In the latest Sherpa Podcast I delve into what family offices look for in fund manager relationships. It covers:
The use of intermediaries and the need for direct relationships.
Capacity challenges we are looking to solve
The power of good client service and ease of onboarding
Internal vs external to build portfolios
The use of other asset owners as due diligence partners
Building a "marketplace" of potential partners for different scenarios.
The power of providing heavy lifting in terms of research.
Client acquisition methods
This is an episode for fund managers looking to build this channel and for those family offices seeking to build an ecosystem of external managers.
For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at: hallroad.com.au.
Cheers
Shaun.
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
留言