Our Partners

Part 1 – thoroughly assess operations and manager skill and capability in delivering sustainable alpha. This involves working with our operational DD partners to ensure that we stress test key operational measures while also gaining valuable insights into the framework for delivering sustainable alpha to investors.

Part 2 – we then assess the likely demand for the end product by soft sounding the idea with likely end investors. Through our network, we are quickly able to ascertain the end demand for the product by meeting with key industry figures that collectively have influence over $100bn from a variety of sources including Family Offices, Private Banks, Financial Planning Groups and leading Researchers and Asset Consultants.

Only when a manager is operationally sound, where sustainable alpha is available and where there is valuable investor demand, will Winston Capital Partners enter a formal relationship. In doing so, it will then partner with its Marketing and Regulatory Panel to bring that product to market in a seamless and simple manner.

To maximise the likelihood of your distribution and marketing strategy being successfully executed, and to ensure that your story and service offer is engaging and successfully resonates with the end investor, we partner with four of Australia’s leading financial services marketing and investment experts, who each contribute to the implementation.

• Madden & Assoc. to ensure your message is delivered to the right audience, at the right time, and in an engaging manner that builds brand awareness and a deeper understanding of your value proposition.
• Livewire is Australia’s fastest growing online community for experienced investors and market professionals. Bringing together the market’s most relevant and informed insights from leading fund managers, brokers and strategists to one platform, Livewire is Australia’s source of financial intelligence.
• PortfolioContruction Forum to ensure we get your message delivered to over 14,000 financial advisers, trustees, investment committee members, asset consultants and researchers in Australia and New Zealand, by way of specialist professional development service.
• Ten Four Communications to ensure all of your marketing collateral and brand presence is of the highest quality and in keeping with your strategic marketing guidelines.
• Importantly, Winston Capital Partners project manages the various experts for convenience and speed to market.

To ensure that your product is packaged and administered in a way that suits the end investor’s preferences and which meets all regulatory, licensing and compliance requirements, we can partner with any number of Australia’s leading financial services regulatory and compliance experts subject to a manager’s preference and budget constraints.  We have relationships with Equity Trustees, Perpetual, Whites Outsourcing and OneVue to name a few.

We can also work with a manager’s existing provider in the case of offshore managers who would like to maintain those important relationships.