Contact

Start a conversation

We work with advisers and licensees (AFSLs), family offices and committees, institutions and fiduciaries, and brokers and trading platforms. If you’re considering managed accounts, investment research, or both, a short call will confirm fit and next steps. We’re available Mon–Fri, 8:30am–6:00pm AEST/AEDT.

Phone: +61 2 9696 8163 · Email: info@banyantreeinvestmentgroup.com
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Guidance

What to include:

Tell us your objectives, constraints and timeframes.

For managed accounts, note your preferred structure (SMA or IMA), platform and any mandate requirements.

For research, outline coverage priorities and access needs. We’ll suggest a practical path and include sample materials where useful.

How it works

Quick, practical next steps

We’ll acknowledge your message and propose a 20-minute call.

If there’s a fit, we’ll set out scope, timing and next steps and share sample materials.

If it’s not a fit, we’ll let you know quickly and point you in the right direction where we can.