YBR and Winston team up for adviser offering

Winston Capital Partners has penned a deal with Yellow Brick Road to distribute an active cash solution to financial advisers and small financial institutions.

“We are very pleased to have appointed the Winston team to distribute our active cash solution to financial advisers and small institutions,” said YBR Funds Management.

“Winston’s strategic approach has really stood out and we are seeing the pipeline develop substantially in a very short time.

“Having such depth of experience in distribution made a great deal of sense for us given the 60 plus years of experience among Winston’s founders, which has ultimately fast tracked our market entry with a well-planned approach.”

Winston has struck a similar deal with Morphic Asset Management.

Winston has hired Robin MacIntyre to support that growth.

“Winston launched almost 12 months ago with a clear target of being Australia’s leading specialist funds management and third party marketing and distribution firm,” said founding partner Andrew Fairweather.

YBR and Winston team up for adviser offering
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.