Berry Group / Advisors

Whether you are an existing Asset Management group or an Investment Banking/Trading/Advisory group with an existing client base that is looking at establish an Asset Management presence, we can provide you with a suite of proprietary & innovative Alternate Asset strategies that offer the uncorrelated returns that investor’s are seeking.

At Berry Group we apply our unique business model as well as our experience & expertise to deliver strategies & solutions, identify value & propel value growth. Our Asset Management Group leverages off our integrated global platform to use our proprietary data & analysis for the benefit of our intermediary partners.

Our Alternate Asset strategies allow our Advisor Partners to offer their clients:

  • Asset based security;
  • Multiple duration;
  • Global diversification;
  • Cash-flow based strategies; combined with
  • Capital preservation & growth.

All our strategies take advantage of the deep liquidity and transparency available in the global commodity markets.

Whether adding all of our products to your current offering, or selecting a particular offering targeted towards your existent client base, you can seamlessly leverage our globally integrated network of offices & highly experienced professionals.

If you are just looking to offer our strategies to your existing or potential client base, we can provide all the support to ensure you are free to concentrate on what you do best.

If you are looking at a more strategic positioning or you are capable of size & scale, we would be pleased to introduce you to our White-Label service.

Allowing you to concentrate on what you?re doing best ? servicing and distributing to your clients ? we help you by assuming the workload with our tailored ?white-labeling? services. We take care of:

  • Fund establishment and structure;
  • Co-ordination and Project Management;
  • Monitoring external service providers, including legal, audit, administration and regulatory;
  • Ongoing reports to investors, regulators & tax authorities;
  • Providing dedicated marketing support.

All you need to do is choose which strategy, or all of them, and a name for your Fund ? we?ll handle the rest.

Your own ?Fund?

  • We offer qualified intermediaries an innovative structure where we will establish your own individual and dedicated Fund;
  • This Fund can be ?White Labelled?;
  • That way your clients are segregated from others and you can concentrate on servicing them.

Unlimited Upside Potential

  • You take responsibility for the growth of your own FUM ? with our marketing and investor support;
  • Service your existing clients and attract new clients with our innovative, asset-backed and cash-flow strategies;
  • No upside cap on size of Fund ? financing demand for our strategies will always exceed supply.

A new Business Stream without the Overhead

  • Build and Investment Management business under your own label without having the risk of deploying capital or expensive overhead;
  • Lock in recurring earnings that will increase the ?multiple? value of your business significantly;
  • Berry takes care of establishment as well all ongoing Administration, Audit, Compliance & Reporting;
  • Investment structure suits all wholesale clients no matter their domicile or tax position.

A new or increased revenue stream

  • Attract new clients or simply increase income per existing client;
  • With our innovative structure we have developed, our intermediary partners have the opportunity to share with Berry in the success and performance of the Fund.

A simple process

  • For the intermediary it is a simple & cost effective process where Berry provides a tailored & full solution;
  • The intermediary need only focus on servicing their own existing & new clients by sourcing & placing investment funds;
  • All aspects are taken care of from Offering Documentation, Agreements, Administration, Audit, Banking, Fund Strategy, Compliance, Regulatory & Marketing Support.

Simple ?white-label? process

Step 1






Direct Mandate

Step 2

You Name your Fund

Step 3

We Establish your Fund

Step 4

You Distribute your Fund

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