WealthLeaders Forum | Melbourne

EXCHANGE PARTNERS

Channel Capital Group provides tailored and comprehensive investment solutions to investment managers and their clients. Through a select network of both local Australian boutique firms and globally renowned asset managers, we offer a broad spectrum of investment strategies across traditional and non-traditional asset classes, encompassing various sub-asset classes. This enables investors to access specialised investments with an attractive risk/return potential.

Fidelity International offers investment solutions and services and retirement expertise to more than 2.52 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations, we invest A$570.5 billion globally on behalf of clients in the Asia-Pacific, Europe, the Middle East and South America. We are responsible for A$230.9 billion in assets under administration.*

* As at 30 September 2023

Grant Samuel is the market leader in providing advisory and execution expertise that is integrated across M&A, debt, equity and valuation. Our expertise comes from having good people. People who think independently but work collaboratively. Who focus on detail but see the big picture. People who work with integrity to drive successful outcomes that are good for your business and ours too.

J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. As announced in 2020, JPMorgan Chase will deploy $2 billion in philanthropic capital around the world by 2025. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.

SG Hiscock & Company is a multi award-winning boutique fund manager specialising in high conviction actively managed investment strategies and Individual Portfolios. SGH was established in Melbourne in 2001 by six of its principals and is entirely owned by directors, staff and associates. The head office is in Melbourne with another office in Sydney. In 2016, the retail distribution and marketing for its funds was transitioned in-house and the firm now has a dedicated distribution team. In early 2019, SGH merged with highly regarded specialist discretionary portfolio manager, DMP Asset Management. SG Hiscock & Company commenced the SGH Partnership Program in June 2020. Combined with the SGH existing suite of Australian equity and Australian REITs (Real Estate Investment Trusts), the addition of the Partnership Program broadens our capabilities across Global REITs and Global Equities for Australian retail investors. In April 2023, SGH became the exclusive distribution partner for abrdn in Australia.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organisation with more than 80 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisers, institutions, and retirement participants.

We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

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.

Perpetual’s wealth management business has been protecting and growing the wealth of our clients since 1886 – some of our client relationships span five generations.

Today, the business offers a unique mix of wealth management, advice, investment and trustee services to individuals, families, businesses, not-for-profits and Indigenous communities.

Our Perpetual Private Investment Research team delivers industry leading insights, expertise and demonstrated performance across actively managed direct equities, alternatives and multi manager portfolios. Platform agnostic, we are looking to partner with a small number of independent advisory firms to bring world class investment solutions to their clients.