A multi-boutique model
Our reputation has been built on success in identifying and partnering with quality boutique asset managers to offer high-grade investment solutions to our clients across the globe. We work with all our boutiques under a partnership model that provides a holistic range of services.
Our multi-boutique model gives us the ability to access scalability, efficiencies and shared learnings across boutiques as we continue to grow, resulting in lower business costs and an improved experience for investors and other stakeholders. The different offices work closely together while recognising and valuing the individual identity of each region, allowing for diversity of ideas and global collaboration.
We firmly believe in the multi-boutique model, and continue to see clear benefits for our investors, partners and organisation.
Independent ownership
Our boutiques are all majority-owned by their team members, ensuring they maintain control of their own businesses and are empowered to make decisions with the support and stability of our partnership. This allows them to focus on what they do best – manage money for the benefit of investors.
Boutiques specialise in their own areas and direct their own investment philosophy, style and strategy, attracting top talent and the development of highly skilled investment teams.
A solid foundation
The structure and services we provide gives our boutiques the same quality support offered by large institutional firms, but enables them to operate in a more personalised and entrepreneurial environment.
Our support goes a lot further than financial backing. We provide robust, data-driven processes and systems; space within our offices, enabling close collaboration and access to support; and a team of talented professionals who offer a full suite of corporate services – including distribution, client services, marketing, operational, compliance, finance, HR, technology and administrative support.
Global reach
Following significant success in Australia, we replicated our model overseas via our offshore arm, BennBridge, and are focused on continuing to extend the geography of our offering. This has enabled our partners to take advantage of cross-promotional opportunities by tapping into our global distribution footprint – which now spans the UK and Europe, North America and Australasia – and substantial existing investor base.
Our offices also work closely together while recognising and valuing the individual identity of each region, ensuring efficiencies and learnings are shared for the benefit of all boutiques.
Aligned vision and values
We have a clear vision – to be recognised and respected for partnering with high performance boutiques. We’ve been unequivocal in our search for like-minded partners with whom we have both a cultural and operational alignment, and we don’t get distracted by options that don’t align with our objectives and principles.
Our own team has clear and common goals for the future of the company, and our boutiques know we’re focused on growing their business for the benefit of investors. Our values of mutual respect, open communication, continuous curiosity and corporate responsibility are embedded across all levels of the organisation, and we hold each other to the highest standards to honour our client-first focus.