Today, BTIG serves corporate and institutional clients across major financial centres in the U.S., Europe, Asia and Australia. The Melbourne office marks the firm’s second in Australia and 20th worldwide. BTIG began its expansion into Asia-Pacific more than a decade ago opening its Hong Kong and Sydney affiliates in 2008, followed by Singapore in 2009 and Japan in 2021. BTIG Australia Limited’s offices in Sydney will continue to serve as its headquarters and centre of operations in Australia.

Initially, Mr. Forrest and Mr. Mahony will be responsible for building out the Asia-Pacific leg of BTIG’s Global Portfolio Trading and ETF Trading businesses. They bring close to 25 years of combined experience with two of the largest and most sophisticated asset owners in the region, Victorian Funds Management Corporation and AustralianSuper. Mr. Forrest and Mr. Mahony were hands-on in managing the trading and execution of their respective funds during a period of rapid growth and transformation within the superannuation industry. Australia is the 4th largest pension fund market (by assets) globally.

Mr. Mitchell will draw on his experience within the region, partnering with BTIG’s clients that focus on event-driven strategies and special situations. The firm’s Melbourne-based professionals will operate as an extension of BTIG’s existing sales and trading coverage team in Australia. “We are confident that the opening of our Melbourne location will create new opportunities for clients and the firm throughout Asia-Pacific as well as our offices worldwide. Our presence in Melbourne will broaden our client reach across the region and the rich experience of our Melbourne-based professionals will provide uncompromised client alignment,” said Andrew Dalgleish, Co-Head of BTIG Asia-Pacific and Chief Executive Officer, BTIG Australia Limited.

“Given Drew, Joe and Lee’s experience, we expect they will have a positive impact on our business and better position us to support the objectives of clients in the region,” said Richard Jacklin, Chief Operating Officer of BTIG Securities. “By expanding the resources available to clients, we will enhance local coverage and help drive growth throughout Australia and beyond.”

Mr. Forrest served as Portfolio Manager and Dealer at Victorian Funds Management Corporation for 18 years. Earlier in his career, he spent time with National Australia Bank and Credit Union Services Corporation Australia Limited (CUSCAL).

Mr. Mahony most recently was a Senior Manager within Trading and Execution at AustralianSuper. Previously, he was Director within Institutional Sales at UBS. Earlier in his career, Mr. Mahony was a Vice President within Portfolio Trading at Bank of America Merrill Lynch.

Prior to BTIG, Mr. Mitchell was a Director within Event-Driven Sales Trading at Société Generale. Previously, he was Co-Founder and Chief Executive Officer of SKX at Smartkarma Innovations and the Director of Global Special Situations at Religare Capital Markets. Earlier in his career, Mr. Mitchell was the Director of Global Special Situations at Aviate Global (Asia) and Head of Sales Trading at Churchill Capital.

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Mr. Dalgleish will be based in BTIG’s Sydney, Australia office, and will focus on fueling new growth across all lines of business. He has spent more than 20 years helping to lead several successful financial services institutions throughout the U.S., Europe, Asia-Pacific and Africa.

At BTIG, Mr. Dalgleish will assume day-to-day leadership of its Australian-based affiliate and will work collaboratively with the firm’s existing Sydney team and other global counterparts to strengthen its offering across the continent and surrounding regions. His mandate includes continuing to build out BTIG’s product suite across equities, equity derivatives, convertible bonds, event-driven, outsource, and global portfolio and ETF trading. Mr. Dalgleish will also work closely with the firm’s electronic trading unit to bring connectivity and advanced algorithmic trading capabilities to clients.

“We are confident that Andrew will continue to build upon our momentum in Sydney thus far,” said Craig Reilly, Chief Executive Officer, BTIG Asia-Pacific Limited. “As a seasoned leader, we anticipate that he will be a tremendous asset to our team and clients. We believe Andrew will help us to further increase our brand recognition in the marketplace and drive future growth.”

Prior to BTIG, Mr. Dalgleish was the Global Head of Portfolio Trading and Beta Solutions at UBS in New York, where he developed world-class client relationships with Australian superannuation funds, global pension funds, sovereign wealth funds, insurance companies and other asset managers. Previously, he was the Head of Institutional Client Solutions and Head of Institutional Funds Group at UBS in Sydney, where he supported the needs of institutional clients across cash execution, prime brokerage, swaps and derivatives.

“Given Andrew’s experience and deep client relationships around the world, we expect him to have a significant impact on our institutional business,” said Richard Jacklin, Managing Director, Head of International Equities and Head of Client Relationship Management. “In addition, his understanding of the Australian market enables him to meaningfully enhance our local coverage and offering in the region. We plan to leverage his expertise to accelerate growth in Australia and throughout our products worldwide.”

The firm established its Sydney operations in 2008 and has quickly captured considerable market share. BTIG continues to identify liquidity solutions and execute trades and transactions for institutional and corporate clients worldwide. With access to more than 50 global market centres, the firm’s multi-asset class sales and trading professionals in the U.S., Europe, Asia and Australia seamlessly transact on behalf of clients in developed, emerging and frontier markets. BTIG sets itself apart by prioritising the needs of clients and delivering actionable business intelligence while navigating evolving market structure worldwide.

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