Our Mission
To be the most effective capital raising institution in Australia and New Zealand for alternative and active investment managers. To partner with best-in-class managers in credit, equity, debt, infrastructure, real assets, and other private and public market diversifying strategies. To maintain a high-conviction portfolio of clients whose offerings meet the evolving needs of institutional investors in the region. To selectively advise on private placements that align with long-term sustainable capital themes and connect quality opportunities — both local and international — to Australian institutional capital. To lead with insight, deliver with integrity, and act as the trusted, on-the-ground extension of our global and domestic manager partners.
Our Value Proposition
01
Immediate Access
Leverage our intellectual capital and licencing to provide immediate access to the largest private superfund industry in Asia (ex-Japan); and the second-largest in the world by 2031 and 3rd largest high-net-worth market in Asia (ex-Japan & China) - with $3.5trillion in 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.
02
Most Cost-Effective Solution
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.
03
24-7 Resource
Provide 24/7 access to an on the ground team with extensive domestic and international markets experience across asset classes delivering more than capital intro as we market as though we are part of your portfolio/investor relations team.
04
ConcentratedManager Portfolio
You are in good company. You will be part of a concentrated portfolio of quality global alternative and impact investment managers gaining unique visibility amongst investors.
05
Communication
Highly effective communication via regular phone and/or video conferencing; detailed reporting on investor engagements for client BD and compliance teams; arranging and hosting of investor roadshows and/or investor manager site visits.
06
Regulatory Support
If opting for obtaining regulatory licencing; Assist clients through regulatory approvals via external legal and compliance; can act as local agent for client licensing compliance.
07
Create Visibility
You need to be seen to be heard. WE ensure YOU are front of mind through our direct and interactive engagement with investors on your behalf. WE SEE YOU but THEY NEED TO SEE YOU.
Our Delivery Framework
Four capabilities underpin every engagement we run.
1
Market Intelligence
Investor mapping.Consultant positioning.Mandate timing analysis.
2
Engagement Strategy
Target sequencing.Message discipline.Jurisdiction-specific framing.
3
Execution & Access
AFSL-covered engagement.Roadshows, MIVCs, 1:1s.Real-time investor feedback.
4
Governance & Reporting
Compliance oversight.Engagement tracking.Board-ready reporting.
The 3 Pillars of Engagement
Our approach to raising assets in Australia & New Zealand.
WON Associates operates across all three pillars of sophisticated investors, providing leverage aligned to how capital is allocated in the ANZ market.
Asset Consultants
Continue to shape search activity and portfolio frameworks across Australia and New Zealand, while large institutional allocators increasingly drive manager selection internally. Consultant engagement remains an important ecosystem input. We are actively engaged with all major consultants across alternatives and impact, where we are recognised as a leader.
Wholesale Investors
Represent the primary source of scale capital across Australia and New Zealand, with long mandate durations and high re-up potential. Allocation decisions are increasingly driven internally by investment teams, requiring direct engagement, deep strategy understanding, and disciplined execution.
Private Wealth
A growing allocator segment with rising sophistication and increasing appetite for alternatives, particularly private market strategies aligned to global investment megatrends. Engagement requires tailored positioning across the private wealth ecosystem.
Active Engagement in Practice
Active engagement combines ongoing allocator interaction, disciplined market communication, and structured reporting, all delivered within a regulated framework.
You Need To Be Seen To Be Heard
How do you want to engage the ANZ market?
A staged, low-risk way to test Australia and New Zealand market readiness and early institutional demand.
● Initial market validation and positioning ● Targeted institutional and consultant engagement ● Defined engagement window with clear feedback loops ● Full AFSL coverage for compliant wholesale engagement
Delivered through our WON 4+12 Engagement Program.This is typically the right starting point for managers seeking early validation before committing further.
A long-term partnership for managers committed to building sustained institutional traction in Australia and New Zealand.
● Sustained investor and consultant engagement over multiple years ● Regular in-person roadshows and multi-investor events ● Embedded market intelligence and structured reporting ● Full AFSL coverage for ongoing wholesale engagement
Delivered through our WON 36 Engagement Program. Designed for managers ready to commit to long-term capital development in Australia and New Zealand.
Institutional market access is built over time, through discipline, presence, and trust.
