On October 15, 2025, Fulcrum Asset Management announced its minority investment from Fidante.
Fulcrum Asset Management (“Fulcrum”) announced on October 15, 2025, its minority investment from Fidante. Under the terms of the transaction, Fulcrum will remain in control of its operations. Further terms of the transaction were not disclosed.
Fulcrum, based in London, is a registered investment advisor offering diversified investment solutions. Fulcrum has approximately $29 billion in assets under management. Piper Sandler & Co. acted as exclusive financial advisor to Fulcrum in connection with the transaction.
Fidante, based in Sydney, Australia, is an asset management firm offering investment strategy services. Fidante has approximately $85 billion in assets under management.
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