Product Development

Crest anticipates the responses of investors, advisors, asset consultants, regulators and the markets to new products.


  • Asset class/sector review, competitor analysis
  • Opportunity identification, business case
  • Market validation e.g. target market, value proposition

Fund strategy

  • Fund review and investment strategy
  • Pricing and modelling and structure
  • Structure and entry strategies e.g. MDA vs fund


  • Engage internal stakeholders e.g. legal, tax, operations, sales & marketing
  • Document the investment process and corporate governance
  • Recommend external service providers and research houses

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