La Trobe Financial: Best Investment Management Team Australia 2024

La Trobe

With AUM of A$18bn, this highly disciplined investment team ensures that La Trobe Financial maintains, with distinction, its position as one of Australia’s dominant asset managers. The firm traces its legacy back over seventy years and has funded customers to the tune of A$34bn. Its investors include major institutions, the big domestic banks, family offices, high net worth individuals and retail investors. The team operates the largest retail credit Fund in Australia which recently passed the A$10bn milestone. La Trobe Financial, passionate about ESG, is committed to safer communities, creating employment, and serving the underserved. Its values are trust, excellence, accountability, and making a difference. On 1 December 2023, La Trobe Financial announced its new global asset management strategy, designed to bring the best of the world’s alternative investment opportunities to Australian investors. The first global product to launch was a US Private Credit strategy with Morgan Stanley. “We worked very closely with Morgan Stanley over the last two years in designing this strategy, ensuring we are getting it right for Australian investors “. According to CIO, Chris Paton, “the strength of our distribution footprints and asset management operations are recognised globally, reflected by this tremendous award, our partnership with Morgan Stanley and the growing number of our global asset management counterparts seeking to work with us in Australia.” La Trobe Financial is known for its quality offerings and Paton is always happy to be on the road talking to investors and advisors. The judging panel comments that, “year-by-year, this outstanding repeat winner has a great story of tell of exciting new developments.” Without hesitation, La Trobe Financial takes the 2024 award for Best Investment Management Team (Australia).