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Fund Manager Advisory

We help fund managers elevate and gain access to private wealth, strategic or instutional capital by offering tailored distribution strategy alongside direct connections with wealth managers.

Bespoke fund manager strategic advisory

Our focus is assisting the fund managers with their long term investment strategy and growth initiatives.

Gallantree advises mid-market fund managers with elevation to access instutitional and private wealth manager access points.

Learn how Gallantree elevates Fund Managers

By constructing a range of documents, strategies, policies and risk management to get in the best position to raise capital.

Core Services

Investment Strategy

Information Memorandums

Policy and Governance development

Research Preparation

Ratings Management

Private Wealth Manager Placements

We work with selected ratings and research firms

We work directly with research firms to build up your capabilities in order to attract and maintain a suitable rating for wealth managers.

Morningstar
Lonsec
Core Property
Zenith

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Want to know more about how Gallantree can help?

Download our flyer to get further context to our services and fund advisory offering.

Download our information sheet on Gallantree Fund Advisory

Reach out today

Get in touch with the team