Our corporate offering provides extensive access to a wide range of investment management solutions, including private market and private debt opportunities, IPOs, placements, capital raising, and a variety of ad hoc corporate services. Our comprehensive approach to corporate finance ensures our clients can access the resources they need to achieve their financial objectives.
Fee-for-services investment management solutions for established corporate and institutions
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Customisable corporate and institutional offerings putting you in control
We work in partnership with institutions
Our comprehensive solutions across key sectors are designed to enhance the efficiency of financial advisers and practice managers. By streamlining advice and investment management processes, we help our clients scale their businesses with ease.
Financial advisers and practice managers looking to grow through M&As can be guided by our specialist team on the end-to-end process on key strategic and financial issues including financial and legal due diligence and report, debt and equity financing, investment management, restructuring, and financial technology to best navigate their practices after an acquisition or a merger.
Our fee-for-service investment management and customisable wealth management solutions can be tailored for the advisers or practices who need that extra hand with portfolio construction and management. Given that we are experienced advisers and wealth managers, we are always sharing knowledge and experiences within our exclusive community so our advisers can focus more on caring for their clients. Contact our distribution team and find out how we can help you expand your service offering to implement an investment management arm with research and professionally managed investment management capabilities.
B. Moses Asset Management and B. Moses Securities can assist with the purchase and sale of any shares- Australian Shares, International Shares, ETFs, LICs, and others. With our extensive range of offerings and exposure to multiple platforms and investment technologies, shares executions can be completed for our advisers on the ASX and other developed and emerging markets exchanges.
Working in partnership with proprietary platforms and technology providers, we help advisers stay ahead of the curve with progressive ideas and insights to create efficiencies leading to positive transformation and better long-term client service. With a simplified new approach to advisory, investment management, and compliance, we empower advisers to navigate the challenges of today and harness the opportunities of today and tomorrow.
BMAM Private Market Investment (PMI) opportunities can offer High-Net-Worth (HNW) advisers and investors a different way of driving value from their overall portfolio outside the publicly traded markets. With PMI placements, we have adopted a long-term risk management framework, focusing on delivering outperformance on an absolute and risk-adjusted return basis. Private market investments (PMIs) include real private assets like infrastructure, healthcare and property projects, FinTech, Technology, and private debt funds.
Additional Services & Access:
- Choice of Cash Management Accounts (CMA)
- Spread of Professional Investment Managers (in-house investment managers)
- Professionally Managed Portfolios
- Unlimited access to Shares and ETFs across established and emerging global exchanges, including the ASX.
- Personalised Managed Accounts
- 24/7 digital access and regular reporting of investment holdings, performance, tax positions, and corporate actions.
Domestic and International Portfolios
Working with proprietary global investment platforms, B. Moses provides clients easy and unlimited access to the Australian and international equities markets and ETFs across major global exchanges, including the ASX.
The trading team at BMAM and BMS consists of highly experienced equities advisers specialising in mid-tier and large-cap companies on the ASX. In this specialised area, BMAM and BMS operate derivatives strategies, including equity and index options that generate income and provide hedging for portfolios and speculation.
Equity Capital Markets (ECM)
The BMAM and BMS team has assisted listed and unlisted companies in raising capital through private equity and placements.