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 A$100bn* 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), 87 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 four consecutive years (2020, 2021, 2022 and 2023). The quality of Fidante’s affiliates and their ratings across the product suite, including our excellent adviser support and transparency of key information, were highlighted as the key drivers in receiving the Distributor of the Year 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 & Co-Head of Global Distribution
Katy is the General Manager & Co-Head of Global Distribution, responsible for raising capital for Fidante’s specialist investment management partners covering fixed income, domestic and global equities and alternatives.
General Manager & Co-Head of Global Distribution
Adam is General Manager & Co-Head of Global Distribution and is responsible for raising capital for Fidante’s specialist investment management partners.
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.
General Manager, Investment Product
Naomi is General Manager, Investment Product at Challenger Limited. Naomi leads multiple teams across Challenger including Fidante that supports the growth and success of our business.
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 Risk and Compliance
Henry is the Head of Risk and Compliance for Challenger’s funds management businesses. Henry joined Challenger in 2013 and has supported Fidante in various Risk and Compliance related roles since then including the launch of multiple Affiliates and managed investment schemes.
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.
Head of Capital Markets
Marino joined Challenger in July 2023 and is Head of Capital Markets and responsible for raising capital for Fidante’s affiliates. Marino previously held investment and capital raising roles at Elanor Investors Group and investment banking roles at J.P. Morgan and Macquarie.