As an investment manager, when you partner with us you gain access to the skills of our four highly qualified specialist service teams:
Our teams enable you to build your profile, broaden your reach and build assets over the long term, so you can focus on investing.
DISTRIBUTION
Led by John Clothier, our team of highly experienced business development professionals has proven success building assets for our investment managers thanks to the strength and breadth of the team’s retail and institutional relationships.
Retail
- Strategic planning
- Dealer groups
- Financial advisers
- Platforms / Wraps
- White labels
- Sponsorships
- Industry events
- Due diligence
Institutional
- Strategic planning
- Superannuation funds
- Family office trusts
- Industry events
Research
- Ratings agencies
- Asset consultants
- Review preparation
MARKETING
Our specialist marketing and communications service is led by Sam Cole. Sam ensures your brand and investment capabilities are consistently presented and promoted to the right audiences at the right time through the most effective channels to build recognition and engagement.
Marketing
- Brand
- Marketing collateral
- Digital / Social
- Campaigns
- Advertising
Communication
- PR
- Content development
- Editing / Proofing
Events, sponsorship
- Conferences
- Industry events
- Roadshows
OPERATIONS
Sam Cole leads our operations effort with Katrina Smith and Christine Baud responsible for managing the group’s day-to-day requirements.
From portfolio administration to fund services, the team’s breadth of capabilities creates operational efficiencies for our investment managers enabling you to focus on investing.
Portfolio administration
- Applications
- Trades
- Reporting
Fund services
- Investor liaison
- Adviser liaison
- Unit registry
- Reporting
- Fund accounting
Operations
- Finance
- IT infrastructure
- HR
- Office management
COMPLIANCE
Meeting stringent regulatory and reporting requirements is a challenge faced by investment managers. Advice is provided to us by specialist Melbourne-based legal and compliance firm, Compliance & Risk Services, to ensure we appropriately develop, disclose and report on our products and services.
Compliance
- Compliance plan
- Disclosure documents
- Technical advice
- Training
- Responsible entity services
Legal
- Legal advice
- Licensing
- AML/CTF program
- Due diligence