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Our Services

Offering a world class infrastructure in distribution, marketing and operational support to grow boutique asset management services.

We have the resources to support this growing segment of the market.

Back and middle office

  • Operations and compliance management
  • GS007 internal controls
  • Financial reporting and analytics
  • Technology management
  • Client reporting


  • Dedicated sales and client management team nationally
  • Deep experience with asset consultants and research houses
  • Dedicated marketing support

Responsible entity

  • Trustees Australia
  • Responsible entity services for Managed Investment Schemes
  • IMA, MDAs
  • Custody services
  • Extensive AFSL capabilities across assets classes
  • Multiple Cash Management Account structures to suit the fund manager