Australia’s premier alternative asset manager this week announced that a milestone $20 billion in AUM has been reached.
This achievement comes on the back of a period of significant growth and transformation for the business since CEO, Mr Chris Andrews took the helm in 2022.
Speaking of the achievement, Mr Andrews stated “It has been an incredibly exciting time for the entire La Trobe Financial team. We are committed to delivering the highest quality investment offerings to our 100,000 investors. The rapid growth in AUM that we have experienced over the last two years is a testament to the hard work and dedication of our team and to the trust that our investors place in us. It’s an honour to lead a group of such outstanding professionals and to celebrate these milestones together.
As we continue to grow and release new products, we will remain committed to the principles of service and stewardship. We will also ensure we continue to offer the highest quality investment strategies and that we do so with a human-centric approach”.
The AUM number is not the only thing the company has to celebrate. Over recent months they have invested in upgrading digital processes, launched a new best in class website, placed two new marketing campaigns into market and launched a new global investment strategy and its first product, the La Trobe US Private Credit Fund.
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About La Trobe Financial
La Trobe Financial is Australia’s premier alternative asset manager and a proven and trusted investment partner for institutional and retail investors with c. A$20 billion AUM.
Established in 1952, La Trobe Financial has been building the wealth of its investors across seven decades through careful attention to quality, discipline and consistent performance across the economic cycle.
Today, La Trobe Financial manages assets on behalf of almost 100,000^ investors – including some of the world’s largest financial institutions – and 3,200 supporting financial advisers.
La Trobe Financial’s retail asset management business is spearheaded by the $10bn Credit Fund, the largest retail credit fund across Australia. Its flagship 12 Month Term Account has been recognised as “Best Credit Fund – Mortgages” for 15 consecutive years by Money magazine, and is consistently recognised as one of Australia’s fastest growing funds (per Rainmaker) across the Australian wealth management industry.
To find out more visit
www.latrobefinancial.com.au
La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL to operate managed investment schemes, place RMBS issuances, and provide credit services.
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321 and the La Trobe US Private Credit Fund ARSN 677 174 382. It is important for you to consider the relevant Product Disclosure Statement (PDS) before deciding whether to invest, or to continue to invest, in the fund. The PDSs and Target Market Determinations are available on our website.
^ Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.
La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385.
Past performance is not a reliable indicator of future performance.