T. Rowe Price Australia Limited

RIASEC RegisteredEst. 2018
Total AUM
$16.7B
Discretionary
$16.7B
100% of AUM
Avg account
$334M
Accounts
50
Employees
55
Advisory reps
6

Firm details

Headquarters
Sydney, New South Wales,
CRD number
290594
Registered since
March 20, 2018
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 33%, Derivatives 28%, Cash & Cash Equivalents 25%, US Government Bonds 9%, Non-Exchange Traded Equities 2%, Public Funds/Mutual Funds 2%33%
  • Exchange Traded Equities33%
  • Derivatives28%
  • Cash & Cash Equivalents25%
  • US Government Bonds9%
  • Non-Exchange Traded Equities2%

Owners & executives

2 of 2
  • Sik Chao

    Chief Compliance OfficerCRD 7347866

  • Timothy Chamberlain

    Chief Operating OfficerCRD 7982967

Contacts

3 of 4
  • Darren Hall

    Darren Hall

    Head of DistributionCRD 7282559

  • Elsie Chan

    Elsie Chan

    Head of DistributionCRD 3103490

  • Nicholas Beecroft

    Vice PresidentCRD 7982969

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth