Headquarters Melbourne Number of employees 172 | Founded 6 August 1952 | |
 | ||
Industry Financial Services, Funds Management Number of locations Sydney, Melbourne, Shanghai (China) Key people Greg O'Neill
(President & CEO)
Brian Ford
(Chief Operating Officer)
Rob Clough
(Chief Financial Officer)
Randal Williams
(Chief Risk Officer)
Martin Barry
(Chief Corporate Treasurer)
Chris Andrews
(Chief Investment Officer)
Rowan Donohoue
(Chief Legal Counsel)
Cory Bannister
(Chief Lending Officer)
Ryan Harkness
(Deputy CIO)
Cameron Walker
(Deputy CFO)
Bev Christou
(Head of HR) Products Real Estate Credit
Fixed Interest
Funds Management Operating income AUM A$3billion (2015 $2.1b) Type Private company limited by shares | ||
La trobe financial best investment management company
La Trobe Financial is Australia's leading credit specialist with over 60 years experience operating in Melbourne, Sydney and Shanghai. La Trobe Financial's Head Office is based in Melbourne and specialises in real estate credit, fixed interest investments and funds management operating Australia's largest and most awarded Credit Fund. The current President and CEO is Mr. Greg O'Neill.
Contents
A video case study on la trobe financial
History
La Trobe Financial formed in 1952 initially operated as a business partnership between Kelvin David O’Mullane and Raymond Kevin O’Neill. Attributed as one of the fastest growing building societies in Australia the 1970s it was eventually demutualised after Ray O’Neill bought out his co-founding business partner. It has since grown to become one of Australia’s leading bank independent credit specialists. Specialising in private property credit with a focus on residential and commercial mortgage assets, La Trobe Financial have been at the forefront of the industry, providing a wide range of both asset management and retail investment services.
Operations
The company operates through two core entities: La Trobe Financial Services an unlisted proprietary (private) company, holder of Australian Credit Licence "ACL" 392385, responsible for group administration and asset servicing, third party outsourcing services, custody services and group insurance sales, and wholesale "INSTO" funding mandates. The second core entity is La Trobe Financial Asset Management, an unlisted public company and holder of Australian Financial Services Licence "AFSL" 222213, responsible for all retail investments in the La Trobe Australian Mortgage "FUND" which is Australia's largest fund of its type.
Key dates and facts
Since 1952 operating INSTO investment mandates of between $100m to $800m. In 2001 was appointed by the Australian Securities and Investments Commission ("ASIC") to take over another national operator.
More than $12 billion has been managed on behalf of institutional and retail investors since the company commenced its operations. INSTO portfolios comprise long term wholesale mandates from all of Australia’s big four banks, most Australian regional banks, international banks and financial institutions without loss of mandated investor capital or interest since inception.
The groups RETAIL investment Fund accommodates both retail investors and select wholesale institutional investors; they hold an AFSL (222213) and under the Corporations Act hold assets in trust without the need for an external custodian, external trustee or external security trustee. The retail mortgage investment trust has over $1billion (30 June 2016) of retail investments.
The company has also received many domestic and international awards. The Credit Fund 12 month Term Investment Account was voted Australia’s Best Mortgage Fund by Money Magazine for the last eight consecutive years (2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010).
During 2014, 2015 & 2016 La Trobe Financial received three International Finance Awards (London based) for Best Investment Management Company - Australia and Best Mortgage Fund - Australasia
Awarded four International Alternate Investment Review (IAIR) Global Funds Management Awards in February 2013, 2014, 2015 and 2016 presented in Hong Kong for Asset Manager of the Year - Mortgage Funds Asia Pacific (2016) and Best Specialist Lender Australia (2016).
Winner 2011 Victorian Innovation in Funds Management Award – Awarded at the Melbourne Financial Services Symposium, and an honourable mention in 2015 for innovation with our P2C (Parent-to-child) loan product.
Australia’s only 4 1/4 star-rated mortgage fund – SQM Research
Recommended by Zenith Investment Partners - 12 Month Term Account "excellent" long-term performance and our "impressive track record"
Lipper Leaders rated '5' for Total Return, Consistent Returns and Preservation
Rated "Strong" by Australian Ratings for overall asset servicing capacity and depth of Management.
Chosen in 2015 as one of fifteen (15) firms across Australia by AUSTRADE, the Australian Federal Government trade promotion body to promote Free Trade Agreements across Asia Pacific