OUR WORK WITH MANAGERS AND INVESTORS FIRST BEGINS WITH UNDERSTANDING SPECIFIC REQUIREMENTS, BUSINESS PHILOSOPHY AND BUDGET. WE ARE FLEXIBLE WITH OUR APPROACH AND OFFER THREE WAYS IN WHICH TO ENGAGE WITH US.
For offshore managers: we recognise that entering the Australian market can seem complex. It should not be. Nor should it be costly or time consuming.
Winston connects the dots between regulatory obligations and investor requirements in a seamless and simple to understand way in conjunction with Our Partners.
Specifically, we offer market analysis and assessment, regulatory, licensing and compliance support, product packaging and administration, fund raising and investor services.
For locally based boutiques, we recognise that growing a funds management business can sometimes distract you from doing what you do best and that time away from the office can diminish your track record.
We help by ensuring your story is clear and compelling; that your marketing collateral aligns to the story, that you are placed in the appropriate sales channels to succeed and that your funds management capability is packaged in a way that prompts investor action.
Specifically, we offer relationship management, product packaging, regulatory, licensing and compliance support, fund raising and relationship management.