EXCHANGE PARTNERS
Brookfield is one of the world’s leading alternative asset managers, with over $1 trillion in AUM across infrastructure, renewables, private equity, real estate, and credit. Our scale, global reach, and hands-on approach give us the insight to uncover opportunities that others may overlook.
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With the perspective of an owner and the experience of an operator, we focus on creating lasting value and attractive returns for private wealth investors across economic cycles. Grounded in investment excellence and aligned interests, we help investors navigate markets with confidence—building portfolios positioned for what’s next.
The HUB24 platform is recognised by advisers and the industry as Australia’s best platform, leveraging data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.
We are a global alternative asset manager specialising in private credit, core and operating real estate, hospitality, private equity and venture capital as well as traditional asset classes. We lend to property, corporate and specialty finance sectors and provide corporate advice.
Our investment teams have diverse skill sets and experience across a range of strategies and market conditions and are focused on delivering long-term growth. Our conviction runs deep and as testament to this we co-invest in many of our strategies alongside our clients, aligning our interests with theirs.
We have deep expertise in private credit and non-bank lending, and seek to deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns.
Natixis Investment Managers’ multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1, we deliver a diverse range of solutions across asset classes and styles. Australian retail investors can access from expertise four Natixis IM affiliates via managed funds and active ETFs from Australian Equities boutique IML, Global SMID cap specialist Vaughan Nelson, Global Sustainable Equity Manager Mirova and Loomis Sayles with a Global Bond fund and Global Growth Equity fund.
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1 Survey respondents and publicly available data ranked by Investment & Pensions Europe/Top 500 Asset Managers 2025 ranked Natixis Investment Managers as the 20th largest asset manager in the world based on assets under management as of December 31, 2024.
Bell Asset Management is an active global equity specialist with deep expertise in small- and mid-cap companies (SMID caps). Since 2003, our investment team has managed global equity portfolios across all market cycles. We target high-quality companies with strong growth potential – resulting in a very high-quality portfolio without paying a premium. This approach is particularly compelling amongst SMID caps. Often overlooked, under-researched, or mispriced, quality SMID caps offer compelling value and growth opportunities. Our SMID strategy was launched in 2016, positioning us as leaders in this sector.
Warakirri is an Australian Aboriginal word meaning "to grow". As the name suggests, Warakirri was established for that very purpose – to grow the wealth of investors.
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Warakirri was established in 1993 with a view to provide charitable and tax-exempt investors with an investment vehicle managed specifically to their tax-exempt status. In 1993, Warakirri's first trust, the Warakirri Charitable Australian Equities Trust was launched. Since then, Warakirri has established numerous trusts and funds specifically designed to meet the varied needs of investors.
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Today, Warakirri provides specialist investment vehicles to meet the needs of charities, superannuation and individual investors across Australian and global equities, cash, Australian agriculture, currency management and US real estate. In addition, Warakirri is a leading provider of after-tax benchmarking, reporting and performance analytics.
Zenith Investment Partners is a leading investment research and managed account provider, with a 20+ year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.
In 2020, Zenith acquired Chant West, one of Australia’s most respected super fund research, data, insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global financial data and technology business FE fundinfo at the end of 2021.
We seek to deliver attractive long-term returns by investing in high-quality companies at compelling valuations. We are singularly focused on growing our investors’ wealth over time and through economic and market cycles. We invest in a single portfolio consisting of approximately 20 handpicked listed companies from across the globe.
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The name GCQ represents the three core foundations of our investment approach:
GLOBAL | We aim to identify the best investments globally, with a strong bias towards developed markets with established shareholder protections.
CONCENTRATED | We undertake thorough independent research on each of our investments and concentrate capital in our best ideas.
QUALITY | We believe the greatest long-term risk-adjusted returns can be achieved by investing in the world’s best companies, at attractive valuation.