B. MOSES ASSET MANAGEMENT

More About Our Expertise

Who We Are

Who We Are

More About Our Expertise

Leadership

Built on trust, Industry Experience and integrity

Edit Content

B. Moses is a diversified Australian asset management group delivering market-leading wealth management and investment management services to our broader client base. Our robust financial services solutions combine market research, integrated financial services, and deal-making expertise to help our clients further diversify their portfolios from conventional passive investments. 

The diversity of our operations brings to Australian investors, financial advisers, and financial institutions bespoke high-conviction solutions valued by execution and performance. Our clients rely on our expertise to coordinate our diversified resources to provide them with outstanding ongoing advisory services, investment management, and wealth management services. This includes providing direct access to all securities listed on the Australian Securities Exchange (ASX), the National Stock Exchange of Australia (NSX), and over 35,000 securities across 30 exchanges – including the NASDAQ, NIKKEI, and more.

Access the BMAM Mainstreet Portfolio Fact Sheet

The Growth Portfolios attract healthy Stocks with an attractive Return on Equity (RoE), low debt, Earnings Growth, and Earnings Stability across all sectors. 

  • BMS International Plus – Suitable for investors with a ‘Growth or High Growth’ risk profile
  • BMS Australian Balanced Plus – Suitable for investors with a ‘Balanced’ risk profile
  • BMS High Conviction Growth – Suitable for investors with a ‘High Growth’ risk profile

The Exchange Traded Fund (ETF) Portfolios cover local and International ETFs designed to either track or outperform an Index. Our ETF coverage is updated monthly and is helpful for an investor looking for a passive investment over the medium to longer term.

BMS Australian Income – Suitable for investors with a ‘Conservative’ or Moderate’ risk profile. The Income Portfolios consider listed companies:

  • In good financial condition.
  • Substantial dividend yield.
  • Moderate P/E.
  • Moderate Price/Book.
  • Manageable debt.
  • A healthy balance sheet.

BMAM Private Market Investment opportunities can offer HNW investors a different way of driving value from their overall portfolio outside the publicly traded markets. With private asset placements, we can actively manage the investment risk and focus on delivering sustainable performance on an absolute and risk-adjusted return basis over the long term. Private market investments (PMIs) include placements into investments like infrastructure, healthcare and property projects, FinTech, Technology, and private debt.

Edit Content

With our integrated financial services and funds management offering, we take a holistic approach to meet the diverse needs of our clients and co-investors.

As one of Australia’s few diversified full-service financial institutions, we have a long-established commitment to implementing responsible and sustainable money management disciplines to balance investment opportunity cost, risk, and performance matrices to achieve a desirable outcome for investors.

Clients rely on our integrated financial services expertise to manage their financial affairs. Our commitment to our clients is to provide solutions to assist in growing, producing stable income, preserving, and/or protecting their wealth. Our fiduciary duty to clients ensures we first seek to understand their unique objectives and risk appetites as part of our consideration of managing their wealth management affairs. The quality of our services is dedicated to building strong partnerships and long-term relationships, giving you the confidence you seek from your asset managers.

When Investing for Income

We work on developing a solid understanding of your income needs. We have embedded sustainable income generation strategies within our robust investment framework to help enhance cashflow and retirement outcomes for our clients.

We take on this responsibility and offer an extensive range of fixed-interest and alternative income products combined with advisory services to help our clients meet their ongoing passive income needs. The objective is to provide sustainable and realistic income generation solutions, ensuring clients can fully utilise their resources and reasonably sustain the lifestyle their assets can afford.

We have taken the necessary steps to develop sustainable and improved retirement income strategies to help you navigate your lifestyle and financial activities. As part of our commitment to our clients and our industry, BMAM will continue to assess, develop and improve our income-producing strategies, and implement them effectively in the best financial interests of our clients.

Edit Content

Impact investing is a general investment strategy seeking to generate financial returns while creating a positive social or environmental impact.

B. Moses values ESG projects with a unique selling proposition that displays robust scalability and returns. We provide access to co-investors and capital partners that can take funding positions in our strategic partnership projects. We create social impact financial products to support private entrepreneurs, public-private partnerships, and government projects in Australia and emerging economies to create value and build great companies. These initiatives are dedicated to bringing specific projects with social impact benefits to life. Delivery is bespoke through utilising Special Purpose Vehicles (SPVs) and structured products through Alternative-Fixed Income Funds, Social Impact Funds, and Energy and Global Commodities Funds.

Alternative-Fixed Income Fund

Diversified Social Impact Fund 

Energy & Global Commodity Fund

B. Moses has a strong sense of commitment to corporate social responsibility and takes on the duty to positively serve the people and communities we operate within as a whole. Through economic cooperation, we envision making a positive impact on the world.

We consider investing in companies, assets, or commercial projects that are financial return focused but socially and environmentally beneficial. We listen, we independently assess and structure each transaction, we become strategic project partners or investors, and we actively participate in the execution of each project.

We can partake in or lead projects in diverse industry sectors, including developing commercial facilities and utilities that provide essential services to communities in Australia and emerging markets. This can include airports, roads, seaports, railways, hospitals, education facilities, water supply, large-scale agriculture systems, housing, manufacturing facilities, gas and electricity, and telecommunications facilities. We invest in a mix of different asset types, including diversifying into sectors such as financial services and FinTech, where they meet our social impact mandate.

Edit Content

BMAM Private Equity (PE) Division is a multi-strategy asset management team and the alternative investment arm of BMAM. The division raises capital from the market by providing a diversified set of non-traditional private equity, alternative growth, and alternative fixed income solutions for wholesale and institutional PE investors. 

BMAM PE Division operates hybrid private equity and private debt strategies diversified across almost all asset classes, industries, and sectors. The division selectively invests in transactions utilising debt and private equity structures. BMAM PE Division invests in senior debt, subordinated debt, mezzanine debt, and private equity investment in late-stage IPOs, growth equity, acquisitions, control private equity, infrastructure, real estate, and other alternative assets. 

INVESTMENT & INVESTOR TYPE:

Investment size: $10m Min – $50m Max.

BMAM PE Division typically looks to invest between $10m and $50m in a single deal. This is a guide only, and we can go outside these limits for the right project. The division does not invest in convertible notes.

PE Investment

Private Debt

Balance Sheet Test

BMAM PE Division raises capital from institutional investors, wholesale investors, advisers, and family offices and invests in strategic assets or corporations that are fast-growing or matured. BMAM PE Division will consider investments in public (listed) and private (unlisted) companies. All PE investments must meet specific eligibility criteria for funding to form part of our PE asset allocation. 

Debt investors can benefit from our private debt expertise with exposure to secured and unsecured debt investments. BMAM is usually the primary issuer, and we negotiate the terms and provide debt solutions directly to corporate and non-traditional borrowers. BMAM does not participate in a secondary transaction that involves acquiring debt from another party.

BMAM PE Division is mandated to generate outperformance in the alternative growth and alternative fixed income market investing in private equity and private credit investments. Our PE strategy adopts a conservative approach to balance sheet management, ensuring our partners can meet collateral asset tests and other PE matrices before committing our PE capital. 

Edit Content

Do-it-yourself (DIY) investing or self-directed investing is an investment approach where the investor chooses to build and manage their investment portfolio. They do so without utilising the expertise of specialist professional services such as a stockbroker, investment adviser, or financial planner. 

DIY investing is very popular with investors seeking to control their financial affairs with low to midsize portfolio balances held personally or in an entity the investor controls. Generally, DIY investors seek general advice and professional services from specialist advisers in the form of stock reports and other market data to aid their self-directed investment decisions. 

Wholesale and Institutional DIY investors can independently access our bespoke wholesale strategies through self-directed solutions investing in Alternative Fixed Income, Social Impact Funds, and Energy and Global Commodity Fund. 

For direct access, the minimum deal size is AUD 25 million. B. Moses can process small parcel investments under $25 million through syndicate trust SPVs. Under a syndicate investing approach, a group of DIY investors with common interests can pool their capital to invest in deals through SPVs. B. Moses can facilitate the transaction for this group of investors. When you subscribe to a syndicate trust with us, an investor will receive exclusive invitations to transactions or projects you can choose to invest in on a deal-by-deal basis. Joining a B. Moses Asset Management syndicate trust can be flexible as there is no commitment to investing in any specific transactions. 

For equities market DIY services, we have partnered with Stock Specialist to provide general advice on DIY services to self-directed investors. DIY investors can subscribe to this offer for recommendations on well-researched stock reports giving guidance and comfort in knowing when to Buy, Hold and Sell. DIY investors can access local and international market research covering indices, Equities, Forex, Futures, and Bonds, all at your fingertips while keeping it very simple.

Edit Content

B. Moses Asset Management provides commercial deal-making services across diverse industry sectors to the Australian SME market. Our deal-making expertise is guided by a conservative approach to risk management and a strong sense of responsibility to our partners, co-investors, and clients.

We believe in developing and fostering long-term strategic relationships and partnerships. Our deal-making services provide personalised corporate advisory and execution services in specialist areas such as M&As, strategic partnerships, portfolio construction, private market opportunities, asset management, and capital raise.

Our team aims to deliver consistent performance with risk-adjusted strategic investment opportunities to our partners and investors via a series of vehicles that can be personalised to a broad range of requirements.

We can be flexible and commercial with our unique deal-making execution capabilities. We are always sharing knowledge and experiences within our exclusive community so our partners, co-investors, and clients can focus more on what matters most to them. 

ABOUT US

B. Moses is a diversified Australian asset management group delivering market-leading wealth management and investment management services to our broader client base. Our robust financial services solutions combine market research, integrated financial services, and deal-making expertise to help our clients diversify their portfolios from conventional passive investments. 

The diversity of our operations brings to Australian investors, financial advisers, and financial institutions bespoke high-conviction investments valued by execution and performance. Our clients rely on our expertise to coordinate our diversified resources to provide them with outstanding ongoing advisory services, investment management, and wealth management services. This includes providing direct access to all securities listed on the Australian Securities Exchange (ASX), the National Stock Exchange of Australia (NSX), and over 35,000 securities across 30 exchanges – including the NASDAQ, NIKKEI, and more from a single, intuitive solution.

FUNDS MANAGEMENT
We are committed to helping our clients achieve their financial goals. As one of Australia’s few diversified financial services institutions, we are committed to helping our clients manage their money responsibly and sustainably.

BMAM provides integrated asset and wealth management services to help clients grow, produce stable income, and preserve and protect their wealth.

IMPACT INVESTING

Impact investing is a general investment strategy seeking to generate financial returns while creating a positive social or environmental impact.

B. Moses values ESG projects with a unique selling proposition that displays robust scalability and returns. We provide co-investors and capital partners access to take funding positions in our strategic projects.

We create social impact financial products to support private entrepreneurs, public-private partnerships, and government projects in Australia and emerging economies to create value and build great companies. These initiatives are dedicated to bringing specific projects with social impact benefits. Delivery is bespoke through utilising Special Purpose Vehicles (SPVs) and structured products through Alternative-Fixed Income Funds, Social Impact Funds, and Energy and Global Commodities Funds.

PRIVATE EQUITY

BMAM Private Equity (PE) Division is a multi-strategy asset management team and the alternative investment arm of BMAM. The division raises capital from the market by providing a diversified set of non-traditional private equity, alternative growth, and alternative fixed income solutions for wholesale and institutional PE investors.

BMAM PE Division operates hybrid private equity and private debt strategies diversified across almost all asset classes, industries, and sectors. The division selectively invests in transactions utilising debt and private equity structures. BMAM PE Division invests in senior debt, subordinated debt, mezzanine debt, and private equity investment in late-stage IPOs, growth equity, acquisitions, control private equity, infrastructure, real estate, and other alternative assets. 

DIY INVESTING

Do-it-yourself (DIY) investing or self-directed investing is an investment approach where the investor chooses to build and manage their investment portfolio. They do so without utilising the expertise of specialist professional services such as a stockbroker, investment adviser, or financial planner. 

DIY investing is very popular with investors seeking to control their financial affairs with low to midsize portfolio balances held personally or in an entity the investor controls. Generally, DIY investors seek general advice and professional services from specialist advisers in the form of stock reports and other market data to aid their self-directed investment decisions. 

Wholesale and Institutional DIY investors can independently access our bespoke wholesale strategies through self-directed solutions investing in Alternative Fixed Income, Social Impact Funds, and Energy and Global Commodity Fund. 

DEAL MAKING EXPERTISE 

B. Moses Asset Management provides commercial deal-making services across diverse industry sectors to the Australian SME market. Our deal-making expertise is guided by a conservative approach to risk management and a strong sense of responsibility to our partners, co-investors, and clients.

We believe in developing and fostering long-term strategic relationships and partnerships. Our deal-making services provide personalised corporate advisory and execution services in specialist areas such as M&As, strategic partnerships, portfolio construction, private market opportunities, asset management, and capital raise. Our team aims to deliver consistent performance with risk-adjusted strategic investment opportunities to our partners and investors via a series of vehicles that can be personalised to a broad range of requirements.

We can be flexible and commercial with our unique deal-making execution capabilities. We are always sharing knowledge and experiences within our exclusive community so our partners, co-investors, and clients can focus more on what matters most to them. 

Equities Research

BMAM's team of experienced researchers offers a timely analysis of the broader equities market and trade ideas to support the activities of our investment managers. The division covers domestic and international markets, including macroeconomic strategy, equity strategy, individual company research, sector overviews, and technical analysis.

Investment Management & Portfolio Services

At BMAM, we provide personalised portfolio management services tailored to our clients' needs and risk profiles. We strive to build long-term, sustainable relationships with our investors, offering transparency, consistency and accountability. Our advisers can optimise our strategies and portfolio services to meet the needs of both growth and income investors, giving you the stability and peace of mind you need.