensures your fund not only sets sail smoothly but also makes a grand entrance into the bustling harbour of potential investors.
Swift Clipper Maneuvers
Just as a clipper ship maneuvers swiftly through the vast ocean, our digital growth strategies empower your funds to navigate dynamically in the online landscape. By harnessing the digital data we gather, we can adjust course as needed, ensuring your message reaches distant shores and engages both traditional and digital audiences with precision. This agile approach allows us to stay responsive and effective, charting the optimal route for your fund’s success.
Land in sight
Reaching safe harbor is the ultimate goal of any voyage, and likewise, we aim for that decisive moment of fundraising success. Through precise navigation and a comprehensive marketing strategy, we ensure long term steady growth in your fund's reputation and AUM. By leveraging both traditional channels and cutting-edge digital tools, we adjust course as needed based on data. This dynamic approach ensures your fund's message reaches and resonates with the right audiences, guiding your fund to sustained success and a strong reputation in the investment community.
A sneak peek into our unique Digital Growth Program
We leverage social media, podcasts, and other online tools to elevate your fund and connect with today’s investors. Our mission is to establish trust by showcasing the reliability and expertise of your fund and its managers. This not only amplifies your message but also instils confidence in potential investors. We position your team as industry experts through strategic interviews on popular podcasts and widespread online publication of your fund’s news. With our extensive network of global podcast connections and online news sources, we can secure features for your team on podcasts and in numerous news articles each month. This robust exposure reinforces your fund’s credibility and appeal to investors.
About our investors
Over the past decades in the international finance sector, we have cultivated a robust and prosperous network within the investment industry. Our investors and partners, who manage substantial wealth for individuals, families, governments, and corporations, provide us access to a diverse range of investor profiles, typically categorized into several distinct entities:
- Financial Advisors: These include independent smaller businesses or larger networks with hundreds of advisors operating under a unified name. Each advisor can manage up to hundreds of clients. To integrate our funds into their client proposals, networks must first add our funds to their approved lists.
- Asset/wealth managers: These are larger independent managers with substantial portfolios, though they typically serve fewer clients compared to financial advisors.
- Private banks: These institutions offer comprehensive services to clients, including standard banking facilities and investment management, specifically tailored for high-net-worth individuals (HNWIs).
- Funds: These entities manage mixed portfolios and seek to diversify their holdings, often looking to access specialized strategies that are not easily replicated.
- Family offices: These can be single or multi-family offices that handle all financial and practical aspects of managing an ultra-high-net-worth individual’s (UHNWI) family. They focus on providing a holistic service, encompassing both financial and non-financial needs.