We value constructive working relationships with private wealth advisors who also seek to build strong performing and well diversified portfolios.
Our engagement begins by seeking to offer investment opportunities and skill sets that are not readily available to private wealth investors. We focus on investment opportunities that make a profound difference to portfolio returns and diversification.
We undertake our own investment appraisal, reference checking and due diligence before working with a fund manager. Our due diligence material is made available to advice firms via an electronic data room to streamline their due diligence processes.
We place great weight on effective communication and a high level of transparency. As our investment opportunities can be novel, and our managers can pursue off the beaten path opportunities, we provide deep insight into the strategy through our reporting and communications.
Our funds managers regularly visit Australia and are readily accessible to private wealth advisors.
We foster engagement of like-minded individuals and firms through regular events and forums.
Let's discuss how we can help diversify your clients' portfolios and enhance returns