Boutique Resources

Below are links (click on the logo) to companies who are ’boutique friendly’ and offer products which may be of use to boutique asset managers.

*note: neither Boutiques Breakfast, nor any associated companies or individuals, benefit from any e-commerce or other commercial arrangements as a result of hosting this page.

AM Insights is a fund data platform that helps boutique asset managers better understand their position within the market and engage more effectively with their clients.

Its intuitive, and mobile-based tools support meaningful and informed client conversations.

Cleveland & Co are an outsourced in-house legal team that specialises in Financial Services and Investment Management. Our model means we truly work as an extension of your team.

We are structured to give you access to a diverse team of high performing specialists, with global experience covering financial services, corporate, commercial and regulatory/compliance matters.

Fundpath is a leading critical data and business intelligence service for the wealth and asset management industry. Serving as a dynamic, ever-evolving knowledge bank of fund buyer information, Fundpath streamlines engagement and bridges the information disconnect between fund buyers and sellers.

By providing real-time access to advanced business intelligence and actionable insights, Fundpath enables stakeholders to make confident, well-informed decisions, and drive greater efficiency and transparency across the investment universe.