Jake Elmhirst

Coller Capital, the world’s largest dedicated secondary manager^[1], has launched its Coller Private Equity Secondaries Fund into the Australian market.

This is Coller Capital’s first dedicated evergreen fund for Australian private wealth investors, providing them with easy access to a diversified portfolio of private equity investments.

Partner and Head of Private Wealth Secondaries Solutions at Coller Capital, Jake Elmhirst said, “We are excited to bring Coller Capital’s 34 years of industry-leading expertise in private equity secondaries to Australia’s wealth sector, with our first evergreen fund specifically designed for the high-net-worth market. We believe the launch is perfectly timed to meet the growing demand from private wealth investors who are increasingly looking to the private markets to increase diversification and enhance returns within their portfolios.”

The launch is part of Coller’s broader strategy to expand it’s Private Wealth Secondary Solutions business and is supported by the recent opening of a Melbourne office and the appointment of David Hallifax as the Head of Australia and New Zealand Private Wealth Distribution.

Hallifax added, “The Australian wealth market is rapidly evolving, and we believe this fund provides an ideal solution for investors seeking access to private equity without the traditional barriers.”

“With secondary private equity poised to deliver compelling risk-adjusted returns and liquidity solutions designed specifically for the private wealth investor, we believe our new fund is uniquely positioned to meet the needs of Australian investors.”

Coller Capital is widely recognised as a pioneer in private capital secondary investing and is one of the world’s largest investors in the asset class. Since its founding in 1990, the firm has established itself as a global leader and today manages more than $35 billion for clients around the world.

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Jake Elmhirst

Coller Capital, the world’s largest dedicated secondaries manager, has announced that its Coller Private Equity Secondaries Fund has been awarded a ‘Recommended’ rating by Zenith, one of Australia’s leading investment research firms.

This endorsement supports Coller Capital’s global leadership in private equity (PE) secondaries, showcasing its ability to deliver innovative and high-performing investment solutions tailored to the evolving needs of Australian investors.

Zenith’s recognition underscores the growing importance of private equity secondaries in Australia, with the Fund uniquely designed to provide monthly liquidity and institutional-grade portfolio construction.

The Fund’s portfolio largely comprises limited partner (LP)-led transactions, complemented by general partner (GP)-led deals, growth in which has characterised the broadening evolution of the asset class in recent years.

Leveraging Coller’s 34-years of expertise, the Fund offers Australian investors a diversified portfolio by Coller Capital’s extensive proprietary sourcing network, with the added benefit of monthly liquidity.

Across the portfolio the Fund currently holds exposure to 430 underlying companies; as Zenith notes, a crucial part of Coller’s sourcing strength is its ongoing monitoring of the PE universe, particularly its proactive engagement with both LPs (PE fund investors) and GPs (PE fund managers) regarding potential liquidity requirements and available assets.

“This rating is a pivotal milestone as we deepen our commitment to Australian investors,” said David Hallifax, Head of Australia and New Zealand Private Wealth Distribution at Coller Capital. “It highlights the strength of our approach, combining our specialist secondaries expertise with a strategy tailored to meet the unique needs of the local market.”

Private equity secondaries are rapidly gaining traction in Australia as investors seek liquidity solutions and diversification for their portfolios. Zenith’s assessment highlights Coller’s proprietary sourcing networks, disciplined underwriting, and extensive due diligence processes as key drivers behind the Fund’s success.

“Our Fund represents the future of private equity investing for Australian wealth clients,” added Jake Elmhirst, Global Head of Private Wealth Secondaries Solutions at Coller Capital. “This recognition by Zenith underscores our commitment to delivering exceptional results through innovative investment strategies.

“By providing monthly liquidity and targeting superior risk-adjusted returns, we are enabling Australian investors to unlock the full potential of private equity secondaries,” said Elmhirst.

Founded in 1990, Coller Capital is one of the world’s largest investors in private equity secondaries, currently managing $36 billion through private equity, private credit and other private market vehicles. This firm’s pioneering approach and industry leadership continue to set benchmarks for excellence and innovation.

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Jake Elmhirst

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.

Lonsec commended the Fund for its thoughtful design and strategic alignment with the market’s evolving demands.

“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.

The Lonsec rating highlights the strength of Coller Capital’s dedicated secondaries investment approach, supported by more than three decades of expertise and a global presence across nine offices.

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 430underlying companies, diversified across industries and geographies.

“Lonsec’s endorsement 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.”

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Andrew Godfrey

Coller Capital, a leading investor in the secondary market for private assets, has selected Equity Trustees to be the responsible entity of its new fund, the Coller Private Equity Secondaries Fund.

Andrew Godfrey, Executive General Manager, Corporate and Superannuation Trustee Services, Equity Trustees said: “We are delighted to have been selected by Coller Capital as the responsible entity for this new fund. We look forward to an exciting and productive collaboration within this fast-growing asset class.”

The Coller Private Equity Secondaries Fund is an Australian managed investment scheme which aims to provide investors with a combination of attractive absolute and risk-adjusted returns, diversification, and the opportunity for more liquidity than traditional private equity funds. Available to both qualified retail and wholesale investors, the fund offers monthly subscriptions and redemptions at NAV and a lower minimum than traditional private market investments. Coller Private Equity Secondaries Fund opened for investment on 1 October 2024.

Partner and Head of Private Wealth Secondaries Solutions at Coller Capital, Jake Elmhirst said: “We are thrilled to announce the launch of our new Coller Private Equity Secondaries Fund for Australia’s wealth sector. This initiative capitalises on our extensive industry expertise and innovative strategies to offer private wealth investors a distinctive opportunity to access high-quality private assets in the secondary market.”

Coller Capital, founded in 1990, is one of the world’s leading investors in the secondary market for private assets – and widely acknowledged as an innovator in secondaries. The firm provides liquidity solutions to private markets investors worldwide, acquiring interests in private equity, private credit, and other private markets assets.

Mr Godfrey added: “Our extensive expertise and years of experience in fund governance position us to work effectively within the secondary market for private assets, working seamlessly with asset management firms.”

The post Coller Capital selects Equity Trustees as RE for new Fund appeared first on AdviserVoice.

Jake Elmhirst

Coller Capital, the world’s largest dedicated secondary manager ^[1], has launched its Coller Private Equity Secondaries Fund into the Australian market.

This is Coller Capital’s first dedicated evergreen fund for Australian private wealth investors, providing them with easy access to a diversified portfolio of private equity investments.

Partner and Head of Private Wealth Secondaries Solutions at Coller Capital, Jake Elmhirst said, “We are excited to bring Coller Capital’s 34 years of industry-leading expertise in private equity secondaries to Australia’s wealth sector, with our first evergreen fund specifically designed for the high-net-worth market. We believe the launch is perfectly timed to meet the growing demand from private wealth investors who are increasingly looking to the private markets to increase diversification and enhance returns within their portfolios.”

The launch is part of Coller’s broader strategy to expand it’s Private Wealth Secondary Solutions business and is supported by the recent opening of a Melbourne office and the appointment of David Hallifax as the Head of Australia and New Zealand Private Wealth Distribution.

Hallifax added, “The Australian wealth market is rapidly evolving, and we believe this fund provides an ideal solution for investors seeking access to private equity without the traditional barriers.”

“With secondary private equity poised to deliver compelling risk-adjusted returns and liquidity solutions designed specifically for the private wealth investor, we believe our new fund is uniquely positioned to meet the needs of Australian investors.”

Coller Capital is widely recognised as a pioneer in private capital secondary investing and is one of the world’s largest investors in the asset class. Since its founding in 1990, the firm has established itself as a global leader and today manages more than $35 billion for clients around the world.

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Notes:
[1] By capital raised. Based on a review of Preqin and competitor firm’s ownership structure, as at May 2024.

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