La Trobe Financial’s retail Credit Fund hits $2 billion FUM milestone

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Following from its recent acquisition by Blackstone in December 2017, La Trobe Financial has recently announced that its multi award-winning retail Credit Fund has tripled its funds under management (FUM) in the last three years, reaching $2 billion in FUM. La Trobe Financial also announced that total Group FUM is over $5 billion with the

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Blackstone owned Credit Specialist begins to expand Distribution Team

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Australia’s leading Credit Specialist, La Trobe Financial, has announced a key appointment to its Sydney credit distribution team, with industry veteran, Mark Simmons joining as Senior Manager Client Partnerships. With over 30 years’ financial services experience working both as a broker and for some of Australia’s major banks and non-bank financial institutions, Mr Simmons brings

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Credit Specialist appoints superannuation investment guru to its Board

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Gerard Parlevliet has been appointed to La Trobe Financial Asset Management Limited’s Board (“the Board”). Parlevliet’s career spans more than 38 years of experience, with 25 years’ within the superannuation industry, including 12 years as General Manager (Chief Executive Officer) of the Commonwealth Bank Officers’ Superannuation Fund (Commonwealth Bank Group Super) (“the Fund”) and then

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La Trobe Financial opens office in Hong Kong

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Following continued success and growth, La Trobe Financial has broadened its Asian footprint by opening an office in the heart of Hong Kong’s financial district. The office will be headed by the Group’s Executive Director – Asia Pacific, Mr Hung Fei Chan. Greg O’Neill, President & CEO of La Trobe Financial stated that “Hong Kong

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International Award bestowed on large Australian non-bank operator

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La Trobe Financial has been awarded Australia’s Best Specialist Lender at the International Finance Awards. Sean Thomas, Senior General Manager at International Finance Magazine (IFM), said “this Award is based not on performance excellence alone, but [also] rate of innovation – this is what specialists are meant to be doing. In this regard La Trobe

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La Trobe Financial Launches La Trobe Direct

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La Trobe Financial has launched a leading edge online investment platform – La Trobe Direct. The new platform provides investors with the opportunity to invest online and directly into La Trobe Financial’s multi-award winning Credit Fund. It has taken over 12 months to build the necessary bank level security standards and protocols for investors to

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La Trobe Financial is committed to gender equality

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La Trobe Financial’s President & CEO, Greg O’Neill said “we are determined to play a role in narrowing the gender gap. Diversity and inclusion is a critical business issue at La Trobe Financial. Of our 180 staff, 65 percent comprise of women. We have a business and moral responsibility to build an inclusive culture, and

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Credit Specialist continues its impressive track record performance

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La Trobe Financial’s $1.1 Billion retail Credit Fund has again been recognised with a “Recommended” rating by Zenith Investment Partners for its $613m Pooled Mortgages Option (PMO); its flagship investment option. In the report, Zenith Analyst, Dugald Higgins states that “La Trobe Financial has carved an impressive track record in this sector driven by their

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Australia’s first independently rated P2P offering

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La Trobe Financial is pleased to announce that the Peer-to-Peer (P2P) investment option in the La Trobe Australian Credit Fund has been recognised with a “Superior 4 Star” rating by SQM Research. In the report, SQM Research Head, Louis Christopher states “the Fund has outperformed the peer group and SQM Research’s comparative benchmark on both

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Credit specialist launches aged care loan product

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Credit specialist, La Trobe Financial, is pleased to announce a new and innovative Aged Care Loan product further cementing its broad specialist product suite credentials. As the ageing population rapidly grows in Australia, approximately $3 billion per annum is already required to fund individuals moving into aged care facilities. Such deposit, known as the Refundable

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