Services & Clients
Third-party marketing
Fund placement
Consultant relations
Client servicing
Corporate advisory/special projects
Product design
Distribution strategy
Marketing collateral
Market entry strategy
Media management
Breakwater Advisory and its forerunner Faeste Consulting have provided a range of management and distribution-based consulting services to several Australian and offshore-based financial services organisations including Perennial Investment Partners, Deutsche Asset Management (Australia) Limited, St George Bank, Eight Investment Partners, Voya Investment Management Co., LLC, and Eminence Global Asset Management.
International equities
Emerging market equities
China-only equities
Global REITs
International fixed income
Global credit
Structured credit
Emerging market debt
Australian equities
Australian REITs
Small cap equities
Australian fixed income
Infrastructure
Private equity
Private debt
Senior (syndicated) loans
Direct (appraisal-based) property
Timberland
Absolute return strategies
Commercial mortgage loans
Liquid alternatives
TAA advisory
International equities
Australian fixed income
Emerging market equities
Infrastructure
China-only equities
Private equity
Global REITs
Private debt
International fixed income
Senior (syndicated) loans
Emerging market debt
Direct (appraisal-based) property
Australian equities
Timberland
Australian REITs
Absolute return strategies
Assignments undertaken to date include but are not limited to:
▲
Third-party marketing of a U.S based multi-asset class firm, with responsibility for sales, client service and consultant relations across equities, debt, alternatives and multi-asset strategies, including target date funds. Specific solutions offered include Senior Loans (Syndicated Debt), High Yield, Private Credit (Private Placements), Securitised Credit, Commercial Real Estate Debt, Mortgage Derivatives, Diversified Credit and Unconstrained Fixed Income.
▲
Third-party marketing of an Australian systematic long/short global equities manager.
▲
Business development, and product and marketing support for a specialist boutique manager of Asia Pacific, China and Australian equities investments. This role included the development of a strategic equity portfolio, a diversified Pan-Asian income fund and the launch of a China-only equity portfolio, as well as the development of marketing collateral for an Australian small companies equity portfolio.
▲
Review of market entry opportunities for an offshore alternative assets (private equity) service provider.
▲
Product and distribution strategy for a diversified financial services firm with a focus on distribution via financial planning dealer groups.
▲
Review and implementation of alternative capital raising opportunities for an Australian boutique investment manager, leveraging investment capabilities spanning Australian and Asian equity investments.
▲
Assessment of perceptions and the customer experience of a global, multi-sector asset manager’s investment capabilities, communications and relationship management activities and making recommendations on how these activities may be improved.
▲
Establishment of a Listed Investment Company (LIC), incorporating all project management elements from market research, development of all organisational infrastructure and group services (incl. custody, legal and accounting) to corporate governance, due diligence and all pre-IPO activities.
▲
Review of wholesale marketing opportunities for a property syndication business.
▲