T. Rowe Price Australia Limited
Firm details
- Headquarters
- Sydney, New South Wales,
- CRD number
- 290594
- Registered since
- March 20, 2018
- Website
- www.troweprice.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.54%
- Investment Companies9.53%
- Other1.2%
- Pension & Profit Sharing Plans0.69%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
T. Rowe Price Australia Limited operates as a corporate investment adviser focused on institutional clients and pooled vehicles, with a business footprint that includes portfolio management across individuals, small businesses, investment companies and larger institutions. The firm charges percentage-of-AUM fees and can also deploy performance-based fee arrangements. It is registered to act in commodity pool or trading capacities (CPO/CTA) and participates as sponsor or managing member of pooled investment vehicles. Investment activity shows a tilt toward liquid public markets—exchange-traded equities are the single largest asset type used in separately managed accounts—but the firm also allocates to private and non-correlated strategies. The adviser identifies as an active ESG investor, which suggests ESG considerations are integrated into security selection and manager due diligence across public and private allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Derivatives28%
- Cash & Cash Equivalents25%
- US Government Bonds9%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2Sik Chao
Chief Compliance OfficerCRD 7347866
Timothy Chamberlain
Chief Operating OfficerCRD 7982967
Contacts
3 of 4
Darren Hall
Head of DistributionCRD 7282559

Elsie Chan
Head of DistributionCRD 3103490
Nicholas Beecroft
Vice PresidentCRD 7982969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sydney, New South Wales, null
Location
Sydney, New South Wales, null
Headquartered in Sydney, New South Wales, null.
- Address
- Level 28 Governor Phillip Tower
- Office locations
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