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.
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:
- Investment operations
- Client operations
- IT Infrastructure
- 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
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.