Partner With Us

As the leading multi-boutique fund manager in Australia, Fidante has a long history of partnering with specialist asset management firms, enabling these talented teams to focus on what they do best: Manage money. 

How Fidante helps you grow faster with a smart partnership

The partnership between Fidante and talented investment professionals is designed to deliver best in class investment results to investors. Our teams of investment management experts across distribution, product & marketing, operations, administration and compliance enable each boutique to focus on doing what they are best at: investment management.

Services offered to Fidante’s specialist asset managers include: 

 Administration

  • Investment operations
  • Client operations
  • Compliance
  • IT Infrastructure
  • Finance
  • Human Resources
  • Company Secretarial
  • Fund administration

 

Distribution, Product & Marketing

  • Asset consultant and researcher relationships
  • Strategic positioning
    Product development and management
  • Brand development and marketing support
  • Sales planning and execution
  • Investor relations
  • Client service
  • Responsible entity (Management company)
  • Research publications

 

Partnership & Equity

  • Equity participation (non-controlling interest)
  • Business planning, budgeting, strategic development, succession planning

 

 

Case studies

Fidante has successfully supported a number of investment partners in different stages of the fund development cycle from pre-decision to maturity.  Two such partners who have benefited from Fidante’s expertise are Ardea Investment Management and Alphinity Investment Management.

  • Alphinity Investment Management

    Alphinity logo
    Alphinity Investment Management (Alphinity) was established in 2010. Its founders had previously worked together for many years at a leading global investment manager.
  • Ardea Investment Management

    Ardea logo

    Ardea Investment Management (Ardea) was established in 2008, founded by four experienced investment professionals. Their aim was to provide clients with a unique fixed income alternative. 

New Manager Enquiries

Cathy Hales
Cathy Hales
Global Head - UK
+44 (0) 20 7832 0914
chales@fidante.com
Nick Hamilton
Nick Hamilton
General Manager - AUS
nhamilton@fidante.com.au
Michael Kretschmann
Michael Kretschmann
Boutique Development Associate
+61 2 9994 7586
mkretschmann@fidante.com.au