OUR VALUE PROPOSITION

LEARNING MORE ABOUT US AND WHAT WE OFFER
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INTELLECTUAL CAPITAL
LEVERAGING A DECADE OF INVESTOR ENGAGEMENT
Leverage our intellectual capital to provide immediate access to the 5th largest private pension fund industry in Asia (ex-Japan) and the 3rd largest high-net-worth market in Asia (ex-Japan & China). A market with $3.5 trillion in pension assets compounding at 10-12% per year and where sustainable investments already exceed 50 percent of all professionally managed assets, the highest amongst any country in the world.
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MOST COST-EFFECTIVE SOLUTION
INCREASING CLIENT INVESTOR REACH & COVERAGE
Delivering the most cost-effective solution for raising institutional assets in Australia & New
Zealand, by increasing significantly your IR and BD resources at a fraction of the cost of
maintaining a local team and regulatory licensing. Flexible contract terms and service-level
option.
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RESULTS
AFTER LEVERAGING OUR INTELLECTUAL CAPITAL
Through our high-touch, active and direct engagement with institutional investors and asset
consultants we have created $6.75B in investment mandate opportunities since inception for
our alternative and impact investing clients.

WHY DO BUSINESS
WITH OUR FIRM

Wealth of Nations Advisors has been engaged in Australia and New Zealand for third-party capital raising for best-in-class global and local asset management firms for nearly a decade.

We are seen by our clients as being part of their investor relations or business development team in the region. We are their cost-effective way of leveraging their investor and asset consultant reach by having ‘boots on the ground’ to navigate the complexities of distance and time zones. You should expect from us no less than what you expect from your IR or BD teams.

We are a high-touch, active marketing team covering investors that make up the 5th largest private pension fund market in the world in Australia, and the asset consultants that support them.

We are the largest firm of its kind domestically in our space, and the only one as advanced in impact investing, being recognised as the shining light in impact. We have a proven track record in creating investment mandate opportunities for our clients across alternative and impact investing and our ability to create investor visibility and engagement for our clients through virtual conference, multi-investor calls, and physical roadshows is unequalled.

Our team has in excess of 50 years’ experience in investment banking and asset management having worked in the world’s largest financial markets. Let us support your efforts to diversify your institutional investor base.

ENGAGEMENT BENEFITS

Full-Service model to meet our clients’ expectations of investor coverage.

Institutional Investor & Asset Consultant Coverage AUS & NZL
159%
Investment Professional Coverage AUS & NZL
1284%
Access to investors in AUS & NZL managing $4 trillion in assets
4%
  • PILLAR I
    Asset Consultants

    Consultants still have a role to play across Australia & New Zealand. We are actively engaged with all major consultants in alternatives & impact. In impact we are recognised as a leader in the space.

  • PILLAR II
    Wholesale Investors

    AFS Licence holder only engaging wholesale institutional investors: superannuation funds, asset managers, insurance companies, family offices, private wealth firms, endowments & charitable trusts/foundations.

  • PILLAR III
    Private Wealth

    Private Wealth a growing sector in wealth management with ~$900b in Self-Managed Super Funds in Australia.

  • PILLAR IV
    Retail Investors

    No direct engagement with Retail Investors – only explored via client interest in establishing an Australian listed unit trust listed on a local exchange, or through WONA JV partners in the space.

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PLATFORM SUPPORTING IMPACT INVESTING

Supporting WON Group data and information aggregation efforts in the promotion of impact investing opportunities across impact managers and asset classes in the space to institutional investors and asset consultants across Australia and New Zealand.

World’s first, smart-device-only, wholesale institutional focused impact investing platform. Leading in impact visibility of data, with granular detail on Wealth of Nations Impact Asset Management strategies & funds.

Access to impact investing community where investors can engage in direct conversation with the WON-IAM portfolio team, or request access to WON-IAM data room, all through the in-app messenger

Ability to post impact strategy interest on investor “Tender Wall”. Ability for investors to post a specific impact investment strategy interest or RFI, which they wish Wealth of Nations Impact Asset Management to participate in.

Access to impact & manager news, track your favourite impact funds, review upcoming impact events – domestic and international, and engage with Wealth of Nations Impact Asset Management or the wider impact community in conversation via the in-app messenger.