Investment Solution Business (with AFSL)

This Melbourne based business (holder of an Australian Financial Services Licence) has a successful track record, reputation and industry network established over 15 years in the provision of investment solutions to clients. Typical clients are Superannuation Funds, Insurance Funds, not for profit organisations with substantial assets, family offices, investment managers and deposit taking businesses.

Characteristics:
. Expertise to cover broad asset classes (cash, equity, bonds and property), with special focus on property and/or real estate investment portfolios (private and listed Australian vehicles)
. Over 100 clients consisting of superannuation funds, insurance funds, not for profit organisations that hold substantial assets, family offices, investment managers and deposit taking businesses.
. Current funds under advice (FUA) of $20 – $30 billion
. An experienced team (Principals, Senior Consultants and Analysts) with available service capacity to take on more workload
. Substantial intellectual property and expertise developed by the business

Sample Engagements:
. Development of investment structures and products for a major retail dealer group that facilitated growth of funds under advice from $3b to $15b over five years;
. Development of a mandate structure for Australian fixed interest solutions for a dealer group of $500m managed by a boutique investment manager;
. Provides benchmark solutions for the Australian assets of a major Asian insurance company
. Facilitation of exit from illiquid investment assets of in excess of $200m by investors seeking a liquidity solution;

The Opportunity:
With a broad portfolio of clients and an extensive network developed by the business over the last 15 years, the business provides a number of strategic options for parties seeking to enter the Australian financial service industry with view to:
. Gaining market entry and share
. Accessing its network and valuable client base
. “Strategic” bolt-on to an existing team within an investment or financial institution
. Revenue growth opportunities from introducing further products and services
. Opportunities for new products targeting the Australian Superannuation industry with fund size projected to grow to $6 trillion by 2035

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