Fidante joins with Fulcrum as investor

Written by Adam Cadle

15/10/2025

Fulcrum Asset Management (Fulcrum) has announced a new strategic partnership with Fidante.

Subject to regulatory approvals, Fidante will acquire a minority stake in the business, and will also gain exclusive distribution rights for Fulcrum’s products across Australia, New Zealand and Asia.

Suhail Shaikh, chief investment officer at Fulcrum, said: “Having undertaken extensive due diligence to find the right partner, we are delighted to have signed this strategic initiative.

“A partnership with Fidante will allow us to enhance client outcomes by adding new sources of uncorrelated return to portfolios and investing in long-term research projects. As part of the transaction, executive partners have also increased their ownership of the business.”

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