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
Distribution
- Dedicated sales and client management team nationally
- Deep experience with asset consultants and research houses
- Dedicated marketing support
Our Funds
Fortlake Asset Management
Fortlake is an experience fixed income manager offering institutional capabilities in a boutique structure, with a focus on generating returns above inflation. We take a holistic view to fixed income investment by incorporating a variety of specialised techniques and strategies to deliver diversified returns.
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
