Former CEO AllianceBernstein Australia Ltd
We engaged Winston Capital Partners (WCP) to assist us plan and initiate our entry into the financial intermediary channel in Australia.
Prior to our engagement with WCP, we had only indirect experience of the channel through our sub-advisory partnership; first with AXA and subsequently AMP Capital. Our objective was three-fold:
- to verify the relevance and strength of our value proposition to the channel;
- to isolate the product solutions that would both complement our existing range and address the most pressing client needs; and
- to engage and secure seed investors
Our partnership with WCP ensured a focused engagement with the market in the critical initial phase. Commitments from seed investors were secured quickly. Most importantly, the WCP ensured enduring value was created through the knowledge transfer to our internal team and prospective client introductions.