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As an investment sales professional, how you spend your time can make or break your capital raising goals. And too often, time gets wasted on firms that simply aren’t a fit for your strategy.
It’s not just frustrating, it’s costly. Starting with the wrong list of allocators means starting behind.
That’s where dakota marketplace comes in.
We’ve expanded our European coverage with over 1,600 new contacts and nearly 1,000 accounts across the United Kingdom (U.K.), Switzerland, and Germany this year alone. Whether you focus on wealth managers, consultants, family offices, or fund-of-funds, you’ll know exactly who to call on.
This update gives you a clear roadmap to the allocators that matter. Here’s a breakdown of what’s new across these key European markets.
Country |
Contacts Added |
United Kingdom |
1,382 |
Switzerland |
223 |
Germany |
68 |
Country |
Sum of AUM Added |
Accounts Added |
United Kingdom |
$25,257,841,744,916 |
526 |
Switzerland |
$641,324,568,401 |
320 |
Germany |
$4,216,990,715,300 |
106 |
The UK is by far the largest market in this expansion, with over 1,300 contacts and $25T in AUM across 526 accounts. Wealth managers dominate, making up more than 75% of the contact base, which reflects London’s role as a global wealth hub.
Switzerland remains a powerhouse of wealth management and family offices. With nearly 100 wealth managers and 36 family offices added, this is one of the most relationship-driven markets in Europe. The $641B in AUM across Swiss accounts reflects not only the traditional strength of private banking but also the growing influence of consultants and fund-of-funds in allocation decisions.
Germany’s allocator landscape is smaller in count but massive in AUM, more than $4.2T across 106 accounts. While consultants and private equity fund-of-funds stand out in number, the single TPA (Third Party Asset Manager) account with $1.35T AUM highlights how concentrated capital can be in this market.
The UK, Switzerland, and Germany now form a more complete European corridor of opportunity within dakota marketplace. With this expansion, we’re helping investment sales teams focus faster… on the right firms, with the right fit.
To start calling on these new contacts and accounts in the UK, Switzerland, and Germany book a demo of dakota marketplace.
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
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