Mark Thorpe-Apps

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Prudential Investment Services Corp. Pty Ltd. provides investment advisory services. The private company is based in Sydney, Australia.

Yarra Funds Management Ltd. (YFM) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 2017 after a management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates. They are a subsidiary of Yarra Capital Management Holdings Pty Ltd. YFM offers a range of actively managed fundamental equities, fixed income and multi-asset capabilities. Their fixed income capabilities provide clients with access to multi-asset and hybrid strategies.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Société Générale SA (UK) (Société Générale UK) is the Great Britain-based brokerage division of Societe Generale SA (XP: GLE, ADR: SCGLY) in France. Headquartered in London, Société Générale UK was founded in 1993 and provides broking services.

Charter Hall Property Securities Management Ltd. (Charter Hall) is the investment management subsidiary of Charter Hall Group (ASX: CHC) in Australia. Headquartered in Sydney, Charter Hall manages real estate securities.

Eiger Capital Pty Ltd. is an independent investment management firm headquartered in Sydney, Australia. The firm was founded in 2019 by Victor Gomes, Stephen Wood and David Haddad. Eiger Capital manages the Eiger Australian Small Companies Fund for various types of investors.

Selector Funds Management Ltd. (Selector) is an independent fund manager headquartered in Sydney, Australia. The firm was founded by Tony Scenna and Corey Vincent in 2002. Selector manages wholesale and retail funds for sophisticated and professional investors.

Part of Principal Financial Group, Inc., Bankers Trust Australia Group is an Australian company that provides investment services. The company is located in Australia. Bankers Trust Australia Group was acquired by Principal Global Investors LLC from Deutsche Bank AG on August 31, 1999 for $1,361.73 million.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients.

TAB Ltd. provides entertainment services. It specializes in the wagering, media, and gaming business. The company's media segment includes the national and international broadcasting of racing and sporting events. It conducts wagering services under its RaceTAB and SportsTAB banners. TAB was founded in 1964 and is located in Ultimo, Australia

CBA New Digital Businesses Pty Ltd. is a venture building Australian company that aims to launch 25 digital businesses by 2024. The private company is based in Sydney, Australia, and has subsidiaries in Australia. The company partners with experienced entrepreneurs to provide them with support, guidance, and access to their customer base and distribution networks. Through this, they are reshaping the banking industry. The CEO of the company is Toby Norton-Smith.

Part of Vistra Group Ltd., NZGT Holding Co. Ltd. provides trustee services. The company is based in Auckland, New Zealand. NZGT Holding Co. was founded in 2010. NZGT Holding Co. was acquired by Tricor Holdings Ltd., a SUB of Vistra Group Ltd. from Complectus Ltd. on November 25, 2021.

Complectus Ltd. provides investment services. The company was Founded by Andrew Barnes and is headquartered in Auckland, New Zealand.

The New Zealand Guardian Trust Co Ltd. provides professional trustee services to corporate, personal and philanthropic clients across New Zealand. It acts as a trustee for debt and note issuance, unit trusts, superannuation schemes, KiwiSaver schemes, and securitization programs. The firm also acts as an escrow agent services for mergers and acquisitions, project financing, private equity, capital market transactions, liquidations and workouts, court case settlements, and intellectual property. The company was founded in 1882 and is headquartered in Auckland, New Zealand.

Gymnastics Australia is an Australian nonprofit company located in Melbourne that provides gymnastics coaching services.

H2ocean Ltd. engages in the portfolio management and services. It aims to deliver capital growth to investors over the medium to long term; and provide an investment alternative to traditional equities through a diversified portfolio of typically privately held Fintech Ventures. The company was founded by Ben Heap and Tony Heap and is headquartered in Sydney, Australia.

H2 Ventures Pty Ltd (H2 Ventures) is a venture capital and accelerator firm founded in 2013 by Ben Heap and Toby Heap. The firm is headquartered in Sydney, Australia.