Contact
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We work with advisers and licensees (AFSLs), family offices and committees, and institutions and fiduciaries. If you’re exploring managed accounts, investment research, or both, a short call will confirm fit and next steps (Mon–Fri, 8:30am–6:00pm AEST/AEDT).
What to include
Objectives, constraints and timeframes. For managed accounts: preferred structure (SMA or IMA), platform and mandate requirements. For research: coverage priorities and access needs. We’ll propose a practical path and include sample materials where helpful.
Phone +61 2 9696 8163 · Email info@banyantreeinvestmentgroup.com
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