B. Moses Asset Management (BMAM) sits at the centre of the Group’s investment activities, developing investment products, managing funds and model portfolios, and shaping the strategic direction of its broader investment capabilities.
Investment Management & Strategy Development
Investment management is where the B. Moses story began. Built on the belief that investment strategies should serve the long-term objectives of the people and investors behind them, the Group has evolved into a broader financial services platform spanning private wealth, capital markets, regulatory compliance and risk management, trustee services and institutional investment solutions. Today, BMAM remains at the centre of the Group’s investment activities, shaping investment strategy, developing products and managing portfolios across public and private markets.
Research & Ideas
Strategy Development
Portfolio Construction
Investment Management
Ongoing Oversight
Our Role Within the B. Moses Group
Turning Investment Expertise Into Investable Solutions
BMAM provides the investment management capability behind the Group’s funds, model portfolios and broader investment offering.
This enables investors to access professionally managed strategies across public and private markets through structures suited to different investment objectives and investor requirements.
These solutions extend across managed accounts, wholesale funds and retail investment solutions, connecting BMAM’s investment expertise with the broader capabilities of the Group.
Our Investment Philosophy
Disciplined Investing Across Markets
Investment opportunities can emerge across different markets, asset classes and economic cycles.
Our approach considers the source of potential return, the risks involved and the role each investment may play within a broader portfolio. Rather than considering opportunities in isolation, investments are assessed against the objectives and characteristics of the relevant strategy.
This provides a disciplined framework for building and managing portfolios across changing market environments.
Investment Capabilities
Across Public & Private Markets
Equities
Australian and international equities, ETFs and selected listed-market opportunities.
Fixed Income
Government and corporate securities, floating-rate investments and traditional and alternative income strategies.
Private Credit
Private lending strategies across secured property, corporate and other credit opportunities.
Alternative Investments
Selected opportunities across private equity, infrastructure, commodities, real assets and other alternative markets.
Emerging Markets
Selected investment opportunities across developing markets where specialist knowledge, relationships and market access can broaden the investment universe.
Multi-Asset Strategies
Combining asset classes and investment strategies according to defined portfolio objectives and risk parameters.
Funds Management
Investment Strategies Through Dedicated Funds
BMAM manages investment funds designed to provide eligible investors with access to defined investment strategies across selected public and private markets.
Depending on the mandate, strategies may provide exposure to private credit, fixed income, private equity, commodities, infrastructure, equities or diversified portfolios.
Each fund is managed in accordance with its investment mandate, objectives and governing documents.
Model Portfolios
Professionally Managed Portfolio Strategies
BMAM manages model portfolios designed around different investment objectives and risk profiles.
Each portfolio brings together asset allocation, investment selection and ongoing portfolio management within a defined strategy, with portfolios monitored and adjusted where appropriate as markets and investment opportunities evolve.
Explore Managed Portfolios →
The Broader Group
Connected to Broader Capabilities
BMAM operates within the broader capabilities of B. Moses Group, allowing investment management to connect, where appropriate, with private wealth, capital markets, trustee services, regulatory compliance and risk management, and institutional investment solutions.
This broader platform provides complementary expertise and infrastructure that can support selected investment strategies and structures throughout their lifecycle.
Explore B. Moses Group →
Growth & Evolution
The Group continues to expand its capabilities through organic development and strategic investment in complementary businesses. This approach strengthens the broader platform surrounding investment management while supporting the Group’s long-term development.
Explore Growth & Acquisitions through Adviser Partnerships →
Who We Support
Supporting a Broad Investor Base
BMAM’s investment capabilities support:
Individuals & Families | HNW Investors | SMSFs | Family Offices | Financial Advisers | Wholesale Investors | Institutional Investors
Investment availability, eligibility and applicable risks vary between strategies and investment structures.
Governance & Oversight
BMAM operates within the governance and regulatory framework applicable to its investment management activities. Depending on the investment structure, additional oversight and support may be provided through trustees, custodians, administrators, compliance specialists and other independent service providers.
Investing With Purpose. Built for the Long Term.
From its beginnings in investment management to its role within today’s broader B. Moses Group, BMAM remains focused on developing and managing investment strategies designed around clearly defined investor objectives.
