Supporting institutional, wholesale and sophisticated investors through investment structuring, fiduciary oversight and managed investment solutions.
Building institutional investment solutions.
B. Moses Capital Markets Pty Ltd (BMCM) is the wholesale investment platform of the B. Moses Group.
Operating under the Australian Financial Services Licence of B. Moses Investment Management Pty Ltd (AFSL 561673), BMCM provides the operational, fiduciary and investment infrastructure supporting the Group’s wholesale managed investment schemes, managed discretionary account (MDA) solutions and institutional investment capabilities.
Our role is to provide investors, advisers and institutional partners with a robust platform that brings together governance, custody, investment execution and portfolio administration under one coordinated framework.
What We Do
We provide the trustee, fiduciary and operational infrastructure supporting the B. Moses Group’s wholesale investment platform.
Our capabilities include trustee and fiduciary oversight, incidental custody arrangements supporting the Group’s wholesale investment products, wholesale managed investment structures, investment administration and institutional investment solutions. Through the licensing framework of B. Moses Investment Management Pty Ltd (AFSL 561673), the Group also provides Managed Discretionary Account (MDA) services.
We facilitate integrated cash management, payment and investment settlement solutions through trusted third-party financial infrastructure, supporting the efficient administration of investment portfolios and wholesale investment structures.
Trustee & Fiduciary Services
Strong governance sits at the centre of every investment structure.
BMCM acts as trustee and fiduciary across the Group’s wholesale managed investment schemes, providing independent oversight of investment structures, investor administration and operational governance.
Our objective is to ensure each investment vehicle operates within a disciplined governance framework while maintaining efficient administration for investors and advisers.
Managed Investment Schemes
We support the establishment and operation of wholesale managed investment schemes designed for sophisticated and wholesale investors.
These investment structures provide access to a range of wholesale investment opportunities across the B. Moses Group, including private credit, private equity, alternative investments, infrastructure, structured investments and other specialist investment strategies, supported by disciplined governance and fiduciary oversight.
Managed Discretionary Accounts (MDA)
Through B. Moses Investment Management Pty Ltd (AFSL 561673), the Group provides Managed Discretionary Account (MDA) services, enabling professional portfolio management tailored to each client’s investment objectives and agreed investment program. The licence authorises MDA advice and dealing activities together with managed investment scheme and miscellaneous financial investment product authorisations relevant to MDA services.
This provides advisers and investors with professionally managed portfolios while maintaining transparency, governance and disciplined investment oversight.
Incidental Custody & Investment Administration
Protecting client assets requires disciplined governance and operational controls.
BMCM provides incidental custody arrangements supporting the Group’s wholesale investment products, together with trustee oversight and operational support throughout the investment lifecycle.
These services support the efficient operation of the Group’s wholesale investment structures while maintaining appropriate governance, fiduciary oversight and operational integrity. The Australian Financial Services Licence of B. Moses Investment Management Pty Ltd (AFSL 561673) includes an authorisation to provide custodial or depository services (other than IDPS).
Cash Management & Payment Solutions
Efficient cash management is an important part of modern investment administration.
We facilitate integrated cash account, payment and investment settlement solutions that support the efficient administration of investment portfolios and wholesale investment structures.
These services complement our broader investment platform by simplifying cash management, transaction processing and investment operations through trusted third-party financial infrastructure.
Institutional Investment Platform
Our platform has been designed to support the evolving needs of the B. Moses Group’s wholesale investment structures, together with advisers, family offices, wholesale investors and institutional partners.
Through one coordinated investment framework, we provide the governance, trustee oversight and operational infrastructure supporting wholesale managed investment schemes, managed discretionary account (MDA) solutions, incidental custody arrangements, portfolio management, investment administration and cash management capabilities across the Group’s investment platform.
Operating Under AFSL 561673
Operating under the Australian Financial Services Licence of B. Moses Investment Management Pty Ltd (AFSL 561673), BMCM provides the trustee, fiduciary and operational infrastructure supporting the Group’s wholesale managed investment structures, Managed Discretionary Account (MDA) capability and broader investment platform.
Our role is to provide investors, advisers and institutional partners with a coordinated framework that brings together governance, trustee oversight, incidental custody arrangements and investment operations in support of the Group’s wholesale investment solutions.
