Customised Solutions
Working with clients to design and implement customised solutions
For larger investors, Spire works with investors to refine mandate settings across investment, fund and governance considerations. This includes fund set up, investment management, portfolio management, currency management, the establishment of policies, oversight committees, reporting and relationship management
Only available to ‘Professional Investors’, as defined in section 9 of the Corporations Act 2001 (Cth)
Solution Considerations
Investment Considerations
We work with families, individuals and private wealth advice firms to design, build and manage bespoke mandates, designed to meet individual needs (Only available to ‘Professional Investors’, as defined in section 9 of the Corporations Act 2001 (Cth)). We take into consideration key portfolio characteristics including:
- Liquidity profile
- Target Return
- Secondary Benchmarks
- Asset Classes e.g. VC/PE, Real Assets & Private Debt
- Investment strategy: Funds (secondary/primary), Directs
- Target allocations
- Portfolio Limits
Fund Considerations
We work with Australian and Global investment managers who want Australian domiciled feeder funds to grow their business in Australia. As a specialist in this space for over 16 years, we have significant experience in delivering solutions that take into consideration fund characteristics including:
- Open vs Closed ended
- Tax structures and use of offshore funds to minimise tax administration
- Retail vs Wholesale
- Third-party research
- APIR Codes
- Unit Pricing
- Currency Management
- Reporting: tax and investment
Governance Considerations
We work with clients to establish governance frameworks and policies to deliver on their requirements. This includes consideration of the following areas:
- RE vs Trustee
- Investment Management Agreement
- Investment Committee
- Portfolio Management Committee
- Custody
- Registry
- Audit
- Fund Accounting
- Tax advisor
- Legal (AUS and offshore)