Advisor & Fund Manager Platform

For advisors, external asset managers and fund managers, ISTAR Capital offers a platform and ecosystem that allows them to manage their clients’ assets efficiently while relying on our infrastructure, market access and oversight.

What We Provide

• Delegated Investment Platform

  • Advisors and managers can implement discretionary or advisory mandates while leveraging ISTAR’s custody, execution and reporting infrastructure.

• Regulatory & Compliance Support

  • We place strong emphasis on regulatory standards and best practices through our network of regulated partners and service providers. Our oversight helps ensure that:

  • Investment activities remain within agreed parameters

  • Reporting and disclosures are clear and timely

  • Client mandates are adhered to

• Trade & Reporting Oversight

  • Monitoring of trading activity for adherence to agreed guidelines

  • Comprehensive performance and risk reporting

  • Tools to help advisors communicate clearly and transparently with their underlying clients

• Customisable Solutions

  • White-label or co-branded options

  • Flexible fee and reporting structures

  • Ability to tailor the platform to different client segments, strategies or jurisdictions

Partnership Mindset

We view advisors and fund managers as long-term partners, providing them with ongoing support, market insight and access to product ideas to help them grow their franchise.