Enquiry

Tell us what the work has to do

Investment Research, discretionary portfolio management or something you're still working out. The more you can say about what you're trying to achieve and any constraints that matter, the more useful the first call will be.

What happens next

We acknowledge your message and propose a 30-minute call.
On the call we map what you need, and confirm the fit or the lack of it.
If there's a fit, we set out scope, cadence and timing, and send sample materials.
Then a concise proposal, and a draft mandate where relevant.

Who you'll speak to

One of the three investment managers. There is no business development function and no client service layer, so the person on the call is the person who would run the work.

Wholesale only

Our research and portfolios are available to wholesale and professional investors as defined under the Corporations Act. We may ask for evidence of that status before providing materials.

Already a client?

For anything about a live mandate or a position, call the investment manager directly rather than using this form. The full record and version history sits in the portal.

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Tell us what the work has to do

Banyantree

Governance

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