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At A Glance
Premium non-bank, wealth manager & credit specialist

La Trobe Financial is a premium non-bank, wealth manager and credit specialist with over 65 years’ experience covering $21 billion of institutional and retail investment mandates.

Since 1952 we have continually proven our commitment to innovation, product quality and superior service. Our cause is to make a difference by creating wealth for our investing and borrowing clients, by improving their financial standing.

Established
6th August 1952  (wiki)
Head Office
Level 25, 333 Collins St, Melbourne Vic 3000
Other Offices
Employees
Over 380 employees
Products
  • Real Estate Credit (loans for property)
  • Fixed Interest & Investment Grade Credit
  • Funds Management
  • Insurance Services (CGU)
Operational Entities
La Trobe Financial Asset Management Limited

A public company (unlisted) responsible for the La Trobe Australian Credit Fund ARSN 088 178 321 the largest credit fund of its type in Australia. Holder of Australian Financial Services Licence (AFSL) 222213 and Australian Credit Licence (ACL) 222213.

La Trobe Financial Services Pty Limited

A private company responsible for managing our group wholesale term debt funding, staff employment, loan administration, Investment Management servicing and third party outsourcing. Holder of Australian Credit Licence (ACL) 392385.

La Trobe Financial Custody & Securitisation Services Pty Limited

A private company responsible for group cash management, capital market trusts and Residential Mortgage Backed Securities (RMBS) bond issuances. Holder of Australian Financial Services Licence (AFSL) 379454.

Auditor
KPMG
Compliance Auditor
KPMG
Legal Advisors
King & Wood Mallesons & Clayton UTZ
House Banker
Commonwealth Bank of Australia
Group Financials (FY18)
Revenue: A$234m (2017: $169m)
AUM: A$5.4b (2017: $3.4b)
Net Assets: A$142m (2017: $108m)
Profit: Available to Institutional Investors
Ownership
The group is 80% held by Blackstone Group L.P. and 20% our President & CEO.