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HIGH WATER ADVISORY PTY LTD

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The Financial Services industry is fast-growing, and the one thing we have noticed is how boutique asset management companies fail to reach a broader audience. Part of what we have noticed is a lack of social media marketing rollout. This may be due to their experience, marketing budget, or just not enough time. We understand that most boutique fund managers have to focus their time on running their funds or business, and therefore spend less time focusing on distribution and marketing.

 

Apart from social media, not all fund managers have the resources to have distribution networks across the entire country and tend to only focus on a smaller network due to this.

 

With an outsourced distribution model, the fund manager and key individuals can focus their time and efforts where it is needed most, performance!

The Solution:

 

Our focus is to gain brand awareness for our partner funds by using strategies designed to reduce the workload for the manager and their team.

 

We set up a regular face to face time with IFA’s and institutions to run through the offering and benefits of the product to the end-user. We use focused marketing to identify IFA’s that would benefit from our partner funds.

 

Our use of visual and audio marketing gives the end-user insight into the investment process and philosophy of the fund manager, without the need for face time with the IFA.

 

We also research the product offering so that we have the ability to address any questions around the product.

Why High Water Advisory

Services

We have experience in both the Wealth and Investment management industry. This experience gives us a better understanding of what the market needs to enhance their offering, as well as what the asset manager needs to get inflows.
 
Over the last 13 years, we have had success in marketing and growing a Wealth business and AUM base, and with this knowledge, we can formulate a strategy to assist AUM growth for our partners.
 
Our aim is to set up a long-term relationship with the fund manager as this not only gives us a better understanding of their thinking and business, but it builds trust, and it is this trust that assists us in confidently representing them.

High Water Advisory (Pty) Ltd is an authorised Category 1 financial services provider in terms of the Financial Advisory and Intermediary Services Act No. 37 of 2002 (“FAIS Act”) with FSP number 50486. The information contained herein, should not be construed as advice as defined in the FAIS Act, neither does it constitute an investment recommendation. Investors should take cognisance of the fact that there are risks involved when buying, selling or investing in any financial product. The validity and accuracy of any illustrations, forecasts or hypothetical data are not guaranteed and are only provided for illustrative purposes.

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