Since 2006, Pinnacle Investment Management has rapidly expanded its global footprint, building a robust and diverse business positioned to succeed across market cycles. We choose only to partner with Affiliates that can demonstrate growth potential and whose management teams have strong track records.
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We unleash the potential of our people, our clients, our investors, the people in our communities.”
Pinnacle History
Pinnacle: An Increasingly Diversified Business
30 June 2016 FUM by Asset Class
30 June 2023 FUM by Asset Class
Global Presence
We provide investors around the world with access to industry-leading strategies from our Affiliates.
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SYDNEY
Level 25, Australia Square Tower, 264 George Street, Sydney NSW 2000
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LONDON
Floor 8, 125 Broad St, London EC2N 1AR United Kingdom
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BRISBANE
Level 19, 307 Queen Street Brisbane QLD 4000
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MELBOURNE
Level 8, 90 Collins St Melbourne VIC 3000
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New York
1185 Avenue of the Americas, 3rd Floor, New York NY 10036
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Toronto
30A Hazelton Ave, Suite 400, TORONTO, ON, M5R 2E2
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SOUTHERN CALIFORNIA
8
AUCKLAND
Our People
Board of Directors
Alan is Non-executive Independent Chair and a member of the Remuneration and Nominations Committee for Pinnacle Investment Management Group.
Alan became Chair of Pinnacle in 2016.
During his executive career, Alan worked in investment banking, accumulating over 30 years of experience within various global equity markets. During this period, he was responsible for starting and leading a number of securities businesses both in Europe and Asia, advising many companies on capital structuring, initial public offerings, takeovers and mergers and investment relations strategies. Alan held positions as Managing Director at Barclays de Zoete Wedd Limited, Donaldson, Lufkin & Jenrette Securities Corporation, at Lehman Brothers Holdings Inc and as Head of Securities Europe for Macquarie Capital (Europe) Ltd., concluding his executive career in 2011.
Subsequent to this he has been an independent director of various public companies, both in Australia and North America. In addition to Pinnacle, currently Alan is also an independent director of Airboss of America, listed on the Toronto Stock Exchange and an independent non-executive director of Australis Oil and Gas, listed on the ASX.
Ian is Founder and Managing Director of Pinnacle Investment Management Group.
Ian was appointed Managing Director of the Company on 17 August 2016 and an Executive Director on 25 August 2016, having been the Managing Director and Chair of PIML since 2006. Ian’s career to date has included more than 25 years as the CEO and chief investment officer of investment management firms, including the establishment of Australia's first "multi-boutique" funds management firm (Perennial Investment Partners – founding Managing Director from 1998), building a major new investment corporation (Queensland Investment Corporation (QIC)- inaugural Chief Executive from 1988), and the management of a major Australian bank's investment operation (Westpac Investment Management; Managing Director from 1993).
Ian’s early experience, in more than 10 years at Queensland Treasury, included extensive involvement with many major Australian and International financial market participants, and the Queensland Government’s commercial participation in many major industrial development projects during the late 1970s and the 1980s. He was a First Assistant Under Treasurer when he moved to build and lead QIC.
Ian is also a director of the following Pinnacle Affiliates: Aikya, Antipodes, Coolabah, Hyperion, Metrics, Palisade, Plato, Resolution Capital and Solaris.
Deborah is a Non-executive Independent Director, Chair of Remuneration and Nominations Committee and member of the Audit Compliance and Risk Management Committee for Pinnacle Investment Management Group.
Deborah began her working career in the finance industry where she was employed by Merrill Lynch for over a decade. She then moved to Ernst & Young where she specialised in risk management, governance and public and government relations. Deborah also served and continues to serve on a number of government, public, private and not-for-profit boards. Her broad experience includes the areas of finance, corporate governance, risk management, government and public relations.
Deborah is also the Chair of the Melbourne Convention Bureau, Visit Victoria and The Production Company.
Lorraine is a Non-executive Independent Director, Chair of Audit Compliance and Risk Management Committee and member of Remuneration and Nominations Committee for Pinnacle Investment Management Group.
Lorraine has worked in the financial services industry for 40 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014, she worked for 15 years with US based investment manager Marvin & Palmer Associates. Lorraine contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA Australia, now the CIMA Society of Australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Lorraine has been awarded Life Membership of both the CIMA Society and ASFA. Ms Berends holds a BSc from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Lorraine is an independent non-executive director of Plato Income Maximiser Limited, Spheria Emerging Companies Limited and Hearts and Minds Investments Limited (listed investment companies) and a company appointed director of Qantas Superannuation Limited.
Andrew is an Executive Director and Head of Institutional and International Divisions at Pinnacle Investment Management Group. Andrew is also a director of Pinnacle's international subsidiaries and the following Affiliates: Five V, Metrics, Plato and Riparian.
Andrew was appointed Executive Director of the Company on 1 September 2016 and has been a senior executive with Pinnacle since he commenced with the firm in March 2008. Andrew has over 20 years of global distribution experience across institutional, wholesale and retail markets and is currently responsible for leading the firm’s institutional and international divisions and assessing new affiliate partnerships. Prior to joining Pinnacle, Andrew worked as a senior distribution executive for Franklin Templeton.
Andrew has a Bachelor of Arts (Honours) from the University of Melbourne, a Master of Science in International Relations from the London School of Economics and Political Science and a Graduate Diploma of Applied Finance and Investment from Kaplan Professional.
Christa is a Non-executive Independent Director for Pinnacle Investment Management Group.
Christa specialises in employment and workplace law, with a practice that spans both the public and private sectors. She has 20 years’ experience in advising and representing clients on a wide range of contentious and non-contentious employment law matters, including discrimination law, industrial disputation, enterprise bargaining, day to day employment law advisory, managing psychosocial welfare and organisational change, workplace investigations and alternative dispute resolution.
Christa is a trusted advisor to many government agencies and works with clients across a range of industries, including banking and financial services, health and aged care, maritime and logistics, technology and the amusement industry.
Executive Leadership Team
Andrew is an Executive Director and Head of Institutional and International Divisions at Pinnacle Investment Management Group. Andrew is also a director of Pinnacle's international subsidiaries and the following Affiliates: Five V, Metrics, Plato and Riparian.
Andrew was appointed Executive Director of the Company on 1 September 2016 and has been a senior executive with Pinnacle since he commenced with the firm in March 2008. Andrew has over 20 years of global distribution experience across institutional, wholesale and retail markets and is currently responsible for leading the firm’s institutional and international divisions and assessing new affiliate partnerships. Prior to joining Pinnacle, Andrew worked as a senior distribution executive for Franklin Templeton.
Andrew has a Bachelor of Arts (Honours) from the University of Melbourne, a Master of Science in International Relations from the London School of Economics and Political Science and a Graduate Diploma of Applied Finance and Investment from Kaplan Professional.
Amy is Pinnacle Investment Management’s Director of Talent Acquisition and Development, and is responsible for people oriented aspects such as sourcing, developing, retaining and enabling our employees.
Amy is an Organisational Psychologist and has over 20 years of experience in Australia, the US, Asia and the Middle East.
Amy joined Pinnacle in 2018. Prior to this, she spent time working in the US, firstly in a psychological consulting firm before moving to Macquarie, where she was responsible for establishing the Talent function in the Americas and supporting all Macquarie’s operating groups from a Talent perspective. She then moved to an SVP role supporting Macquarie’s Fixed Income, Currencies and Commodities and Finance businesses. Amy moved back to Australia to support Macquarie’s retail bank from an HR perspective before moving to BT Financial Group in a Head of HR role.
Calvin is Chief Legal & Commercial Officer and Company Secretary of Pinnacle Investment Management Group Limited.
Prior to joining Pinnacle, Calvin practised as a solicitor at Herbert Smith Freehills with expertise in funds management, financial services, M&A and commercial transactions. Calvin has also worked at UBS Global Asset Management and Deutsche Bank in Sydney and New York.
Calvin holds a Master of Applied Finance, a Bachelor of Laws and a Bachelor of Commerce (Finance and Business Law) and a Graduate Diploma of Applied Corporate Governance. Calvin is a graduate member of the Australian Institute of Company Directors.
Dan is Pinnacle Investment Management's Chief Financial Officer, responsible for the group’s finance, technology and operations functions.
Dan has 20+ years professional experience in both Australia and overseas.
Dan joined Pinnacle in 2010. Prior to Pinnacle, he spent the first years of his career with Ernst & Young in the UK, working predominantly with financial services clients, qualifying as a Chartered Accountant in 2002. Following this, Dan spent over four years at Credit Suisse, heading up the Client Accounting function responsible for US$70bn of assets, predominantly in hedge funds and private equity assets, including in major offshore jurisdictions.
Kyle is a Director at Pinnacle Investment Management, responsible for Wholesale and Retail Distribution in Australia.
Kyle joined Pinnacle in 2023 with over 15 years experience in various sales and marketing roles in Funds Management, Technology, and B2B firms. Prior to joining Pinnacle, Kyle was an Investment Director and COO at Firetrail Investments, a Pinnacle affiliated boutique investment manager which Kyle co-founded in 2018 and helped to grow into a $7.5bn (AUD) asset manager. Prior to Firetrail, Kyle worked in Distribution as an Investment Specialist at Macquarie Asset Management.
Kyle holds a Master of Business Administration (MBA) from Newcastle University and a Bachelor of Communications from Western Sydney University.
Chris is a Director at Pinnacle Investment Management, responsible for driving the listed products business including in excess of $5bn of FUM across active ETFs and listed closed end funds (LICs and LITs).
Chris joined Pinnacle in 2018. Prior to Pinnacle, Chris was the CEO of RMI Investment Managers since 2015 where he built an asset management business by partnering with ten independent boutique asset management businesses in South Africa, collectively managing $10bn of FUM.
Prior to that, Chris was the founder and CEO of RMB Morgan Stanley since 2006, successfully leading the company to be the number one institutional equity business in South Africa.
Chris spent three years prior to that in New York as an Executive Director in Morgan Stanley’s US Equity research team where he analysed the US brokerage, asset management and stock exchange industries. Chris started off his career as an analyst and portfolio manager for six years at Merrill Lynch Investment Managers in both London and Princeton, New Jersey managing US and Global Equity funds.
Chris is a Chartered Financial Analyst (CFA) and Business Science honours graduate of the University of Cape Town.
Purpose & Values
To enable better lives through investment excellence.
EXCELLENCE
We are committed to a standard of excellence in both investment and operations.
We are continually looking to raise the bar to stay ahead of the curve for all our clients. Not only in investment management and producing investment returns, but also distribution, service, marketing, risk & compliance, administration, global thinking, infrastructure, decision making and teamwork.
HONESTY & INTEGRITY
We believe that it’s a great privilege to serve people and to be entrusted with their investments to help them meet their needs.
Individuals are expected to commit and contribute to our culture of acting lawfully, ethically and responsibly. To have a strong working knowledge of and adhere to our ‘Code of Conduct’.
We encourage our people to demonstrate a strong personal work ethic and question behaviours inconsistent with our values. To make wise decisions and to do the right thing even when no-one else is looking. Make promises that they can keep. To do what they say and to do it with integrity.
INNOVATION
We’re a progressive, nimble, talent driven, distribution and funds management infrastructure powerhouse.
Our team never stop dreaming, inventing, improving, imagining about how we can keep enabling better lives for people in a whole range of ways. We demonstrate flexibility and are prepared to adapt to our constantly changing needs.
EMPOWERMENT
Our people learn from and collaborate with the best in the business in a non-hierarchical, flexible, cross functional environment, which embraces differing perspectives, enables empowerment, fosters individual growth and thought. They have the support, power and freedom to do great things for our important Affiliates, who in turn have the space & freedom to focus on driving excellent returns for our investors, shareholders and our broader community.
Business Model
Pinnacle Investment Management is growing a diverse family of world-class investment management firms (Affiliates). Along with holding equity interests in our Affiliates, we provide seed funding, global institutional and retail distribution, and industrial grade middle office and infrastructure services. By providing our Affiliates with superior non-investment services, we enable them to focus on delivering investment excellence to their clients.
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Distribution services
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Financial reporting & accounting
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Human resources
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Information Technology
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Investment Infrastructure
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Legal support
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Licencing
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Marketing & business development
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Middle office functions
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Operations & operational support
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Responsible entity services
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Risk & Compliance
Careers
Life at pinnacle
There are few workplaces in the financial services industry as dynamic and diverse as what you’ll find at Pinnacle. One day you may be working alongside and supporting leading fund managers, the next assisting clients achieve their investment objectives with cutting-edge data analytics at your fingertips. Pinnacle’s workplace culture is one of collaboration, support and continuous personal development. Most importantly, we believe work-life balance is critical in enabling our people to reach their full potential.
Pinnacle recognises the benefits of a diverse group of employees reflecting different backgrounds, perspectives, styles, knowledge, experience and abilities. Workplace diversity in this context includes but is not limited to; gender, gender identity, age, race, disability, nationality, marital status, cultural background, sexual orientation, religious belief and ethnicity.
We are committed to workplace diversity and the Pinnacle Diversity Policy further outlines its focus on recruiting, developing, rewarding and retaining people with diverse backgrounds to meet the needs of our clients, shareholders and community.
To support the achievement of our diversity objectives, Pinnacle undertakes the following initiatives:
- equal opportunity recruitment process that draws a diverse pool of both applicants and shortlisted candidates for all positions, including Board and senior management appointments;
- flexible work arrangements to assist employees to balance their work, personal and family responsibilities;
- sponsoring Women in Finance scholarships to assist female university students in gaining a greater understanding of and experience in investment management.
Pinnacle has a strong focus on the development of its staff and facilitates practical development initiatives such as secondments, on the job rotational assignments and on demand learning programs. Access to each of these is based on merit, learning needs and equality. Each individual within Pinnacle has a personal development plan and meets regularly with their manager to discuss performance and relevant development initiatives that support Pinnacle’s commercial goals and the individual’s career aspirations.
In addition to these regular employee check ins, to help ensure a sense of purposeful direction for each employee and connectedness, the Group comes together at least twice yearly to hear directly from Ian Macoun, Pinnacle’s Managing Director.
Our people are key to the success of the Company and Pinnacle takes an active involvement in staff welfare and engagement. Pinnacle is fully supportive of initiatives to optimise the mental health of its employees. Pinnacle has an Employee Assistance Program for Pinnacle employees and their immediate family members. Confidential counselling is available to provide support on a range of personal and work-related issues. Pinnacle Directors monitor workloads, wellbeing and resourcing to ensure mental health is not compromised during periods of high stress.
Pinnacle is committed to providing a flexible working environment that suits an employee’s personal circumstances. Several employees are currently on part time working arrangements to enable them to balance family and personal responsibilities.
Compressed working weeks is another initiative Pinnacle is receptive to in circumstances where it is warranted. Following the birth of a child, the relevant people manager remains in communication with the employee on parental leave via ‘Keeping in Touch’ days so they feel informed and connected thereby assisting with the transition back to work.
