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.
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.
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.
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.
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.
Nanuk Asset Management was established in 2009 to develop world-leading expertise in the investment opportunities and risks associated with environmental sustainability and resource efficiency. We believe that the world is changing and aligning with that change is the logical approach to achieving better investment performance over time. Our focus is global and we invest in listed companies that are assessed to be benefiting from, or contributing to, improving global environmental sustainability and resource efficiency. We are active, fundamental investors with a valuation based and research driven investment approach. We incorporate positive and negative screening, ESG factors and values-based norms into our decision-making process.
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.
Talaria Capital, based in Australia, has over 20 years of experience in alternative global equity investing. The firm emphasizes a disciplined, long-term approach, focusing on risk management and capital compounding rather than short-term market trends.
Its investment philosophy leverages the difference between share price volatility and corporate cash flow volatility, aiming to generate multiple sources of return with lower downside risk. Talaria typically concentrates on 25–40 high-conviction global stocks from a universe of over 1,800 large-cap companies.
Investors can access its funds, such as the Talaria Global Equity Fund Complex ETF and the Currency Hedged Complex ETF, through online applications, brokers, or financial advisors
Global X ETFs are committed to making well-researched and professionally managed solutions widely accessible, empowering investors to pursue their financial goals. The nature of the business is forward-looking, requiring both a plan for tomorrow and a vision for the future. They continue scanning the horizon for new opportunities and challenges. They are different by design: A unique culture built on openness, collaboration, and most importantly, a wide range of backgrounds and perspectives.
Global X ETFs believe in the power of positive thinking to spur action, and that in this pursuit they are helping investors, team members, and partners build a better future.
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.