Who are we?
Preference Conseil is a French company fully dedicated to providing marketing and distribution services for the asset management industry.
Our ambitions are aligned with yours: creating Preference in an increasingly competitive industry.
Founded in 2013 by Valérie Meurice, Preference Conseil offers a “one stop shop” approach that guarantees the consistency of your image and key messages.
Our services are delivered by a team of senior specialists.
Préférence Conseil
Preference Conseil is business-minded, objective-driven, and committed to providing successful outcomes for its clients.
Strategic marketing
Positioning.
- Express the company’s ambitions & objectives.
- Surveys & studies.
- Define the company’s DNA.
- Understand the core business.
- Identify differentiating factors.
- Value proposition.
- Signature.
Product offering.
- Audit the product range & suggest improvements.
- Mergers.
- Positioning/repositioning of funds.
- Fund launches.
- Process description/revision.
- Create/upgrade sales pitch.
Distribution.
Analyze the fund’s (I) underlying investor base (II) distribution channels (III) sales efficiency
- Clients segments.
- Countries.
- Country/client/product matrix.
Implementation.
- Action plan in motion: writing, delivering…
- Timing.
- Follow-up.
Third Party Marketer
Preference Conseil helps you accessing the French-speaking markets. Preference Conseil maintains a constant and qualitative dialogue with the most relevant investors through the various segments : institutional, private banks, asset management companies, MFO.
We believe that sales efficiency relies on a strategic combination :
- The right positioning
- A long term distribution strategy
- An added-value content management
- A deep knowledge of each investor’s need
We offer you:
- A team of senior professionals with more than 25 years’ experience in asset management.
- A proven ability to distribute complex strategies.
- A client database of more than 2,000 contacts in main French-speaking countries.
- A network of distribution partners in Europe and the Middle East.
Content management
Communicate the right data, at the right time, to the right people.
Produce written information in French.
Filter, organize and harmonize messages.
Define he brands’ voice in relation to its history and DNA.
Adapt messages to the European French speaking audience.
Attract the companies’ target audiences with high quality material.
Coordinate messages across different media: website, sales documents, press releases, white papers, social media.
Bio
VALERIE MEURICE
FOUNDER
Valérie Meurice has over thirty years’ experience in financial services, including fifteen years in asset management as Marketing and Communications Manager for BNP PAM, then as International Development Manager and CEO of FundQuest Paris. She has developed deep knowledge of the decisive steps of business development and of the most effective organization to meet given objectives. In 2013, she created Preference Conseil. She graduated in NLP (Neuro Linguistic Programming) as a Master Practitioner in 2013 (IFPNL). Valérie also holds Masters Degrees in Management Science and Surveys and Marketing Modelling from Dauphine University, received in 1989 and 1990.
Partners
Preference Conseil represents TCW in France, Luxembourg, Belgium.
TCW is an American asset management company created more than 50 years ago and managing around 200bn$.
TCW offers expertise in a series of fixed income, equity, alternative strategies.
Europeans investors can access a UCITS Luxembourg SICAV comprising a dozen of sub-funds all SFDR 8 or 9.
References
Contact
By email