Our Principles & Values

OUR FUND PARTNERS AND CLIENTS WILL MEASURE WINSTON CAPITAL PARTNERS BY THE SPECIFIC VALUE WE HELP GENERATE. IN TURN, WE KNOW OUR ABILITY TO CREATE A COMMERCIAL RETURN COMES THROUGH ADHERING TO KEY PRINCIPLES THAT UNDERPIN OUR FIRM.

These principles defines and differentiate us, and show future partners the true value of our services.

1.PASSION & CONVICTION

Winston Capital Partners will represent your investment management brand as you would: with passion. Investors can be confident that we will only ever bring managers to you that add value to portfolios, and with which we can demonstrate a thorough understanding – our conviction.

2. HONEST & TRANSPARENT

Trust is built on your consistent experience of our firm. We undertake to act with honesty and transparency about your prospects for success. We will not waste your valuable time or money. For Investors, you can be confident that we will not bring you products where we do not believe the value-add is commensurate with the risks.

3. EXPERIENCED

The Partners at Winston Capital Partners bring over 60+ years’ worth of collective experience across the financial services value chain. We understand this business, and the value of smart, efficient deployment of effort.

Our investor clients should feel the value of experience in every conversation we have. We understand the key trends in portfolio construction and will deliver you best of breed managers that fit those trends.

4. NETWORKED

Relationships are hard won, easily lost. Clients can feel confident that we will pass on the benefits of our business networks with key decision makers throughout the Australian market. These include Private Banks, Family Offices, Dealer Groups and High Net Worth Individuals. We also leverage our networks to help investors discover the best fit investment managers from around the globe and bring those to you when the alignment is strong.

5. ALIGNED

Our business model promotes end-to-end alignment with brand and operational preferences. We will only represent investment managers if we truly believe we will succeed. We seek to strengthen this alignment by having skin in the game – personally investing in manager portfolios that we represent. For investors, you can be confident that we have done our homework before presenting our partner products to you.

6. TAILORED APPROACH

Winston Capital Partners offers a highly customised approach to first understand your strategy, then your value proposition. We do not take a one-size-fits all approach. We will present choice, based on market assessment, from which an appropriate option or range of options can be made. For Investors, we will ensure that each product we bring to market is delivered in a way that suits your preferences.

  • FUNDS MANAGEMENT

    We package up fund manager skill under the Winston Capital Partners brand.

  • THIRD PARTY DISTRIBUTION

    We help managers distribute their products to the most appropriate sales channels.

  • CLOSED END CAPITAL RAISINGS

    We assist fund managers and companies with one-off capital raisings where we have a high conviction around the idea.

  • Winston Special Opportunities

    We offer investors access to investment opportunities from world class fund managers where capacity is limited.

OUR MANAGERS
OUR PARTNERS
TERMS & CONDITIONS
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