IM Consulting Services
Third Party Marketing · Placement Agent

Full access to Switzerland’s CHF 7 trillion institutional market.

One mandate — direct connection to 1 067 qualified prospects and 8 865 named decision-makers across wholesale and institutional channels.

1 067
Organisations
8 865
Decision-makers
8
Investor segments
4
Swiss regions
For asset managers entering Switzerland or scaling an existing presence.
Long OnlyAlternative Private MarketsUCITS
The Swiss Market

CHF 7 trillion.
One of Europe’s most complex markets to access.

CHF 7 trillion spread across 8 structurally different investor segments. Each operates on its own logic, timeline and decision process.

CHF 2.8–3.1T
Private Banks
~70 institutions
Centralised fund selection. Proprietary distribution.
CHF 1.3T
Pension Funds
1 000+ institutions
Consultant-driven. 12–18 month decision cycles.
CHF 1.0T
Family Offices
64 institutions
Conviction-driven. Impossible to cold-call.
CHF 887B
EAMs & IFAs
1 431 FINMA-licensed
Scale required to aggregate effectively.
CHF 900B+
Insurers & Cantonal Banks
60+ institutions
Balance-sheet driven. Delegated mandates.
Our Model

Eight investor segments. Four regions.
One team — yours.

We operate as a fully integrated extension of your team. Without the fixed cost, the ramp-up time, or the single-segment and region limitation.

Market Mapping
01
Wide. Complete. From day one.
Activated immediately, with no ramp-up.
→
Activity
02
Volume drives results.
Activity is contractually guaranteed.
→
Commitment
03
Max 3 mandates. Always.
Your pipeline receives undivided focus.
How we compare
IM Consulting Placement Agent Sales Rep / European office
Investor segments +++ ++ +
Geographic coverage +++ + ++
Time to first meeting +++ ++ +
Activity guarantee +++ + +
Cost efficiency ++ ++ +
Commitment & focus +++ + +
Proof of Concept — Real Case Study

From mandate signature to ~CHF 40M
Net New Capital — 10 months.

Strategy
Private Markets + UCITS
Partner
~CHF 6bn European alternative boutique
Scope
Swiss institutional investors — all 4 regions
470
Investors reachedAll segments and regions
28.4%
Response ratevs 10–15% benchmark
52
Portfolio manager meetingsCIOs and fund selectors
~CHF 40M
Net New CapitalRaised during the mandate
Investor outreach by sub-segment
IFA & EAM
204
Pension Fund
110
Private Bank
50
Retail & Cantonal Bank
31
Single Family Office
18
Investment Consultant
17
Insurance
12
Other
22
The Team

Senior expertise.
Entrepreneurial execution.

Gaylord Perruchon
Principal · IM Consulting Services SA
CAIA CharterholderIMD LausanneUniversity of Edinburgh

20+ years across the full asset management value chain — investment risk, institutional client service, sales enablement and independent distribution across EMEA. Deep knowledge of how Swiss institutional investors make decisions, how consultants influence mandates, and what it takes to convert a first meeting into an allocation.

20+
Years in asset management
EMEA
Institutional & wholesale
CAIA
Chartered Alt. Investment Analyst
IMD
Leadership Program · Lausanne
Institutional distribution Wholesale fundraising Fixed income & alternatives DDQ & RFP CRM-driven sales Market intelligence
IM Consulting Services SA
Rue de la Cité 1
1204 Geneva, Switzerland
gp@im-consultingservices.ch
FinSA Art. 28 — Registered Client Advisor
CHE-254.458.022
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