Bringing investment management, governance and distribution together through one integrated financial services platform.
One Integrated Platform. Multiple Institutional Capabilities. Supporting the Complete Investment Lifecycle.
Institutional investment solutions require more than investment expertise alone. They rely on disciplined governance, operational infrastructure, regulatory oversight and effective distribution working together to support investors, investment managers and financial institutions.
Our integrated operating model brings these capabilities together through specialist businesses that support the establishment, management, governance and distribution of investment solutions across wholesale and retail markets.
One Integrated Platform
The B. Moses Group combines specialist businesses across investment management, capital markets, governance, financial advice and professional services, allowing clients and investment partners to access complementary capabilities through a single coordinated group.
Each business performs a distinct role while working together to support the complete investment lifecycle.
Investment Management
B. Moses Asset Management: B. Moses Asset Management is the Group’s investment manager, responsible for investment research, portfolio construction and ongoing investment management across managed funds, managed portfolios and alternative investment strategies.
Its disciplined investment approach combines research, active portfolio management and long-term investment thinking across traditional and alternative asset classes.
Capital Markets & Investment Infrastructure
B. Moses Capital Markets: Operating under the Australian Financial Services Licence of B. Moses Investment Management Pty Ltd (AFSL 561673), B. Moses Capital Markets provides the operational infrastructure supporting the Group’s wholesale investment platform.
Its capabilities include wholesale managed investment schemes, managed discretionary accounts (MDAs), trustee services, incidental custody, portfolio administration and investment implementation.
Securities Trustee Services
B. Moses Securities:
B. Moses Securities provides Securities Trustee services for selected investment structures within the B. Moses Group, supporting security administration, trustee oversight and the effective operation of secured investment arrangements.
Working alongside the Group’s broader governance framework, these services help support the administration of selected secured investment strategies throughout the investment lifecycle.
Governance, Risk & Compliance
Compliance Risk Services: Strong investment businesses require effective governance. Compliance Risk Services provides governance, risk and compliance solutions designed to help regulated organisations strengthen operational controls, manage regulatory obligations and build sustainable governance frameworks.
Supported by experienced practitioners and assurance-led technology, CRS helps organisations connect governance with day-to-day operations, enabling businesses to remain regulator-ready while improving accountability, oversight and operational execution.
Financial Advice & Distribution
B. Moses Investment Services: B. Moses Investment Services is the Group’s licensed financial advice and wealth management business, providing strategic financial advice, investment solutions and insurance services to retail and wholesale clients.
Through its adviser network and professional relationships, BMIS supports the distribution of investment solutions while helping clients integrate investments into broader financial and wealth management strategies.
Professional Services M&A
Growth is not always achieved organically.
The Group partners with financial advice businesses, accounting firms, mortgage brokers, insurance businesses and specialist professional services firms seeking succession, strategic growth or long-term partnership.
Our experience integrating professional services businesses enables us to structure transactions that preserve client relationships, support staff and create long-term value for all stakeholders.
Supporting the Investment Lifecycle
Every investment solution requires a combination of investment expertise, governance and operational capability.
The B. Moses Group supports each stage of the investment lifecycle through a coordinated operating model that brings together specialist expertise across investment management, trustee services, governance, responsible entity services and financial advice.
This integrated approach provides clients and investment partners with a single platform capable of supporting investment strategies from initial structuring through to ongoing management, governance and investor distribution.
Who We Work With
Our institutional investment solutions support a broad range of clients and investment partners, including:
- Investment Managers
- Financial Advisers
- Responsible Entities
- Family Offices
- Wholesale Investors
- Institutional Investors
- Professional Services Firms
- Corporate Clients
