WPT 01 · About
Local knowledge, earned the long way.
At Waypoint Partners, we specialise in providing consulting services that guide investment managers through the complexities of the Australian institutional investment market.
Years of experience and over 1,000 manager meetings enable us to provide presentation coaching for your team, ensuring successful market entry and client growth.
Derek Mock
Founder
Track record
Formerly Senior Portfolio Manager, responsible for over $30bn across two defined benefit portfolios.
Led a $44bn equity portfolio restructure as Project Leader.
WPT 02 · Services
Four legs of the passage.
How we help investment managers win Australian institutional clients, and keep them.
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Fix A
01 / 04
Market entry
Australian institutional market overview, buyer dynamics and competitor positioning for a successful entry.
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Fix B
02 / 04
Partnership development
Deepen client relationships so investors entrust you with more of their total portfolio.
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Fix C
03 / 04
Pitch coaching
Presentation coaching for key meetings: message shaping, slide deck review and pitch rehearsals.
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Fix D
04 / 04
Growth strategies
Bespoke analysis and advice on growing your business, from new solutions to new team build-outs.
WPT 03 · Bearing
Tailored to your course: grow your client base, meet your business goals.
WPT 04 · Destination
Ready to plot the course?
For more information or to arrange a meeting, email us directly. Based in Sydney, working with managers locally and internationally.
Passage summary · WPT 01 to 04