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Manager Services

Distribution and Capital Formation

Distribution and Capital Formation

  • 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.

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
For current investors, research houses and platform enquiries, please contact:
client.services@longreachalternatives.com
+61 2 9135 0428
Office address:
Level 9, 88 Phillip Street
Sydney NSW 2000