We offer consultancy services to
fund managers who are seeking to raise investment monies from the Australian market, be they institutional investors,
private banks or the retail investment platforms.
Our expertise in this field may appeal to new fund managers who wish to outsource this
function, and to offshore managers seeking a presence in the Australian market who are unfamiliar with our market
participants and industry conventions, particularly the investment approval process that Australian investors require
managers to complete.
As part of our service, we can;
introductions to institutional investors and platform gatekeepers;
Advise and prepare the manager on the due
diligence and approval processes;
Arrange introductions to Researchers and Asset Consultants;
documentation required by the platforms or institutional managers;
Attend meetings with or on behalf of the
Provide ongoing consultancy services during investment reviews.
By outsourcing this often complex and time consuming process to
Group One Advisory, managers can streamline their administrative operations, reduce employment costs and focus on their
core business of managing funds.
Selected funds may also be approved for distribution by Group One Advisory.