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Pinnacle Securities

Empower your assets

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Asset Management

WE OFFER AN INNOVATIVE ASSET MANAGEMENT PLATFORM THAT IS COST EFFECTIVE AND DESIGNED AS A TURN KEY OPTION FOR INVESTORS

Pinnacle Securities provides clients with a range of funds management and operational services in most regulated jurisdictions, with well established, solid standing relationships with top-tier service providers throughout Australia and Asia.

Our asset management platform is a cost-effective solution to minimise operational costs whilst ensuring all compliance and regulatory oversight is maintained.

Pinnacle Securities’ asset management platform provides a ‘turn-key’ option for investors and fund managers by providing infrastructure, outsourced investment management, a centralised trading platform and prime brokerage services. We can register clients Segregated Portfolio Company (SPC) pursuant to the laws of the relevant jurisdiction that suits their needs.

The investment objectives and policies for each segregated portfolio are determined by the investment committee at the time of creation of each portfolio – which is set out in the supplement as agreed by the client.

Asset management services:

  • Services to external asset managers
  • End to end solutions for internal asset management
  • Segregated portfolio platform for wholesale investors and fund managers
  • Dedicated investment management services
  • Centralised trading infrastructure
  • Operational, legal and compliance services
  • Investor mandate protection and confidentiality

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Want to better manage your assets and achieve your financial objectives?

Arrange a complimentary discussion with our financial services team and empower your assets with Pinnacle Securities.

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Level 13, 49 York Street
Sydney,
New South Wales, 2000

Level 7, 33 Elkhorn Avenue
Surfers Paradise,
Queensland, 4217

© 2020 Pinnacle Securities Pty Ltd

Disclaimer: This website ("Pinnacle Securities Website") is published by Pinnacle Securities Limited (A.B.N. 52 106 760 418) ("Pinnacle"), Pinnacle Securities Pty Ltd (A.B.N. 61 608 667 778) holder of Australian Financial Services Licence No 485760, in good faith based on the facts known to it at the time of preparation and does not purport to contain all relevant information in respect of the financial products to which it relates. The information on this website is not intended to be an inducement, offer or solicitation to anyone outside of Australia. Any Information or advice contained on this website is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information or advice on this website, you should consider its appropriateness (and any relevant product) having regard to your circumstances and we strongly recommend that you seek impartial financial advice. All financial products involve risk and you should ensure that you understand the risks involved as not all financial products are suitable for everyone. Trading in certain products carries a higher level of risk as you may incur a loss in excess of the amount you originally invested. Past performance of any product described on this website is not a reliable indication of future performance
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