Our focus is to identify products that meet unmet investment needs … be it asset class, investment style or the investment discipline of the underlying fund manager.
Our commitment to offering high-quality financial solutions through partnerships with leading global managers is reflected in our name: uniting diverse investment expertise to deliver meaningful value to investor portfolios.
As key executives are shareholders in the business and significant investors in our funds, clients can expect a strong alignment between their objectives and ours.
Our vision is to be recognised as Australia’s leading boutique asset management firm, defined by:
Supporting our clients to achieve their financial goals, build wealth and preserve capital.
Always putting client interests first, an ethos that runs from PAN-Tribal through to the asset managers we partner with.
Offering true-to-label investment solutions that consistently align with our clients’ objectives.
Having ‘skin in the game’, with key executives co-investing with investors, actions not just words affirm our confidence in the managers we back and in the strength of our business.
Peter Lynch – Legendary Investor & Author
Charles Munger – Vice-Chairman, Berkshire Hathaway
PAN-Tribal is wholly owned by its founders, Colin and Paul Woods, and a small number of private investors. Colin, an experienced asset management chief executive, is the CEO and driving force behind PAN-Tribal. Paul is the Principal and Managing Director of one of Melbourne’s leading independent financial planning boutiques, which he established in 1984.
