Track record of success
THE FOUNDING PARTNERS HAVE HAD CONSIDERABLE SUCCESS OVER THE PAST 20+ YEARS IN ESTABLISHING, LEADING AND GROWING SIGNIFICANT INVESTMENT MANAGEMENT BUSINESSES INCLUDING;
- Setting up a retail funds management business in Australia for a Global Manager
- Raising over $AUD 7bn across multiple asset classes such as Funds, Structured Products, Listed Investment and closed end products
- Experience and success in fund raising across multiple assets classes covering
- Domestic and global equities
- Implemented Portfolio Solutions
- Multi Asset class
- Alternative Investments
- DAA
- High Yield
- Unlisted Investment
- Propert Syndicates
- Structured Products
- Retirement products
- Significant business leaderships with Investment Management firms including being a CEO of Listed Company, CEO of an Asset Management company, Business head of an investment business with over $6b in AUM and 150 staff, Head of Retail Asset management for Global Asset management and various sales based leadership roles with Investment Management organisations




