Premium non-bank, wealth manager & credit specialist
La Trobe Financial is a premium non-bank, wealth manager and credit specialist with over 65 years’ experience covering $22.76 billion of institutional and retail investment mandates.
Since 1952 we have continually proven our commitment to innovation, product quality and superior service. Our cause is to make a difference by creating wealth for our investing and borrowing clients, by improving their financial standing.
- Real Estate Credit (loans for property)
- Fixed Interest & Investment Grade Credit
- Funds Management
- Insurance Services (CGU)
A public company (unlisted) responsible for the La Trobe Australian Credit Fund ARSN 088 178 321 the largest credit fund of its type in Australia. Holder of Australian Financial Services Licence (AFSL) 222213 and Australian Credit Licence (ACL) 222213.La Trobe Financial Services Pty Limited
A private company responsible for managing our group wholesale term debt funding, staff employment, loan administration, Investment Management servicing and third party outsourcing. Holder of Australian Credit Licence (ACL) 392385.La Trobe Financial Custody & Securitisation Services Pty Limited
A private company responsible for group cash management, capital market trusts and Residential Mortgage Backed Securities (RMBS) bond issuances. Holder of Australian Financial Services Licence (AFSL) 379454.
|Revenue:||A$234m (2017: $169m)|
|AUM:||A$5.4b (2017: $3.4b)|
|Net Assets:||A$142m (2017: $108m)|
|Profit:||Available to Institutional Investors|