Unifying excellence in asset management

High quality investment products managed by experts around the world.

We have a simple goal – to create wealth for investors by sourcing high-quality financial products from leading investment managers worldwide. We back that with exceptional service and support. We continue to build our ‘tribe’ of like-minded people and businesses who uphold our values and maintain a client-centric approach.
PAN

~ spanning all, implying union of all branches of a group, a bringing together

Tribal

~ members of a community, a group of individuals united by a common thread

Investment Managers.

While being mindful of investment trends, we look for investment managers that help us fulfil an unmet investment need … be it an under-represented asset class, investment style or unique investment discipline.

Our Funds.

We source and distribute high-quality investment products managed by experts from around the world. All funds we take to market are of exceptional quality, from high-calibre managers who have “skin in the game”.

It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.

Warren Buffett, Chairman Berkshire Hathaway

Insights.

News & Insights brought to you by our in-house experts and investment partners.

Level 17, 90 Collins Street
Melbourne 3000
T: 03 9654 3015
F: 03 9662 3304

ABN 35 600 756 241
AFSL 462 065

Unifying excellence in asset management