Who We Are:

Theta Asset Management Limited aims to provide a flexible responsible entity or trustee service to local and overseas fund managers.

We work with our clients to tailor an outsourced and compliant solution that best suits the requirements of each fund manager. We have worked with leading FinTechs assisting them to bring innovative products to market.

Our aim is to be cost effective, innovative and flexible in the solutions we develop for our clients. We also place a priority on a timely launch of the fund.

Theta holds an Australian Financial Services Licence which authorises us to issue both retail and wholesale managed investment schemes.

Our services are suitable for a wide range of fund managers, from:

  • Existing asset managers with successful products
  • Off-shore managers looking to access the Australian market, through to
  • Boutique managers starting up their own investment company without sacrificing equity.

Theta is able to provide a business solution for each situation.