La Trobe Financial wins two Asia Pacific awards

Chris Andrews

Chris Andrews

La Trobe Financial has announced that it has won two prestigious Asia Pacific awards. The first being the CEO of the Year, Wealth Management Asia Pacific and the second Non-Bank Financial Institution of the Year – Asia Pacific by Le Fonti Global Awards.

The Le Fonti Global Awards, formerly known as the International Alternative Investment Review Awards (IAIR), have been running for the past eleven years. These awards recognise managers which display the highest standards in innovation, performance and social responsibility. Award winners were chosen from a short list of nominees selected by over 50,000 investors from over 120 countries following a review by an independent judging panel.

La Trobe Financial’s Chris Andrews, Deputy CEO and Chief Investment Officer commented “It is an honour to be recognised as CEO of the Year, Wealth Management – Asia Pacific and especially so given what the world has been through over the last twelve months. Our business was established in 1952 to provide superior service to the under-served and it has been inspiring to see the dedication of our 480 staff throughout the pandemic period. Despite the challenging environment, they have remained utterly focused on assisting our investors. It is a privilege to serve alongside them and I dedicate this award to them.”

Andrews further stated “The award Non-Bank Financial Institution of the Year – Asia Pacific is ultimately yet another testimony to the quality of our staff in difficult times. Many of our customers have themselves experienced difficulties over the last 12 months and we have been rewarded as a business for staying on station and ready to serve when we were most needed.

Our approach has been refined over years of continuous operation and a number of economic cycles. We have managed institutional and retail mandates exceeding A$36 billion, covering more than 205,000 customers for seven decades and each year we increase our digital interaction with clients – having launched a mobile investment app La Trobe Direct with now $1.8 billion invested.

Throughout this period, we have delivered targeted returns to all our portfolio investors, whether institutional or in our pooled portfolio offerings in the Credit Fund, without loss of a single cent of capital. This is an unprecedented track record of consistent performance for investors.

Our retail investment offering The La Trobe Australian Credit Fund now stands at $6.5 billion in AUM with some 55,000 investors investing in diversified portfolios of cash, bonds, and residential and commercial registered mortgage loans, with all security properties located in Australia.”

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