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Asset Manager programme: how to set up an asset management firm

Built for asset managers who need structure from day one.

A practical programme to help you establish a modern asset-management business — with the right operating model, regulatory structure, custody, execution and distribution strategy.

Week 4 of the free four-week live series, one business model each week: Sunday 6 December 2026.

Next free live series starts Sunday 15 November 2026, 13:30 to 14:30 UK time, weekly for four weeks, 1 hour per session. Live online (book via Cal.com). Joining details come with your booking confirmation.

Operating model & legal structure

Regulatory framework

Distribution strategy

Institutional perspective

What you'll learn

  • Business model and target client proposition
  • Regulatory and operating structure
  • Investment-management operating model
  • Custody, brokerage and execution relationships
  • Technology, reporting and client onboarding
  • Compliance, governance and controls
  • Distribution, partnerships and growth
  • Financial model and launch roadmap

Programme includes

  • Free 4-week live series, one business model per week
  • Industry-specific curriculum
  • Templates, frameworks & checklists
  • Financial model & launch roadmap
  • Live Q&A
  • Session recordings

THE FINTECH FOUNDRY METHOD

Five decisions. One path to launch.

A structured five-stage methodology to take you from concept to a launch-ready business.

  1. 1. Model

    Clarify the proposition: client segments, mandate, fee model and what the business needs to prove.

    A one-page business model and unit-economics view.

  2. 2. Structure

    Compare structures and jurisdictions, and what each one demands of governance and reporting.

    A jurisdiction and structure shortlist, with open questions.

  3. 3. Build

    Specify the operating stack: portfolio management, custody and execution relationships, reporting and client onboarding.

    A vendor and technology stack plan.

  4. 4. Launch

    Build the launch plan: distribution, partnerships, the compliance calendar and first-90-day milestones.

    A 90-day launch roadmap with milestones.

  5. 5. Scale

    Pressure-test the operating model, controls and readiness to scale.

    A readiness checklist for your next stage of growth.

Choose the right level of support for your stage.

Foundry Workshop

Free 4-week live series.

Free

Founders learning the full framework, one business model each week.

  • Free to attend, 1 attendee per registration
  • Four live weekly sessions, one business model per week
  • Live Q&A
  • Session recordings
  • Templates & roadmap
Register free
MOST COMPREHENSIVE

Foundry VIP

Let’s work on yours.

By application

Founders serious about launching, who want hands-on work on their own business.

  • Everything in the free live series
  • 2 × 60-min private sessions with Dany
  • Individual business & tech review
  • Priority hot seat
  • 60 days of direct access to Dany via WhatsApp, after your final session

Limited places per intake, offered by eligibility. The VIP fee is confirmed on a call with Dany.

Apply for VIP Book a 20-minute call

Not sure which level suits you? Book a 20-minute call and I'll tell you honestly.

The live series is free to attend. VIP is by application, and fees are discussed on a one-to-one call with Dany. Programme terms · Refund policy. VIP approval is subject to acceptance and availability.

Dany Mawas, Co-Founder & CEO of L7 Prime, seated in a leather armchair

BUILT WITH EXPERIENCE FROM L7 PRIME

A long-term perspective on asset management.

Through my involvement in regulated financial-services businesses, compliance and trading infrastructure, I've seen how licensing, risk management, technology and operations must work together. This programme brings those practical considerations into the decisions founders make when establishing an asset-management business.

Official L7 Prime logo

Dany Mawas

Co-Founder & CEO of L7 Prime

Asset Manager FAQ

Questions before you begin.

No. The programme is relevant to founders building regulated and non-regulated asset-management businesses, with structure choices discussed in session two.

See all questions

Not sure this is the right programme?

Book a 20-minute call. I'll tell you honestly whether it fits, and what I'd do in your position.