ADVISORY & SERVICES

ADVISORY

We help fund managers assess their strategic options with particular emphasis on their marketing and distribution strategies.

For offshore managers, this might be designing a market entry strategy lining their best of breed capabilities where there is greatest demand and least competitive threats or providing an overview of the Australian financial services market, highlighting various operating models and the requirements to participate here.

For local managers, this might be reviewing the marketing and distribution strategy, assisting with a full product review, competitor analysis or assisting in the preparation for a Research Review.

Whatever the task, Winston Capital Partners recognises that each project is unique, and as such, we listen carefully and document the project getting our clients sign-off prior to conducting any analysis.

All clients receive a report in a format that best suits them upon the completion of our Advisory assignment, with regular communications along the way.

SERVICES

We help fund managers to position their products appropriately no matter what channel they are looking to distribute in, through a number of discrete services.  Critically, we assist manages to develop an engaging message for their target audience and then ensure that these messages are consistently applied across a range of different marketing mediums.

From website design and SEO, to social media engagement and management through to our ‘Pitch’ service,  we will assist managers cut through the clutter to create a differentiated brand experience that will make the task of raising funds so much easier.

Click on the following links below to learn more.

1 - The Pitch

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2 - Communication & Brand Alignment review

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3 - Website design

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4 - Social Media & Content Strategy

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5 - Social Media Management

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6 - CRM Development

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7 - Market Entry Assessment strategy

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8 - Market Entry and Product Development

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9 - Advisory

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10 - Closed End Capital Raisings

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11 - Third Party Distribution

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  • 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
What is a financial services licensee? A person or entity is a financial services licensee if they hold an Australia financial services licence issued pursuant to the Corporations Act 2001
BY CLICKING ON 'I AGREE', I DECLARE I AM A FINANCIAL SERVICES LICENSEE AS DEFINED IN THE CORPORATION ACT 2001.