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BOUTIQUE FUND DISTRIBUTION

Specialists in Australian fund distribution and financial services advisory

PRACTICE AREAS

OUR SERVICES

FUND DISTRIBUTION

Connect your best investment ideas with local investors.

Global fund manager distribution:

  • Target market research and determination

  • Investor research

  • Investor relationship management

  • Marketing support

  • Campaign launches

  • Roadshows


Local product distribution:

  • Support local managers with access to super funds and insurance companies

FINANCIAL SERVICES ADVISORY

Achieve the future you have in mind for your business.

Deal advisory services:

  • Extracting synergies

  • Offshoring

  • Validating growth plans

  • Financial model validation


Transitions and integration:

  • Program management

  • Workstream leads in business operations, IT, marketing, company secretary and back office functions

Investor relations:

  • Listed company advisory

  • Corporate governance

OUR VISION

ABOUT US

Sodor Capital partners with leaders in asset management to connect their best investment ideas with local asset owners.

 

As an Australian Financial Services Licensee (Licence No: 558762), Sodor Capital offers general financial product advice and dealing in managed investment schemes (excluding investor directed portfolio services) and securities to wholesale clients. ​

If you need Australian clients for your investment strategies, we can help. We are experts in building relationships to reach your distribution and marketing goals.

 

Sodor Capital also serves the broader financial services industry by providing advisory services. Our valuable industry experience can transform middle and back offices.

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From fund distribution to advisory, we connect people and ideas to unlock the potential of your business.​​​​​

WHY WE'RE DIFFERENT

01

Exclusivity.

Our responsible managers only work with one asset manager per investment strategy.

02

Reach.

We know whose door to knock on and when.

03

Coverage.

We uncover opportunities by connecting relationships and data.

04

Mindset.

We act as your employees, with loyalty and professionalism.

Bridge Structure
ATTORNEYS

OUR TEAM

Photo of Martin Smith

MARTIN SMITH

Director and

Responsible Manager

  • LinkedIn
Photo of Alicia Gill

ALICIA GILL

Head of Marketing and

Research

  • LinkedIn
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NEWS AND INSIGHTS

Podcast Series

We are a proud supporter of the FEAR & GREED podcast. Tune in to hear institutional grade investment ideas from some of the leading global investment teams we partner with.

CONTACT
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GET IN TOUCH

CONTACT US

Suite 11, 1 Bradly Avenue, Kirribilli NSW 2061 AUSTRALIA

+61 2 8041 2856

Have a question or need more information? Reach out to us by filling in the form below:

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