B. Moses began in investment management, developing strategies around the objectives of the investors behind them. That foundation continues to shape how the Group thinks, invests and grows today.
From Investment Management to a Broader Financial Services Group
Over time, we have expanded our capabilities across investment management, private wealth, capital markets and specialist financial services; bringing together the expertise, businesses and infrastructure required to support increasingly diverse client and investor needs.
How We Have Evolved
Investment Management
Where the B. Moses story began.
→
Private Wealth
Bringing investment expertise together with broader financial planning and wealth management.
→
Investment Strategies & Products
Developing funds, portfolios and investment solutions around defined objectives.
→
Specialist Financial Services
Building capabilities across capital markets, compliance, risk and investment infrastructure.
→
Private & Public Markets
Expanding investment capabilities across traditional and alternative markets.
→
Strategic Growth
Investing in and acquiring complementary businesses that strengthen the Group.
↓
How We Have Evolved
Investment Management
Where the B. Moses story began.
↓
Investment Strategies & Products
Developing funds, portfolios and investment solutions around defined objectives.
↓
Private & Public Markets
Expanding investment capabilities across traditional and alternative markets.
↓
Private Wealth
Bringing investment expertise together with broader financial planning and wealth management.
↓
Specialist Financial Services
Building capabilities across capital markets, compliance, risk and investment infrastructure.
↓
Strategic Growth
Investing in and acquiring complementary businesses that strengthen the Group.
Building the Group
Growing Capabilities, Not Simply Adding Businesses
B. Moses has grown through a combination of organic development, new investment strategies and selective investment in complementary businesses.
Our approach to growth is guided by capability. We consider where additional expertise, infrastructure or financial services capabilities can strengthen the Group and improve what we are able to deliver for clients and investors.
Where appropriate, this may involve developing capabilities internally, partnering with specialists or investing in and acquiring businesses that complement the Group’s long-term direction.
→ Building the Group
Growing Capabilities, Not Simply Adding Businesses
B. Moses has grown through a combination of organic development, new investment strategies and selective investment in complementary businesses.
Our approach to growth is guided by capability. We consider where additional expertise, infrastructure or financial services capabilities can strengthen the Group and improve what we are able to deliver for clients and investors.
Where appropriate, this may involve developing capabilities internally, partnering with specialists or investing in and acquiring businesses that complement the Group’s long-term direction.
→ What Has Guided Our Growth
Learning, Building & Improving Over Time
Our growth has been shaped not only by opportunity, but by experience. As the Group has evolved, we have continued to learn from the markets we invest in, the businesses we operate and the challenges we encounter.
That experience informs how we make decisions, manage risk and continue improving the way we serve clients and investors.
Understand Before Acting→ We seek to understand the objective, the problem and the circumstances before determining the appropriate way forward. | Build for the Long Term → We invest in capabilities, relationships and infrastructure with a long-term perspective rather than focusing solely on immediate outcomes. |
Learn & Improve → Experience brings both opportunities and challenges. We seek to learn from each and continually strengthen how we invest, operate and execute. | Execute With Discipline → Ideas only become meaningful when they can be implemented effectively. Governance, risk management and disciplined execution remain important to how we operate. |
→ One Group. Specialist Capabilities.
Bringing Together Different Areas of Expertise
As B. Moses has evolved, specialist businesses have developed across different areas of financial services.
Each has a defined role and can operate independently, while benefiting from the broader expertise, infrastructure and strategic direction of the Group.
Our capabilities extend across:
Investment Management → Investment strategies, funds, portfolios and ongoing investment management across public and private markets. | Private Wealth & Advice → Financial planning, investment advice, superannuation, retirement and broader wealth management. | Capital Markets & Investment Structures → Specialist capabilities supporting investment products, capital and investment structures. |
Private Markets & Credit → Private credit, commercial lending, commodities and selected alternative investment opportunities. | Compliance, Risk & Investment Infrastructure → Specialist capabilities supporting governance, regulatory compliance, risk management and the infrastructure behind investment activities. | |
→ Built By People
Different Expertise. Shared Direction.
Our capabilities are supported by people with experience across investment management, financial advice, private credit, lending, capital markets, compliance, risk and business operations.
Different disciplines bring different perspectives. We bring that expertise together where appropriate while maintaining clear responsibility within each specialist business.
→ Looking Forward
Continuing to Build With Purpose
B. Moses continues to invest in its people, investment capabilities, businesses and financial services infrastructure.
Our direction remains guided by the principles that shaped our beginnings: understand what clients and investors are trying to achieve, identify where we can add value and build the capabilities required to execute well.
Our ambition is not simply to become larger, but to become more capable — strengthening the Group over time while remaining focused on the people and investors our businesses ultimately serve.
A Message from Our Founder
Built Around Solving Investment & Financial Challenges
B. Moses Group was built around a simple belief that continues to guide us today: good investment outcomes begin with understanding the problem you are trying to solve.
That belief has shaped how we identify opportunities and approach challenges across public and private markets. From listed investments and portfolio strategies to private credit and alternatives, we develop and issue financial products and investment strategies around investor needs.
Our journey has brought both opportunities and challenges. Each has tested our thinking, strengthened our capabilities and reinforced the importance of learning, adapting and continually improving how we invest and execute.
As we grow, our ambition is to build a broader and more capable financial services group, while remaining passionate about identifying opportunities and solving investment and financial challenges for Australian investors across public and private markets.
Ari Ben Moses
Founder & Group Chief Executive Officer
B. Moses Group
