Lukasz de Pourbaix

A recent webinar, attended by over 700 advisers, on crypto assets investments, indicates the weight of interest advisers and their clients are, in this growing asset class.

Lonsec partnered with specialist manager Monochrome Asset Management to deliver a masterclass, covering the most asked questions on crypto assets such as how to access them, how to keep the assets safely and how to integrate into clients’ existing portfolios.

Lukasz de Pourbaix, Chief Investment Officer of Lonsec Investment Solutions, comments “Crypto assets is increasingly becoming one of the most commonly raised topics we get from Advisers. We understand that there is a great need for education around the asset class and how Advisers can utilise then in their client’s portfolios.”
Recognising that dealing with emerging asset class will be new for many Advisers, the webinar covered the advice and regulatory considerations of discussing crypto assets with clients.

Craig Hobart, Head of Distribution at Monochrome, said “We recently surveyed Financial Advisers and found that 77% had received queries about crypto assets investments from their clients yet only 11% felt equipped to answer these queries. By partnering with Lonsec, we were able to reach a wide audience of advisers and help them access information to enable them to better advise their clients on crypto assets”

The webinar comes a week after Lonsec Research rating its first crypto-related fund, the BetaShares Crypto Innovators ETF, with an ‘Investment Grade Index’ rating.

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It will now trade as Tyndall AM (Tyndall Asset Management).

Mr Craig Hobart, managing director of Tyndall AM, said that the change reflects a modern business and brand and is the final move in Tyndall’s relaunch as a stand-alone fund manager.

“The decision was made to continue the Tyndall brand because of its place in Australian financial services over two decades, and to continue to capitalise on its reputation and goodwill created over that time.

“One approach we have adopted in the fit-out of our own office is the Fund Academy approach where, for example, intermediaries can view an asset management team making decisions and see the Tyndall investment process at work.”

Mr Hobart said that the announcement of the Tyndall AM brand finalises the setting up of independent operations since joining Nikko AM.

“We have now put in place all aspects of our operation, including development of legal, risk and compliance operations, selecting suppliers for back-office services, as well as adding more institutional and intermediate support activities and strengthening both equity and bond asset teams – all involving new positions.

“As a result, it can be said that the company has been refreshed, and the branding reflects a number of overall improvements to client support and services – giving the same asset management approach and skills that Tyndall is well known for, backed with broader resources to provide additional client support,” he said.

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Mr Robert Woodford has joined the business in a combined role of fixed income investment specialist and institutional account manager and Mr Sebastian Mullins has been appointed portfolio manager in Tyndall’s implemented management team.  

In addition, Tyndall has created a new position of investment writer within each of the Australian equities and fixed income investment management teams, appointing Ms Janelle McKimm and Ms Jessica Burnstone respectively to these positions. 

Mr Woodford is responsible for managing Tyndall’s relationship with key institutional clients for the fixed income business, as well as assisting in developing and implementing fixed income strategies for institutional clients. 

Prior to joining Tyndall, Mr Woodford was co-founder and executive director of Columbus Capital Ltd, and has also worked as a senior investment specialist with AMP Capital Investors Fixed Income and Currency and with Westpac Institutional Bank as an associate director in the debt capital markets division, as well as spending time in London with Bankers Trust PLC and ING Barings. He holds a masters degree in applied finance from Macquarie University’s Centre of Applied Finance and a bachelor of business studies degree in accounting and finance from Massey University in New Zealand, and is a member of the Australian Institute of Company Directors.

Mr Mullins is responsible for managing the business’s multi-manager global equities strategy and its diversified funds range. He was previously with Challenger Limited, working primarily in performance, risk analytics and security valuation.  He is currently studying for a masters degree in applied finance at Macquarie University and has an honours degree in mathematics and computer science. 

The two investment writing roles are part of the marketing capability but sit within the investments teams and will develop specific investment communications about each asset class, primarily for external audiences such as institutional investors and advisers.  This will include the creation of additional market commentaries, reviews and research papers. 

Ms McKimm previously worked at Tyndall in a similar role for both asset classes and will now become part of the Australian equities team.  She has over 20 years’ financial services experience, including senior marketing and investment communication roles with organisations such as Perpetual Investments, BT Investment Management, AMP Capital Investors, Sydney Futures Exchange and Westpac Investment Management. 

Ms Burnstone joins Tyndall from Standard & Poor’s Fund Services in Sydney and will work within the fixed income team.  She has also worked for S&P Rating Services’ structured finance department in London and holds a masters of arts in English with first class honours from the University of Cambridge. 

Mr Craig Hobart, managing director of Tyndall, said that the new appointments are part of the strengthening of Tyndall as an independent fund manager in Australia, reflecting Nikko AM’s commitment to reinforcing the operation and establishing a solid local presence. 

“We have now largely developed the elements required to make us an independent asset management firm and we are well positioned to achieve our expansion goals whilst continuing to maintain our highly rated investment approaches and portfolio management style. 

“We have already benefited from additional investment and business insights from our relationship with Nikko AM and their support is proving invaluable. 

“We are also finding it useful to have access to other investment managers within the Nikko AM group which acts as an additional resource with a two-way flow of information,” Mr Hobart said.

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