Fund Promotion

Crest aims to achieve the desired outcomes by aligning our interests with our clients with a performance and retainer remuneration structure.

Marketing and regulatory documentation

• Prepare an offer document
• Manage the production of marketing material e.g. investor reports, powerpoint presentation
• Tailor communication to the appropriate audience

Marketing strategy

• Manage the communication strategy
• Educate internal and external stakeholders
• Develop a tactical marketing program i.e. strategies to attract investors

Implementation

• Identify potential investors in target market
• Approach wholesale investors and asset consultants based in Australia and parts of Asia
• Approach dealer groups, private banks and family offices based in Australia

Experience in promoting funds (and investment strategies) to institutions on behalf of:

• Tikehau Investment Management
• Global Asset Management (GAM)
• HSBC Asset Management
• DB RREEF