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Connecting expert Investment Managers with the Australian advice market.

Access Financial Advice Businesses

Access Private Wealth Channels

Access Domestic Family Offices

Access the right advice experts for your Investment Capabilities.

Remaining competitive in this market matters. That’s why we seek to partner with expert fund managers to fulfil the product needs created by our network of investment advice experts – and their investors. Our engagement model harnesses a 360˚ fit, to ensure an alignment between funds management capabilities and investor outcomes.

STRATEGIC PLANNING AND MARKET SEGMENTATION BASED ON PRODUCT TYPE
INDEPENDENT FINANCIAL ADVICE NETWORKS
DEALER GROUPS
PRIVATE WEALTH FIRMS & FAMILY OFFICES
INVESTMENT PLATFORMS
DUE DILIGENCE
RATING AGENCIES
ASSET CONSULTANTS
RESEARCH REVIEW PREPARATION
INDUSTRY EVENTS AND SPONSORSHIPS

Increase investments across all markets and sectors.

Our team have worked with leading global and domestic investment managers across various asset classes. This has built an incredible reputation for success, locally and abroad. This expansive experience has afforded us the most trusted and secure relationships.

Remove market complexities that slow you down.

With Hillcrest, you’re exposed to more opportunities with reputable investment firms, market leading platforms and a wide range of asset consultants. Plus, you’ll experience shorter lead times in FUM growth because we remove the unnecessary barriers to entry.

Small by design. Large by results. Here’s why …

Bring your product to market, faster

Reduce go-to-market complexities that slow down deal times. Build market awareness and acceptance through faster access to networks and a streamlined strategic approach to distribution.

Finding the right allies that fit

The advice industry is highly regulated with many participants. Hillcrest’s market framework harnesses the contributors that assist the delivery of your product and brand. It’s effective because it keeps advisors and investors at the heart of the process.

A dedicated partnership that lasts

Increase your client retention by accessing the investment businesses that align to your strengths. We understand their service needs and how to design the right service packages to deliver. You’ll be set-up for success and longevity.

Maintaining strong performance that wins

Partnering with Hillcrest increases performance. Our focus ensures investment management firms have access to the funds and portfolios that propel their success. Whether you’re experienced or newer to the market, we can adapt the strategy to increase your overall performance.

The Hillcrest engagement model

1. Cultural Alignment

Our aim is to partner with fund management businesses that share our values and our dedicated focus toward investor outcomes.                                                                                                    

2: Strategic Framework

We take the time required to understand your business and its competitive strengths. We work with you to form a strategic distribution plan aimed at maximising market awareness and acceptance.

3: Market Fit

We will work with you to ensure your product offerings are market ready and fit for purpose.                                                                                                                                                                                                        
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info@hillcrestsp.com.au

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