David Hallifax

Coller Capital, a global pioneer in private equity secondaries, has been awarded a ‘Recommended’ rating for its Private Equity Secondaries Fund by Lonsec, a leading Australian investment research and ratings firm.

This recognition reinforces Coller Capital’s commitment to delivering innovative and tailored solutions for Australian investors, enabling greater access to global private markets.

Unlocking liquidity and growth for Australian investors

As private equity secondaries continue to gain traction in Australia, the Fund is designed to meet the specific needs of high-net-worth investors, offering monthly liquidity and institutional-grade portfolio construction.

“This recognition by Lonsec is a testament to Coller’s innovation and leadership in secondaries,” added Jake Elmhirst, Global Head of Private Wealth Secondaries Solutions at Coller Capital. “Our Fund provides Australian investors with a unique combination of growth potential, diversification, and liquidity – all key attributes for navigating today’s market environment.

“We believe that we are leading the way in redefining private equity access for the Australian wealth sector, delivering solutions that align with investor goals and our firm’s commitment to excellence,” concluded Elmhirst.

Strengthening leadership in private equity secondaries

Private equity firms take equity stakes in private, unlisted companies; these stakes are ‘primary’ investments, and ‘secondary’ transactions are when they are traded. Secondary transactions offer the initial investors the opportunity to exit positions early, providing much-needed liquidity or capital flexibility.

This rating is underpinned by Coller Capital’s long established global secondaries heritage. The deep and experienced team is appropriately resourced given the narrow focus on private credit secondaries and has significant co-tenure at senior levels. The secondaries approach to private loans results in a highly diversified portfolio.

The Private Equity Secondaries Fund offers Australian investors a pathway to enhanced portfolio diversification and attractive risk-adjusted returns.

Combining limited partner (LP)-led transactions with general partner (GP)-led opportunities, the Fund’s structure reflects the evolution of the secondaries market, addressing investor demand for liquidity without compromising on performance potential.

Backed by Coller Capital’s proprietary sourcing network and rigorous underwriting processes, the Fund delivered exposure to 430 underlying companies, diversified across industries and geographies.

“Lonsec’s recognition underscores the strength of our approach in delivering high-performing private equity strategies tailored to Australian investors,” said David Hallifax, Head of Australia and New Zealand Private Wealth Distribution at Coller Capital.

“By addressing barriers such as liquidity and accessibility, we believe we are setting a new benchmark for private wealth clients in this region.”

The post Lonsec research recognises Coller Capital with ‘Recommended’ rating in Private Equity Secondaries appeared first on AdviserVoice.

David Hallifax

Coller Capital, the leading global investor in private capital secondaries, who currently manage over $62 billion AUD in private equity, private credit, and other private market vehicles, have announced that the Coller Private Equity Secondaries Fund is now available on several wealth management platforms, including Colonial First State (CFS) Edge, Netwealth, Hub24, Centric Wealth, FNZ, Clearstream and Praemium.

Launched in October 2024, the Fund is specifically designed for the wholesale investor market, providing advisers and their clients with access to a globally diversified portfolio of private equity secondaries – an asset class traditionally limited to large institutional investors.

David Hallifax, Coller Capital Head of Private Wealth, Australia and New Zealand, said: “The availability of this Fund on these platforms underscores the client demand for a pure play Secondaries manager in private equity.

“We are pleased to partner with platforms that share our vision of delivering institutional-quality solutions to a broader spectrum of investors. This expansion also meets the growing demand from private wealth investors increasingly looking to the private markets to increase diversification and aiming to enhance returns.

The fund targets mature private equity assets acquired on the secondary market and delivers the hallmark benefits of secondaries investing, accelerated deployment, regular distributions, enhanced diversification, and greater visibility into underlying investments, all within a structure tailored to the needs of wholesale investors and their advisers.

This platform expansion reflects Coller Capital’s continued leadership in the global secondaries market and its commitment to making private capital solutions more accessible, transparent, and effective for investors.

Coller Capital is planning to make the Fund available on other platforms.

The post Coller Capital Private Equity Secondaries fund launches on key Australian wealth platforms appeared first on AdviserVoice.

Based in Sydney, Ordon will support the firm’s growing Private Wealth Secondaries Solutions business, working closely with private wealth managers and family offices to broaden access to Coller’s market-leading secondaries capabilities.

Ordon said: “I’m excited to join Coller Capital, a recognised global leader in private markets secondaries. Private wealth investors in Australia and New Zealand increasingly seek solutions that require liquidity, diversification and risk mitigation.

“Coller’s strong local presence and global expertise position us well to meet this growing demand. I look forward to working with our clients to help them access the firm’s different secondaries solutions.”

David Hallifax, Head of Australia and New Zealand Private Wealth Distribution, added: “We are thrilled to welcome Alex to Coller Capital. His deep understanding of the private wealth market in Australia and New Zealand, coupled with his strong relationships with private wealth investors, will be critical to our efforts to expand our offering.

“The recent launch of our private equity and private credit secondaries funds in Australia reflects our commitment to the region and the growing demand for secondaries among private wealth investors.”

A senior executive with more than 25 years’ experience across wealth management and institutional distribution, Ordon has built trusted relationships with private banks, multi-managers, family offices and high-net-worth investors.

Before joining Coller, he was an Investment Specialist at L1 Capital, a Melbourne-based hedge fund manager. He has also held senior distribution roles with a specialist global equity manager and J.P. Morgan Asset Management as well as working for Netwealth and Credit Suisse.

Ordon’s appointment comes at a time of growing momentum for Coller’s Private Wealth Secondaries Solutions platform. In late 2024, the firm launched its first Australian-domiciled private equity secondaries fund, providing eligible private wealth investors with access to Coller’s diversified secondaries strategies.

This was followed in February 2025 by the launch if its private credit secondaries fund, broadening the firm’s offering to meet growing investor demand for alternatives.

The post Coller Capital expands Australian private wealth team with appointment of Alexander Ordon appeared first on AdviserVoice.

Coller Capital’s fund is the first private credit secondaries fund to be awarded a ‘Recommended’ rating by Zenith – positioning it among highly regarded market offerings available to Australian investors. The recognition comes at a time when credit secondaries are gaining traction as investors navigate tighter financial conditions and place greater emphasis on downside protection.

Zenith noted in its report, “In our opinion, the ability of Coller – a global leader in private credit and equity secondaries – to invest across a wide range of high-quality managers and access diversified loan portfolios on attractive terms is a compelling point of difference in this competitive market.”

As global credit markets adjust to elevated interest rates, tighter lending standards, and rising refinancing risk, investors are seeking resilient income strategies – while many existing private credit holders may be looking for exit options.

That confluence has contributed to a  surge of activity in credit secondaries, where firms like Coller Capital are engaging in transactions that seek to provide liquidity  to limited partners and access pricing opportunities.

David Hallifax, Head of Private Wealth, Australia and New Zealand said, “There’s a clear shift underway in private credit, investors want yield stability and diversification away from domestic private credit heavily exposed to property. Our private credit secondaries strategy delivers on both, aiming to provide access to diversified portfolios of senior-secured loans, often at discounts, and seeks attractive risk-adjusted returns.”

The Fund targets net annual returns of 11 – 13 per cent and relies on the performance of underlying investments. It has a minimum investment of AU$25,000 with monthly applications and redemptions.

Michael Schad, Head of Coller Capital Secondaries added, “Zenith’s rating highlights not just the attractiveness of the Fund’s strategy, but also the strength and specialist expertise of the investment team.”

The report further stated, “The team’s proactive sourcing approach – built on long-standing relationships and ongoing dialogue with GPs and LPs – positions the Fund to access preferential deal flow. Their structured investment process, spanning origination, underwriting, and portfolio construction, reflects a disciplined and repeatable approach.”

As private credit continues to mature and evolve, Coller Capital remains at the forefront – offering Australian wholesale investors access to a highly diversified global private credit secondaries strategy. Backed by deep market insights, a disciplined investment approach, and the strength of its global platform, the Fund is designed to offer investors with a core solution to navigate today’s complex credit environment.

The post Coller Capital earns ‘Recommended’ rating from Zenith as private credit secondaries gain traction appeared first on AdviserVoice.