The committee will provide independent governance and oversight of the asset allocation, portfolio construction and fund selection processes underpinning the FinCap Platform, which is designed to give financial advisers and wholesale investors diversified exposure to private markets including private equity, private credit and real assets.

Bradley and Wright will be joined on the committee by Christian Ryan, Chair of FinCap, and Ben Davis, Head of FinCap’s Portfolio & Investment Solutions.

Bradley brings more than 25 years of experience across investment management, asset consulting and financial services governance. She has held senior roles at several leading Australian investment firms, with deep expertise in portfolio construction, manager research and investment governance frameworks.

Wright co-founded Zenith Investment Partners and spent more than two decades as its CEO, building the firm into one of Australia’s leading investment research and ratings houses. Wright is now Head of Client Solutions at Pinnacle Investment Management and brings more than 30 years of experience across investment research, manager evaluation and consulting to the Committee.

“Having an independent Chair with Leanne’s calibre and experience, alongside David’s deep expertise in investment research and manager evaluation, gives us a Committee with genuine substance,” Ryan says. “As we prepare to bring the FinCap Platform to market, we wanted a governance framework that reflects how institutional investors think about oversight, accountability and rigour.”

“Leanne’s background in investment governance and portfolio construction makes her ideally suited to chair the Committee, and David’s track record at Zenith speaks for itself. Their independence and combined depth of experience will be invaluable as we scale the platform.”

The establishment of the Investment Committee follows FinCap’s appointment of BCA Research as a strategic research partner, announced in April. BCA’s Private Markets and Alternatives division will support the development of asset allocation and portfolio construction frameworks for the platform.

The FinCap Platform targets wholesale investors across Australia and aims to deliver scalable portfolio solutions, giving advisers and asset consultants access to professionally managed private asset exposures backed by institutional-grade governance and reporting.

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Christian Ryan

FinCap Group Holdings (“FinCap”) has announced it has secured a strategic investment from Pinnacle Investment Management Group Limited (“Pinnacle”) to support the launch of a first-of-its-kind private managed accounts platform for Australian advisers and their wholesale clients.

The platform is designed to offer wholesale and professional investors institutional-quality access to private market investments, including private equity, private credit and real assets, through a managed account structure. This model combines the transparency and control of traditional managed accounts with the depth and diversification of private markets.

The technology powering the platform is based on OpenInvest’s established infrastructure used across the retail advice, stockbroking and asset management sectors and is being adapted by FinCap to meet the more complex demands of private market investing, including liquidity management, portfolio construction and institutional-grade reporting. OpenInvest is a third-party investment platform provider backed by several investors, including Pinnacle.

Private managed accounts are emerging as a high-growth segment as advisers, consultants, and research houses seek scalable, compliant access to alternatives. Globally, institutions and private wealth groups alike are demanding simplified ways to allocate to private assets without sacrificing governance or customisation. FinCap’s platform is designed to meet that demand – particularly in a market where highnet-worth investors still allocate only a fraction of their portfolios to private markets.

FinCap Founder and Chairman Christian Ryan commented: “For over two decades, I’ve worked with advisers and investors seeking access to high-quality private market opportunities – without the friction of traditional fund structures. This platform reflects that demand. It combines deep private markets expertise, fit-for-purpose scalable technology, and a structure that resonates with advisers. Pinnacle’s backing gives us the capability and confidence to lead in this segment.”

Ian Macoun, Founder and Managing Director of Pinnacle commented: “The managed accounts segment – particularly in private markets – is still nascent in Australia. However, the pace of tech innovation in this area is accelerating and it will soon play a fundamentally important role in helping advisers deliver scalable, customised private market exposure, through structures that better align with client needs.

“FinCap brings deep experience and a clear strategic vision to this opportunity, so we’re proud to support the launch of the managed accounts platform, and to back a solution we see as becoming increasingly important in delivering high quality private market investment capabilities to a broader set of investors.”

FinCap’s platform is designed to support a range of engagement models – spanning FinCap-branded offerings, white-label solutions, and bespoke implementations guided by research consultants and advisors. With growing interest from asset consultants and model portfolio providers in private market access, the FinCap platform will offer a scalable solution for intermediaries seeking to deliver institutional-grade private investments within a managed account framework.

The new managed accounts platform builds on FinCap’s established presence in private capital markets. Initial rollout will prioritise advisers, research houses, and intermediated private wealth groups seeking scalable, compliant access to alternative investments.

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