At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams. We are a global investment management business with approximately US$49bn (A$72.4bn)* under management and form part of the Challenger Limited Group, an ASX-listed investment management firm.
Fidante offers investors access to a curated range of active strategies that span traditional and alternative asset classes – both liquid and illiquid. Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities.
Investing across the globe (including Australia, Europe, Asia and North America), 85 per cent** of our investment managers have beaten their respective benchmarks since inception, and total AUM has increased four-fold in the past decade.
Track record of developing specialist investment managers
Our investment managers are selected for their robust investment processes, and also their expertise, passion and ability to deliver the best possible outcomes for investors. Our partnerships often involve managers’ taking an equity stake in the business, better aligning interests of the manager and their clients.
For these highly skilled managers, Fidante’s strategic, operational and distribution expertise gives them access to a large global investor base while enabling them to focus on what they do best – managing money. By matching their talent with our know-how, scalability and support, it’s a partnership designed for success – for us, for them and for you.
Fidante is proud to have been named Distributor of the Year at the annual Zenith Fund Awards for three years running. (2020, 2021 and 2022). The quality of our investment managers and their ratings across the product suite, strong FUM flows, and the quality of our adviser support were highlighted as key drivers for this important award.
Meet the Leadership Team
Chief Executive, Funds Management
Victor was appointed Chief Executive, Funds Management in August 2022 following five years as Head of Fixed Income within the Challenger Investment Management business. Prior to Challenger, Victor held investment leadership roles at Aberdeen Asset Management in Singapore and Australia, and Credit Suisse Asset Management.
Chief Executive, Customer
Mandy joined Challenger in November 2022 as Chief Executive, Customer. Prior to this, Mandy was General Manager, Asset Management Distribution at MLC Wealth. Mandy has also held senior roles in Australia and London at BMO Global Asset Management, CQS UK, Nomura, and Merrill Lynch Investment Managers (now BlackRock).
General Manager, Investment Product
Naomi is General Manager, Investment Product at Challenger Limited. Naomi leads multiple teams across Challenger including Fidante that
General Manager, APAC Institutional Distribution
Katy is the General Manager, APAC Institutional Distribution, responsible for raising institutional capital for Fidante’s specialist investment management partners covering fixed income, domestic and global equities and alternatives.
General Manager, Wholesale Customer Servicing
Dean is the General Manager, Wholesale Customer Servicing at Challenger Limited in Australia. He leads a team which is responsible for servicing institutional clients and supporting the distribution efforts of both Fidante’s affiliate managers and Challenger’s retirement and investments business.
General Manager, Distribution and Marketing - Retirement and Investments
Michael is the General Manager, Distribution and Marketing - Retirement and Investments at Challenger Limited in Australia. He is responsible for the distribution and marketing of Challenger’s retirement and investments business including Fidante and its affiliates.
Head of Risk and Compliance
Christine is the Head of Compliance for Challenger’s funds management businesses. Christine joined Challenger in 2018. She has 20+ years experience in risk and compliance in both consulting roles and Head of Risk and Compliance roles within the financial services industries in Australia and the UK.
Head of Strategy and Development
John is Head of Strategy and Development and is responsible for originating new affiliate relationships as well as strategic initiatives.
Head of Affiliates
Tim is Head of Affiliates and is responsible for the ongoing strategic planning and commercial relationships with the affiliate teams. He also manages the Investment Specialist and ESG functions.
COO, Head of Legal and Compliance, UK and Europe
Richard is the COO, Head of Legal and Compliance, UK and Europe. Previously he was Senior Legal Counsel at the Challenger Limited Sydney office. Richard is responsible for the operation of the UK and European offices as well as legal and compliance matters relating to the UK and European regulated offices.
General Manager & Head of Distribution, EMEA
Adam is General Manager & Head of Distribution, EMEA, and is responsible for raising capital for Fidante’s specialist investment management partners.