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  • Who We Are
    Who We Are

    We are a financial services group bringing together investment management, private wealth and specialist financial services capabilities to support investors, individuals, families and financial services businesses across public and private markets.

    Values

    Our values centre on understanding our clients and investors, building enduring relationships, applying our expertise with discipline, and continually improving to pursue better long-term outcomes.

    More About Our Expertise
    Who We Are
  • What We Do

    What We Do​

    We develop and manage investment strategies, portfolios and financial products, provide financial advice, and structure investment and capital solutions designed around different objectives and opportunities.

    Ways We Help
    • Managed Portfolios
    • Tailored Investment Solutions
    • Fixed Income investing
    • Private Credit Investments
    • Equities Investing
    • Alternative Investments
    • Institutional Investment Solutions
    • Mergers & Acquisitions
    • Managed Portfolios
    • Tailored Investment Solutions
    • Fixed Income investing
    • Private Credit Investments
    • Equities Investing
    • Alternative Investments
    • Institutional Investment Solutions
    • Mergers & Acquisitions

    Our Initiatives 

    • B. Moses Asset Management
    • B. Moses Capital Markets
    • B. Moses Investment Services – Advice
    • BMS – Securities Trustee
    • Commodities Trading
    • OBRA Private Wealth
    • Portica Securities – SME Lending
    • Portica Private Debt Fund
    • B. Moses Asset Management
    • B. Moses Capital Markets
    • B. Moses Investment Services – Advice
    • BMS – Securities Trustee
    • Commodities Trading
    • OBRA Private Wealth
    • Portica Securities – SME Lending
    • Portica Private Debt Fund

    Investments, Private Credit, Portfolios & Private Wealth

     

    B Moses

    Helping you make informed financial and investment decisions.

  • Insights

    Insights & Education 

    Explore insights and educational resources designed to deepen your understanding of investments, financial markets and the decisions that can shape long-term outcomes.

    Impact Focused 

    • ESG Commitment
    • ESG Investing
    • Impact Investing
    • Sustainable Investing
    • ESG Commitment
    • ESG Investing
    • Impact Investing
    • Sustainable Investing

    Insights 

    • Investment Returns
    • Fixed Income Securities
    • Secured Debt Investing
    • Private Debt Investing
    • HNW Investment Market
    • Asset Protection
    • Capital Notes & Loan Notes
    • Role of Custodians
    • Investment Returns
    • Fixed Income Securities
    • Secured Debt Investing
    • Private Debt Investing
    • HNW Investment Market
    • Asset Protection
    • Capital Notes & Loan Notes
    • Role of Custodians

    Impact Investing, Debt Investing & Alternative Markets 

    Sophisticated investing
    Be guided by our specialist advisory and investment services.
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  • Who We Are
    Who We Are

    We are a diversified asset management firm providing comprehensive financial services, including investment and portfolio management, finance, debt, private equity, commodities, infrastructure, real estate, advisory, risk management, and wealth management.

    Values

    Our corporate values centre on cultivating enduring relationships, delivering tailored investment solutions with expert guidance, and generating financial returns aligned with our investors’ objectives.

    More about our expertise?

    B Moses

    Careers with B. MOSES

  • What We Do

    What We Do​

    We provide diversified wealth management services via a series of investment vehicles to private wealth financial advisers, professional investors, and sophisticated wholesale investors.

    Ways We Help
    • Managed Portfolios
    • Tailored Investment Solutions
    • Fixed Income investing
    • Private Credit Investments
    • Equities Investing
    • Alternative Investments
    • Institutional Investment Solutions
    • Mergers & Acquisitions
    • Managed Portfolios
    • Tailored Investment Solutions
    • Fixed Income investing
    • Private Credit Investments
    • Equities Investing
    • Alternative Investments
    • Institutional Investment Solutions
    • Mergers & Acquisitions

    Our Initiatives 

    • B. Moses Asset Management
    • B. Moses Capital Markets
    • B. Moses Investment Services – Advice
    • BMS – Securities Trustee
    • Commodities Trading
    • OBRA Private Wealth
    • Portica Securities – SME Lending
    • Portica Private Debt Fund
    • B. Moses Asset Management
    • B. Moses Capital Markets
    • B. Moses Investment Services – Advice
    • BMS – Securities Trustee
    • Commodities Trading
    • OBRA Private Wealth
    • Portica Securities – SME Lending
    • Portica Private Debt Fund

    Direct Equities, Portfolio Services & Private Equity

    B Moses

    Discuss your goals with our team of specialist advisers.

  • Insights

    Insights & Education

    Investing in insights and education can be a great way to ensure long-term success. With the right knowledge and understanding, you can make informed decisions to help you reach your financial goals.

     

    Impact Focused

    • ESG Commitment
    • ESG Investing
    • Impact Investing
    • Sustainable Investing
    • ESG Commitment
    • ESG Investing
    • Impact Investing
    • Sustainable Investing

    Insights 

    • Investment Returns
    • Fixed Income Securities
    • Secured Debt Investing
    • Private Debt Investing
    • HNW Investment Market
    • Asset Protection
    • Capital Notes & Loan Notes
    • Role of Custodians
    • Investment Returns
    • Fixed Income Securities
    • Secured Debt Investing
    • Private Debt Investing
    • HNW Investment Market
    • Asset Protection
    • Capital Notes & Loan Notes
    • Role of Custodians

    Impact Investing, Debt Investing & Alternative Markets 

    Discuss your goals with our team of specialist advisers.

  • Advisor Login
  • Client Login

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ABOUT US

  • Contact Us
  • Deals Types & Investment Types
  • Our Expertise
  • Portfolio Fact Sheet

SERVICES OVERVIEW

  • Alternative Investments
  • Corporate Services
  • Equities Investing
  • Exchange Traded Funds (ETFs)
  • Financial Advisers
  • Fixed Income investing
  • Intermediary Services
  • Private Credit Deal Structuring
  • Private Credit Secured Income
  • Personal Investment Solutions
  • Portfolio Services

IMPORTANT INFORMATION

  • Anti-Money Laundering
  • Cybersecurity Tips
  • Financial Services Guide
  • Investor Documents
  • Privacy Policy
  • Terms of Use

INSIGHTS

  • Asset Protection
  • ESG Investing
  • Estate Planning Benefits
  • Fixed-Income Securities
  • Financial News
  • High-Net-Worth Investing
  • Impact Investing
  • Investment Returns
  • Managed Discretionary Account
  • Private Debt Investing
  • Secured Debt Investing
  • Strategic Financial Advice
  • SMSF Gearing
  • Sustainable Investing
  • Separately Managed Accounts (SMAs)
  • Super & SMSF Investors

OUR INITIATIVES

  • Equity Income
  • Portica Securities
  • Portica Oil & Gas Resources
  • Portica Private Debt Fund
  • BMP Wealth - Private Wealth
Important Information

The information provided on this website offers a general description of the services provided and does not constitute advice, an invitation, confirmation, advertisement, offer, or solicitation to buy or sell any security or other financial products or services, credit or lending product, or to engage in any investment activity. Information provided is for illustrative and informational purposes and is subject to change. The information provided on this website does not consider your specific objectives, financial situation, needs, or circumstances. Before making any investment decisions, it is important to assess whether the material is suitable for you and seek guidance from a qualified financial adviser. They can evaluate your unique objectives, financial situation, needs, and circumstances to provide tailored advice. Note that all financial products, securities, or transactions carry inherent risks. Also, the past performance of any product described on this site should not be relied upon as an indicator of future performance. 

The information on this website is issued by B. Moses Investment Management Pty Limited ACN 676189352, AFSL number 561673 (BMIM). The website is operated by B. Moses Holdings Pty Ltd on behalf of B. Moses Asset Management Pty Ltd ACN 648 254 755, CAR Number 1291994 (BMAM) and B. Moses Securities Pty Ltd ACN 649 658 355, CAR number 1291993 (BMS).

The information provided on this website offers a general description of the services provided and does not constitute advice, an invitation, confirmation, advertisement, offer, or solicitation to buy or sell any security or other financial products or services, credit or lending product, or to engage in any investment activity. Information provided is for illustrative and informational purposes and is subject to change. The information provided on this website does not consider your specific objectives, financial situation, needs, or circumstances. Before making any investment decisions, it is important to assess whether the material is suitable for you and seek guidance from a qualified financial adviser. They can evaluate your unique objectives, financial situation, needs, and circumstances to provide tailored advice. Note that all financial products, securities, or transactions carry inherent risks. Also, the past performance of any product described on this site should not be relied upon as an indicator of future performance. 

The information on this website is issued by B. Moses Investment Management Pty Limited ACN 676189352, AFSL number 561673 (BMIM). The website is operated by B. Moses Holdings Pty Ltd on behalf of B. Moses Asset Management Pty Ltd ACN 648 254 755, CAR Number 1291994 (BMAM) and B. Moses Securities Pty Ltd ACN 649 658 355, CAR number 1291993 (BMS).

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