Futuro teams up with boutique fund manager
Futuro Financial Services has teamed up with Australian boutique fund manager, Clime Investment Management, to form a strategic alliance.
The two companies would set up their Clime Private Wealth office in Brisbane which would operate as a corporate authorised representative under the Futuro license.
What is more, the alliance also planned to establish at least another two offices in various capital cities by the end of the year.
According to Futuro’s executive chairman, Dennis Bashford, the two companies were “the perfect match” as Clime had dealt with mostly sophisticated investors.
“It seems to be the perfect match, in that, Clime, who to date has only dealt with sophisticated investors, have the most successful marketing problems I have had seen,” he said.
“It is one that delivers a constant stream of HNW clients, many of whom ask for comprehensive advice, a need which until now Clime had been unable to satisfy.
“There was also a sense of frustration in having to turn away high quality potential clients, who are looking for advice, in front of their network, and that is what Clime can deliver," he said.
“I look forward to working with Clime in the years to come because of their integrity, the respect in which they hold their clients, the cultural fit and the personalities involved.”
AUTHOR
Oksana Patron
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