We assist clients with investment ready strategies and documentation including information memorandums, financial models, risk management and mitigation frameworks and revenue upscale strategies.
We specialise in assisting fund managers looking to move themselves into access to wealth managers and institutional capital.
We leverage our extensive network of partnerships and diverse knowledge of key industries to help clients get ahead of market competitors and navigate barriers to growth.
We work with you on your investment strategy, investment mandate, investment governance, team capabilities and other capabilities required to operate a fund at scale.
Taking the step to be get your fund rated is often a large body of work and the requirements of companies like Lonsec or Morningstar are weighted. We assist fund managers through this journey to have the best chance of a Recommended Rating.
We work with a number of financial planners & wealth advisors alongside their preferred wrap platforms so your fund gets into their ecosystem.
For fund managers that have a specific asset class aligned with a unique strategy, Gallantree can assist with support of strategic investors who are usually multi-national enterprises.
