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Building partnership longevity with
investment experts.

Hillcrest Strategic Partners collaborate with investment management firms and
assist them in building deep and trusted relationships across the market. We target
the right investment decision makers for you and remove the scattergun
approach to market distribution.

Trusted alliances and a reputation for success

Hillcrest Strategic Partners have formed key relationships with a range of global
and domestically based investment managers across various asset classes.
After managing the distribution functions for businesses including Macquarie, Magellan, BT and UBS, this team has built an incredible reputation for success, locally and abroad.

Meet the Partners

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Alistair Dunne

Co-founder and Director of Hillcrest Strategic Partners

Alistair’s motivation with Hillcrest is to introduce a deeper understanding of the financial advice market and the experience to help navigate it effectively. This requires an honest, transparent partnership with clients who share these goals.

Having worked with a range of global and domestically based investment managers across various asset classes, Alistair’s 20 years of experience is built from such roles as:

  • Head of Wholesale Distribution, Executive Director – UBS Global Asset Management
  • National Sales Manager – BTIM (now Pendal)
  • Head of Distribution – Contango Asset Management

Alistair’s drive to solve problems for clients and succeeding alongside them is proven with his track record. He has a proven track record in:

  • raising and retaining investment capital across asset classes
  • building and seeding investment strategies in response to client needs.

As a financial optimist, Alistair loves the positive impact this industry can have on people’s lives. Underpinning the Hillcrest Strategic Partners’ values is assisting clients in providing investors with a comfortable and dignified financial future.

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DAMIAN CRAVEN

Co-founder and Director of Hillcrest Strategic Partners

A major motivator for Damian is providing clients with unparalleled understanding and support that navigates them toward a positive outcome.

Having worked in strategic roles with a range of global and domestically based investment managers across various asset classes for the last 20 years, Damian has an undeniable edge by reputation. These roles include:

  • Key Account Manager – Magellan Asset Management
  • Associate Director – Macquarie Bank
  • Head of Retail – Contango Asset Management

Damian has a proven track record of raising and retaining capital. A major part of his success is his empathic approach to his client base. Damian understands his clients’ business and how they work with their own clients. This skill makes him highly adaptable
with his support of the preservation and growth of their investments.

For Damian, this level of service is fundamental in Hillcrest’s approach when creating the strong partnerships they do. Providing clients with the ultimate experience is the obvious goal for Damian based on the firm collaborations he has forged with high quality investment managers.

A tailored approach to growing your business

Our team understand that different managers may require different aspects of our offering as
they move through their specific lifecycle.
A new entrant to the market may require product development, asset consultant engagement or platform approvals.
With existing market presence, you may require a more standard distribution solution.
Or, you may want to target specific segments of the market.

Our flexible business model means a tailored approach for your strategy.

A larger pool of assets.

Our partnership offering enables managers to present the most relevant solutions to our expert investors. Our Advice Market Distribution includes:

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
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