Driving client engagement and building investment manager trust is critical to successfully raising and maintaining assets. Our team of experienced and highly regarded distribution and marketing professionals have a strong network across the key gatekeepers (research houses, independent consultants, and institutional asset consultants), discretionary advisory firms, financial advisers, family offices, charities and endowments, and superannuation funds.
Our services include:
Distribution
- Distribution strategy
- Sales plan execution
- Key stakeholder relationship management
- Targeted asset raising
- Asset retention
- Research review preparation
Marketing
- Brand strategy
- Marketing plan execution
- Digital IP-driven marketing
- Integrated marketing campaigns
- Media relations and communications
- Product development and management
Today’s operational infrastructure requires the ability to handle a variety and complexity of investment holdings and support highly customised requirements across portfolio administration and fund services. Our product-agnostic solutions and the breadth of our team’s capabilities provides our investment managers with operational efficiencies and innovative solutions to serve as viable alternatives across the front, middle and back offices.
Our services include:
Fund Services
- Portfolio administration
- Unit registry
- Fund performance and reporting
- Fund accounting
Operations
- Finance
- Financial reporting
- Transfer agency
- IT infrastructure
- Human resources
- Office management
Compliance goes beyond regulation. Society demands rigorous standards of integrity in financial services and internal control. We believe the compliance function is an integral part of the corporate governance structure, augmenting and strengthening other aspects of control and risk management. This presents many challenges faced by investment managers and our specialist team ensures we appropriately develop, disclose and report on products and services.
Our services include:
Compliance
- Licensing
- AFSL and compliance management systems
- Risk management
- Company secretarial
- Training
Responsible Entity
Warakirri Asset Management Ltd (ABN 33 057 529 370) (AFS Licence No. 246782) is able to provide our investment managers with AFSL and trustee related services. We are licensed under the Corporations Act 2001 (Cth) to act as responsible entity for certain registered schemes and as trustee for unregistered schemes.