4th Annual Private Wealth Australia Forum

Founded in 1995, P/E Investments manages assets for individual and institutional investors worldwide. P/E Investments is headquartered in Boston, USA, with additional offices in Singapore, Melbourne, Tokyo, London, and Jackson WY. As of February 1, 2025, firm assets under management were approximately USD 19.7 Billion. Our flagship product, the FX Strategy, is an absolute return product investing in foreign exchange. The strategy employs a quantitative framework to evaluate daily fundamental macroeconomic and financial factors in order to identify current drivers of currency market returns. P/E’s FX Strategy model can also be effectively utilized for dynamic currency hedging, currency overlay strategies, and enhanced alpha products.

Archer Wealth is a leader in private lending, specializing in real estate-backed investments. Our fund focuses on first and second mortgage loans, aiming for returns of up to 10% annually on 1st mortgage loans and 15% annually on 2nd mortgage loans with 0% management fees. We prioritize transparent investments without management fees, aiming to maximize returns for our investors. Dedicated to growth and risk management, Archer Wealth is a trusted name in Australia's expanding non-bank lending market.

Australian Ethical is amongst Australia's leading ethical investment managers. Since 1986, Australian Ethical has provided investors with investment management products that align with their values and provide long term, risk adjusted returns. Investments are guided by the Australian Ethical Charter which shapes its ethical approach and underpins both its culture and its vision. Australian Ethical has over $10 billion in funds under management across managed funds and superannuation.

Betashares is a leading Australian fund manager specialising in exchange traded funds (ETFs) and other funds traded on the Australian Securities Exchange (ASX). Since launching our first ETF in 2010, Betashares has grown to become one of Australia s largest managers of ETFs. Serving hundreds of thousands of Australian investors, Betashares offers cost cost-effective, simple and liquid access to the broadest range of ETF investment solutions available on the ASX, covering almost every asset class and investment strategy. As of February 2025, Betashares manages over $49 billion in assets.

Crescent Capital Partners (Crescent) is a Sydney-based private equity firm investing in middle-market companies located in Australia and New Zealand with enterprise values between A$100 million and A$500 million. Crescent was formed in 2000 and has established itself as one of Australasia’s leading middle market private equity firms with its last three funds ranked as top quartile global funds (measured in either USD or AUD), as measured by Cambridge Associates.

HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $138 billion of assets under management as of September 30, 2024. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 245 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $61 billion to newly-formed funds, completed over $59 billion in secondary purchases, and invested over $43 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

Recognised by advisers as Australia’s best platform, HUB24 leverages 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.

Praemium is an ASX-listed wealth management technology and financial services company and has been providing platform services to the Private Wealth and HNW IFA sector since its establishment in 2001. We are proud to be recognised as an industry leader in the platform market, providing market-leading managed accounts, non-custody solutions and portfolio administration and reporting services for some of Australia’s leading wealth managers and advice firms.

Remara is an Australian-based Asset Management company managing $2bn in funds across key asset classes, including private credit, real estate, and tactical opportunities. We take an innovative and hands-on approach as high-quality asset generation specialists through a vertical integration model, providing portfolio diversification, superior risk adjusted returns and capital preservation. Remara was established in 2019 and headquartered in Sydney, Australia.

Yarra Capital Management is a leading independent, active Australian fund manager with a strong heritage in the local market.  With $21 billion of AUM,  we have an established track record of consistent performance in all market conditions. We offer a range of actively managed fundamental equities, fixed income and  multi-asset solutions, and our Australian equity funds span large cap through to microcap strategies.

Headquartered in Sweden, EQT is a purpose-driven global private markets organisation with deep roots to the Wallenberg family. EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies.

Nuveen is the investment management arm of TIAA, is one of the largest investment managers in the world with $989 billion in assets under management. Managing a broad array of assets across diverse asset classes, geographies, and investment styles, we offer solutions for a range of investors including pension funds, insurance companies, sovereign wealth funds, banks and family offices.

Cromwell Property Group (ASX:CMW) is a real estate investor and funds manager with $4.5 billion of assets under management in Australia and New Zealand. Cromwell is listed on the S&P/ASX and included in the FTSE EPRA/NAREIT Global Real Estate Index.

Fortitude Investment Partners was established to provide expertise, capital and resources to growth companies across Australia and New Zealand. We are committed to building businesses for long-term sustainable growth through genuine partnership, strategic decision making, a network of experts and the provision of capital and resources.

MA Financial Group is 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. We offer solutions for wholesale, retail and institutional investors who entrust us to manage $9.7 billion on their
behalf. 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 with $4.6 billion in assets under management. We deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns. We have over 700 professionals across locations in Australia, China, Hong Kong, New Zealand, Singapore and the United States.

Pepperstone is an online Forex and CFD Broker providing traders across the globe with cutting-edge technology to trade the world’s markets. We are driven to provide traders with low-cost pricing across all our instruments including FX, CFDs, Cryptocurrencies and Commodities.

Trilogy Funds are one of Australia’s leading fund managers of property-based investments. For over 25 years, seeking income and managing risk on behalf of investors has remained at the heart of everything we do. We specialise in managing mortgage trusts, diversified income funds and property trusts that all share the common goal of providing income-focused solutions designed to help you achieve your financial goals. We do this by leveraging our combined talents and decades of experience in property development and fixed interest to actively manage your investment. In addition to our investment offering, our lending team provides tailored finance solutions to the property and construction sectors, as one of Australia’s leading non-bank lenders.