Services & Clients

Services

Third-party marketing

 

Fund placement

 

Consultant relations

 

Client servicing

 

Corporate advisory/special projects

 

Product design

 

Distribution strategy

 

Marketing collateral

 

Market entry strategy

 

Media management

Clients

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.

Asset Class Experience

International equities

 

Emerging market equities

 

China-only equities

 

Global REITs

 

International fixed income

 

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

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

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 quant-based 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.