Directory · AU
Funds and Trusts in Australia
A register of firms and the professionals working at them in the Funds and Trusts sector based in Australia. Browse the public index, then filter or export on Kipplo.
Companies
17 on file
Perennial Partners
Perennial Partners is a house of specialist investment teams. We partner with outstanding investment people pursuing great investment outcomes in segments where active management can add meaningful value. Uncovering great investment opportunities requires talent and focus. Perennial Partners has built a reputation for investment excellence by creating a family of highly qualified investment teams. We provide our investment partners with strategic, operational and distribution expertise and access to an investor base made up of financial advisers, wealth managers, institutional, high net worth and family offices, while allowing them to focus on managing money. Our ‘clients first’ culture underpins everything we do. At Perennial Partners we believe in true alignment, our business and investment partners are wholly owned by executives and we co-invest in our strategies alongside our clients and on the same terms. This means that we have true ‘skin in the game’, creating a powerful alignment of interests with our clients. Perennial Partners Limited Corporate Authorised Representative No. 1293138 of Perennial Value Management Limited AFSL 247293.
11 to 50 staff
Ispt
ISPT is a wholly owned subsidiary of IFM Investors. ISPT’s LinkedIn page is moderated in accordance with LinkedIn’s professional community policies. Any content that is deemed not to align with these policies will be removed and/or reported. More info:
51 to 200 staff
Stronghold Investment Services
Stronghold is a boutique, Brisbane based, commercial property investment manager. We’ve been helping our clients optimise their commercial property investment goals since 2013. Headquartered in Brisbane, Queensland, Stronghold is part of The Graystone Group, a fully integrated suite of complimentary property businesses, with expertise in funds management, development, construction and property management. Our team of property professionals provide access to a suite of complimentary services, which are built around a core investment philosophy and focused by our specialisation in business precincts. Since our inception in 2013 we have successfully created 15 investment trusts and currently have over $250m in assets under management. Investing in commercial property can be complex, but we endeavour to make it seamless. Stronghold’s signature investment framework allows wholesale investors to pool equity, purchase larger properties, enjoy economies of scale and access to in-demand assets. We believe that commercial property investments are a smart way to enhance your financial future, and we’re also intentionally invested in the future of Australia’s business community. Our ongoing focus on the creation of innovative commercial precincts, in South East Queensland and beyond, allows us to deliver value for our clients and the wider community alike. Stronghold Commercial Investments Pty Ltd ACN 641 471 570 Corporate Authorised Representative No. 1282300 of AFSL 480957 and No. 1282299 of AFSL 508424
11 to 50 staff
Harbour Credit Partners
HCP is a fund of funds credit investment vehicle providing liquidity solutions to a number of loan mangers and originator platforms across Australia. HCP has an experienced team of financial experts dedicated to optimizing investment strategies and delivering value to our clients. Our mission is to create tailored credit investment solutions that meet the unique needs of our partners.
1 to 10 staff
Lucerne Alternative Investments Fund
Lucerne Alternative Investments Fund (LAIF) is a leading, award winning alternative investments strategy. LAIF offers investors access to a liquid, actively managed global alternative investment, targeting absolute returns with half the volatility of equity markets.
1 to 10 staff
Upscale Farmland Funds
A fund manager creating climate resilient, investable farmland For more information, see
1 to 10 staff
James And Diana Ramsay Foundation
The James and Diana Ramsay Foundation was established in 2008 by Diana Ramsay AO. Our purpose is to honour the legacy of the founder, Diana Ramsay AO and her husband James Ramsay AO and their spirit of generosity. We aim to impact the lives of many people by fostering excellence in the arts, health innovation, and programs for young people. Our Mission Guided by our purpose, we will- Champion a robust arts sector, increase accessibility to the arts and create career pathway opportunities - Encourage opportunities to explore and progress health innovations - Support programs which promote wellbeing and resilience in young people The James and Diana Ramsay Foundation takes a strategic approach to grant making. Through long-term, trust based relationships with our grant partners, we aim to have effective impact with our investments to facilitate change, create opportunities, and strengthen organisations and services to the community.
1 to 10 staff
Capstone Funds
The Capstone Income Fund is a debt fund with a diversified portfolio of registered mortgages over Australian property assets. Capstone’s team are experienced fund managers and have developed extensive commercial arrangements and relationships within the Australian investment loan industry. They have a strong track record of deploying capital into high quality investment loans secured against Australian real estate assets, providing strong and consistent risk-adjusted returns for their investors.
11 to 50 staff
Tim Fairfax Family Foundation
The Tim Fairfax Family Foundation exists to provide support to rural, regional, and remote communities in Queensland and the Northern Territory, who face particular challenges stemming from their geographical isolation. The values connectedness, resilience, futureproofing and leadership efforts, and supports organisations, initiatives, and endeavours which strive to cultivate and reinforce these qualities within our communities. We focus on organisations and initiatives that are locally driven, encourage diversity, strengthen community, and involve collaboration between both private and public sector partners.
1 to 10 staff
Fawkner Property
Fawkner offers property funds weighted towards non-discretionary sectors to provide investors a reliable, monthly income stream. We have surpassed $3 billion in Assets Under Management.
11 to 50 staff
Wellkins
We are a dynamic and innovative investment company that offers a range of opportunities for everyone. We offer a diverse range of investment opportunities for all type of investors. Beyond investment, we allow you to diversify your portfolios and tap into emerging markets and technologies. With thorough due diligence, Wellkins Capital provides investors with the tools and resources to grow their wealth and maximize returns.
51 to 200 staff
Yitpi Foundation
The Yitpi Foundation was established as a Private Ancillary Fund in 2009 to encourage and promote research and education in the fields of crop science, particularly in relation to the wheat industry in southern Australia; and the studies of the linguistics and culture of Australian Aboriginal people, particularly in relation to land usage. The name Yitpi is a Kaurna word for seed or soul.
1 to 10 staff
Legacy Equity
Founded by Jerry Huang, Legacy Equity House is a private family office built on decades of entrepreneurial success, with a mission to empower the leaders of future generations and create legacies that transcend time. Guided by Jerry’s belief that everyone is born with a good heart (), Legacy Equity House stands on three core pillars — Legacy Equity Capital, Legacy Equity Partners, and Legacy For Good — each serving a distinct purpose: business, people, and philanthropy. Whilst Legacy Equity Capital focuses on building prosperity by investing in the leaders of future generations, Legacy For Good embodies the philanthropic heart, dedicated to giving back to communities — both supported by Legacy Equity Partners, a team of professionals inspired by Jerry’s vision and leadership.
11 to 50 staff
Antony Kidman Foundation
The Antony Kidman Foundation is a private not-for-profit philanthropic organisation dedicated to improving mental health outcomes for young people by supporting the important work of The Kidman Centre, UTS, a clinical research facility of the University of Technology, Sydney (UTS). The Kidman Centre, UTS is an internationally recognised treatment and clinical research centre located within the Prince of Wales hospital in Randwick, NSW and is dedicated to the understanding, prevention and reduction of mental health problems in young people aged 5 to 25 and enabling their families to provide support. Professor Antony (Tony) Kidman AM (1938-2014) was a man of grand passions: war historian, scientist, singer, lover of performing arts and fitness enthusiast. He established the Centre to focus on the mental health of young people as the importance of early intervention in mental illness came to light.
1 to 10 staff
Enviroinvest Pty Ltd
We intend to turn nature into its own asset class
1 to 10 staff
Abbott Native Title Trustees
We specialise in offering trustee management services tailored to suit your requirements. We work either as trustees ourselves or alternatively we provide services to organisations in their role as trustees. Abbotts are based in Perth, Western Australia however we work with clients Australia wide. Through our Paperbark Corporation Service, we provide a wide range of services to Aboriginal and Torres Strait Islander Companies (ASIC) and Corporations (ORIC). This includes using our knowledge to assist in the management of aboriginal trust funds.
11 to 50 staff
Rosevilla Group
Rosevilla Group is a premier investment holding company with a strong presence across India, Asia, and Australia. We specialize in diversified alternative investments, identifying high-potential opportunities in fast-growing and sustainable sectors. By leveraging our extensive industry expertise, we creatively structure innovative deals, execute them responsibly, and actively manage assets to ensure optimal performance until exit.
11 to 50 staff
