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;

• Facilitate 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;
• Prepare documentation required by the platforms or institutional managers;
• Attend meetings with or on behalf of the manager; and
• 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.