- Engage with key investor segments: institutional, private banks, independent financial advisors, consultants, and ultra-high-net-worth individuals.
- Align investment products with market demand through innovative design, ensuring competitive fee structures and attractive risk/return profiles for strategic market positioning.
- Cultivate long-term relationships with key stakeholders.
- Foster trust and gain credibility through consistent, value-driven interactions.
Manager Services
Distribution and Capital Formation
Distribution and Capital Formation
Client Services
- Deliver high-touch client service to a diverse set of investors with different needs.
- Provide on-the-ground investor support.
- Proactively communicate with clients, ensuring a seamless, personalised experience for our managers.
- Provide regular client updates.
- Deliver timely responses to regular and ad-hoc investor queries.
Marketing, PR and Events
- Build brand recognition through tailored marketing and PR strategies.
- Execute investor roadshows.
- Strategically position our managers in leading thought leadership events.
- Optimise existing content for effective investor engagement tailored to the local audience.
- Produce and manage local content, website, and collateral to suit local investor segments.
Product Establishment, Management and Compliance
Product Establishment
- Reconcile the proposed fund’s characteristics to Australian regulatory and tax requirements.
- Produce key information documentation.
- Arrange fund offering on investor platforms.
Product Management
- Optimise product structure for investor segments.
- Expertise in valuing and managing complex unlisted assets (including first-time-to-market assets).
- Produce investor reporting and regulatory filings.
- Select and manage trusted product service providers (custodian, administrator, auditor, legal, tax etc.) throughout the product lifecycle.
Compliance
- Implement our proven comprehensive compliance program to ensure investment manager, product, and regulatory compliance.
- Leverage industry foresight, experience, and deep relationships to identify and address emerging issues.
Contact Us
For prospective investors and general enquiries, please contact:
info@longreachalternatives.com
info@longreachalternatives.com
For current investors, research houses and platform enquiries, please contact:
client.services@longreachalternatives.com
client.services@longreachalternatives.com
+61 2 9135 0428
Office address:
Level 9, 88 Phillip Street
Sydney NSW 2000
Level 9, 88 Phillip Street
Sydney NSW 2000