What we do

We are the specialist, direct investment management business of the NAB Group.

Our purpose

We look to identify and develop high quality investment management businesses, either through direct ownership or partnering with established businesses. Our relationships with top quality investment management firms provide both institutional and retail investors access to a diverse range of asset classes and investment products, managed by investment professionals who are totally focused on delivering superior investment outcomes.

What we provide

The key to our support is flexibility. Our corporate strength and scale allow our boutique partners to choose the level of support they require and to change that as the need arises. We have access to a depth of resources and talent that is both readily accessible and cost effectively delivered through our economies of scale.

Equity support ranges from wholly owned to minority stakes. It can include seed funding for a start-up phase, debt funding for expansion, as well as business strategy assistance and succession planning. Boutiques can also access regulatory and value-adding services, including product development, distribution, and marketing and operations management.

Product and operational support are appropriately and flexibly provided to established fund management businesses, as well as independent and specialist investment management teams. We provide a highly capable and successful environment for the establishment of new funds.

Our operating model is adaptable and allows boutiques to access the required mix of expertise and resources, including technology, operations, business management, RE Services, legal, compliance and other support services to grow their business. Through our model, our partners are able to tailor the level of support to suit their individual requirements.

We offer unmatched access to both institutional and retail investors by leveraging NAB's significant investment distribution platforms, advisor and dealer networks as well as external platforms and financial planning groups. This is supported by our dedicated institutional and retail client service and reporting team.