BennBridge boutiquesTellworth Investments launched in October 2017. Led by Paul Marriage and John Warren, the strategy is focused on UK equities with a small and mid-cap bias. Paul and John previously ran an established and multi-award winning UK equity long-short strategy with a long track record at Schroders and Cazenove Capital. As specialists in UK small and mid-cap stock picking, the Tellworth team aims to build on its previous success and deliver strong investment returns.
Pembroke Emerging Markets launched in April 2018. Sanjiv Bhatia, Founder and CIO of Pembroke, has more than 25 years' experience investing across emerging markets and a track record dating back to 2005. Most recently, he managed the Emerging Markets public assets for Harvard Capital Management. Sanjiv and his team aim to generate alpha by identifying high conviction ideas derived from top-down themes and bottom-up fundamental analysis, with a low net exposure.
BambuBlack Asset Management was established by Jane Andrews in July 2019 and invests in multi-cap listed equities in the Asia-Pacific region. It has two funds, which were previously being managed by Jane at Smith & Williamson and have now been renamed SVS BambuBlack Asia ex Japan All Cap and SVS BambuBlack Asia Income and Growth Fund.Skerryvore Asset Management launched in November 2019 in partnership with well-known emerging markets equities manager Glen Finegan. The Edinburgh-based boutique invests responsibly in emerging markets with the aim of generating long-term returns, with an unwavering focus on the quality of the businesses in which it invests.
Bennelong Funds Management (Bennelong) established
Bennelong Group (now known as Bangarra Group) establishes Bennelong Funds Management entity.
Bennelong Long Short Equity Management (BLSEM) established
Built on asset management capabilities established in 2002 by Richard Fish, BLSEM is formed as an entity.
CEO appointed – Jarrod Brown
Jarrod Brown is appointed as the CEO of Bennelong Funds Management.
The Bennelong Long Short Equity Fund commences operations
The Bennelong Long Short Equity Fund is converted from a managed account to a wholesale fund.
Bennelong Australian Equity Partners (BAEP) established
BAEP is founded by Mark East in partnership with Bennelong.
BAEP launches two funds
The Bennelong Australian Equities Fund and Bennelong Concentrated Australian Equities Fund are launched by BAEP.
BAEP launches ex20 fund
The Bennelong ex-20 Australian Equities Fund is launched by BAEP.
Avoca Investment Management (Avoca) established
Avoca is established by John Campbell and Jeremy Bendeich in partnership with Bennelong.
Avoca launches fund
The Bennelong Avoca Emerging Leaders Fund is launched.
Kardinia Capital established and fund launched
July - August 2011
Mark Burgess and Kristiaan Rehder partner with Bennelong to establish Kardinia Capital. Bennelong becomes Trustee for the Bennelong Kardinia Absolute Return Fund (previously the Herschel Absolute Return Fund).
CEO appointed – Craig Bingham
Craig Bingham is appointed as Bennelong’s CEO with a mandate to acquire teams and expand the distribution footprint, both domestically and globally.
4D Infrastructure (4D) established
4D is established in partnership with Bennelong by principles Sarah Shaw and Greg Goodsell.
Quay Global Investors (Quay) established
Quay is launched as a partnership between principals Justin Blaess and Chris Bedingfield and Bennelong. Prior to this, Quay operated as Quay Real Estate Advisors which was founded in 2013.
Touchstone Asset Management (Touchstone) established
Established as a joint venture with Bennelong, Touchstone is majority owned by principals Jack Chemello, Suellen Morgan and Mary Feros.
BLSEM launches retail fund
The Bennelong Market Neutral Fund is launched by BLSEM.
BAEP launches Twenty20 fund
The Bennelong Twenty20 Australian Equities Fund is launched by BAEP.
Quay launches retail global real estate fund
The Quay Global Real Estate Fund is launched to the retail market.
4D launches global listed infrastructure fund
The 4D Global Listed Infrastructure Fund is launched.
Touchstone launches index unaware Australian equities fund
The Touchstone Index Unaware Fund is launched.
Bennelong expands its business model offshore with the establishment of BennBridge, an asset management incubator located in London.
Wheelhouse Investment Partners (Wheelhouse Partners) established
Wheelhouse Partners is founded by Alastair MacLeod, Sam Jacob and Andrew MacLeod in partnership with Bennelong.
Wheelhouse launches global equity income Fund
The Wheelhouse Global Equity Income Fund is launched.
Tellworth Investments (Tellworth) established
Tellworth is a BennBridge boutique, founded by Paul Marriage and John Warren. As part of the partnership BennBridge is appointed investment manager of both the Schroders’ SARFCO UK Dynamic Absolute Return Fund and the Schroders’ SAS UK Dynamic Absolute Return Fund.
BAEP launches Bennelong Emerging Companies Fund
Bennelong Emerging Companies Fund is launched by BAEP.
Pembroke Emerging Markets (Pembroke) established
Pembroke Emerging Markets is a BennBridge boutique, led by Sanjiv Bhatia.
Pembroke Emerging Markets Fund was launched
The Pembroke Emerging Markets Fund is launched.
Bennelong expands into the
Bennelong expands into the United States via a new subsidiary, BennBridge US, located in New York.
BambuBlack Asset Management established
BambuBlack Asset Management was established by Jane Andrews in partnership with BennBridge in July 2019. Jane has a successful track record of strong returns over two decades, having successfully managed two Asia Pacific funds while at Smith & Williamson. The funds have been transitioned to BambuBlack and rebranded SVS BambuBlack Asia ex-Japan All-Cap and SVS BambuBlack Asia Income and Growth Fund.
BambuBlack Asset Management launches funds
SVS BambuBlack Asia Ex-Japan All-Cap and SVS BambuBlack Asia Income & Growth are launched.
*AUM is calculated for 30 June each year
To navigate across the timeline, please click on the specific spot, drag the photo area with your mouse, or click on the left or right arrows.
Bennelong is part of the BFM Group, an investment company that partners with boutiques across the globe to deliver actively managed equity funds. Outside Australia the Group operates as BennBridge, with a presence in the UK and US.
Craig Bingham Chief Executive Officer
Craig Bingham joined Bennelong Funds Management in October 2014 as CEO. He is a highly regarded financial services executive with extensive experience in Australian and international markets.
Since joining Bennelong, Craig has fast-tracked the company’s growth, doubling the Australian-domiciled offering from four to eight boutique asset teams. In addition, Craig’s entrepreneurial drive has led to the company’s global expansion, establishing Bennelong’s offshore arm BennBridge in the UK and US (the global collective is now known as the BFM Group). This has included partnering with a further four boutiques in the UK, with plans for future growth.
A strong advocate of creating an enviable corporate culture, Craig has ensured the global ethos is one of high performance, while retaining a focus on mutual respect, open communication and continuous curiosity.
Craig was previously the CEO of Federated Investors Asia Pacific. Prior to that, he was CEO at Portfolio Partners (which later became Aviva Investors Asia Pacific) where he was responsible for establishing and developing licensed asset management businesses in Australia, Singapore and China, and expanding a presence in Asia and the Middle East.
Craig is also a Non-Executive Director of the philanthropic Bennelong Foundation.
Jeff Phillips Chief Financial Officer
B Bus (Acc), B Bus (Mgmt), CA, DFP
Jeff is the Chief Financial Officer of Bennelong Funds Management and has 20 years of experience in financial services, the last 13 being in funds management. He joined Bennelong in June 2012 and is responsible for the finance, operations, product and IT teams.
Prior to joining Bennelong, Jeff spent eight years with Aviva Investors/Portfolio Partners in senior finance and operational roles. Other previous employers include Brand Finance, Morgan Stanley (London office) and PricewaterhouseCoopers.
Jeff holds a Bachelor of Economics (Accounting) from Monash University and is a Member of the Institute of Chartered Accountants. He is also on the Board of Melbourne-based charitable agency, Family Life.
Ella Tassi Chief Marketing Officer
BA (Media/Sociology), Grad Dip Marketing
As the Chief Marketing Officer, Ella is responsible for overseeing the planning, developing, implementing and monitoring of the business’ marketing strategy and initiatives. The primary objective of the role is to generate revenue and drive global business growth by increasing demand, building brand awareness and facilitating customer attraction and retention through the provision of customer experience excellence.
Over the past 20 years, Ella has worked in financial services for a variety of fund managers, dealer groups and agencies, marketing to advisers, investors and shareholders.
Prior to joining Bennelong in 2008, Ella was Senior Marketing Manager at IOOF. Previous roles include Director at Lucid Marketing & Communications, marketing lecturer, Marketing Projects Manager at AXA Australia, and Account Director at Eclipse Multimedia.
Greg Thomas Chief Business Officer
Greg joined BennBridge, Bennelong’s UK arm, in November 2016 to establish the London-based business. Over the three years that Greg led BennBridge, the business partnered with four boutiques; implemented institutional grade operational and compliance systems; and grew to more than 25 staff across BennBridge and its boutiques. At the time of his departure in February 2020, BennBridge had over A$2bn in assets under management. Following Greg’s relocation to Sydney, he took up the role as Bennelong’s Chief Business Officer, supporting the company’s growth domestically and internationally.
Greg has more than 20 years of experience in financial services. Before joining BennBridge, he was Managing Director of Visium Asset UK LLP, the London office of Visium Asset Management, which managed assets of $8bn at its peak. Prior to this, Greg was Chief Operating Officer at Gruss Capital Management LLP and Copenhagen Capital LLP and Deputy Chief Operating Officer of Bailey Coates Asset Management. He started his career in Ernst & Young’s Investment Management Audit division, where he qualified as an accountant.
Greg has a Bachelor of Science from University of Wales, Cardiff, in Banking & Finance.
Hamish Wood Chief Strategy Officer
BCom (Acc), LLB, CA
Hamish is Chief Strategy Officer and has over 10 years of experience in the financial services industry. He joined Bennelong in February 2012 as Head of Operations and Finance, and was promoted to Head of Finance and Governance before assuming his current position.
Prior to relocating to Melbourne, Hamish spent four years with GLG Partners in London as a manager in the Finance division. Other previous employers include Citigroup (London) and PricewaterhouseCoopers (New Zealand).
Hamish holds a Bachelor of Law and Bachelor of Commerce (majoring in Accounting) from the University of Otago in New Zealand and is a member of the Institute of Chartered Accountants.
Client management team
Jonas Daly Head of Distribution
Jonas is Bennelong Funds Management’s Head of Distribution, responsible for managing the national sales team and developing and implementing the sales strategy for both institutional and retail markets. The primary objectives of the role are to drive and generate sales revenue, service key clients, and drive business growth by positioning both existing and new investment offerings during various market conditions.
Jonas has 25 years of financial services experience in banking, capital markets and funds management. Before joining Bennelong in November 2015, he worked for seven years at Colonial First State across multiple roles. Most recently he was National Manager of Alliance and Multi Manager businesses from a distribution perspective, and was also involved in CFSGAM and CFS Alliance Partner research and consultant relationships.
Prior to CFS, Jonas worked as an institutional business development manager with alternatives boutique Select Asset Management. He has also held senior institutional business development roles at Absolute Capital, Sydney Futures Exchange and the Australian Stock Exchange.
Jonas holds a Diploma of Financial Services in Derivatives from the Australian Financial Markets Association and a Bachelor of Business from Newcastle University.
Nicole Hammond Head of Client Experience
BAppSci, GCCAF, CA
Nicole is Head of Client Experience at Bennelong, with 12 years of funds management industry experience.
Nicole joined Bennelong in 2012 as a Senior Fund Accountant. She was promoted to Head of Investment Operations in 2015, and then on to the newly created role of Head of Client Experience in May 2019. In her current role, she draws on her broad knowledge of the business to oversee the client services and product teams.
Her previous employers include Aviva Australia (MLC) and Mercer Australia, with roles encompassing fund accounting, unit pricing, corporate finance, client services and operational due diligence.
Boards, governance and compliance
- Bennelong Funds Management Group Pty Ltd (BFMG) is BFML’s parent company and manages the Group’s equity interests in the Bennelong boutique fund managers; and
- Bennelong Funds Management Ltd (BFML) holds an AFSL, is the Responsible Entity for all the Bennelong Trusts, and provides a full range of sales, marketing and administrative services to Bennelong’s boutique fund managers.
Stephen Rix Non-Executive Director and Chair of the BFMG and BFML Boards
B Ec, CA, FAICD
Stephen has broad experience at chairman and director level with a wide range of financial services businesses, including investment banking, funds management and private equity.
He is currently Non-Executive Director of private equity firm Nightingale Partners Pty Ltd, book publishing firm Allen & Unwin Pty Limited and a trustee of the Australian Cancer Research Foundation. Previous directorships include Chairman of Travelex Asia Pacific and non-executive director of Colonial First State Private Capital Limited and Hopkins Partners Funds Management Limited.
Stephen's professional career has encompassed various including executive positions with Price Waterhouse, Rothschild Australia, Director of Merrill Lynch Australia, and Joint Managing Director of the investment banking group Hambros Australia. His career has also involved membership on various compliance, remuneration and audit and risk committees.
Andrea Waters Non-Executive Director and Chair of the ARCC
BCom, FCA, GAICD
Andrea is an experienced auditor, accountant and Non-Executive Director with over 35 years’ experience in Financial Services.
She is a Fellow of Chartered Accountants Australia & New Zealand and a member and accredited facilitator of the Australian Institute of Company Directors
She is a former partner with KPMG (until 2012) specialising in Financial Services audit. For the past seven years she has been a professional Non-Executive Director and is currently a Director of Genworth Mortgage Insurance Australia Limited (ASX:GMA), MyState Limited (ASX:MYS), Grant Thornton Australia Ltd, Citywide Service Solutions Pty Ltd and Colonial Foundation.
She was previously a Director of The Lord Mayors Charitable Foundation, Chartered Accountants Australia & New Zealand, Cancer Council Victoria, Care Super and Cash Converters International Limited (ASX:CCV). Andrea is the Chair of MyState’s Group Audit Committee and a member of the Group Risk Committee.
Lincoln McMahon Non-Executive Director
BCom, BA, INSEAD
Lincoln McMahon has extensive CEO and COO experience, as he has held senior roles in asset management, insurance and banking around the globe.
Lincoln previously worked as COO at BlackRock, which included a position on the board and CFO responsibilities. Prior to this, Lincoln was CEO at HSBC Insurance and Superannuation, which included a board role in Mexico City.
Vicki Allen Non-Executive Director
BBus, MBA, FAICD
Vicki Allen is an experienced non-executive director, with particular expertise in highly regulated industries. Previous directorships have included superannuation funds, government entities as well as listed and private companies.
Her executive career of over thirty years was spent in the financial services and property investment industries. Her executive career spanned senior strategic, operational, and investment management roles in organisations such as Westfield, Lend Lease, MLC and Trust Company.
Vicki is currently Chairman of Mortgage Choice Limited and Chairman of the BT Funds board.
Craig Bingham Chief Executive Officer and Director
Craig Bingham is the Chief Executive Officer (CEO), joining Bennelong on 20 October 2014. Craig is a highly regarded financial services executive with extensive experience in Australian and international markets.
He joins Bennelong from Federated Investors Asia Pacific where he was CEO. Prior to that, he was CEO at Portfolio Partners which later became Aviva Investors Asia Pacific, where he was responsible for establishing and developing licensed asset management businesses in Australia, Singapore and China, and expanding Aviva’s presence in Asia and the Middle East.
Under Craig’s leadership, he built the strong-performing, award-winning Aviva Investors brand in the Australian market, opened distribution offices in Taiwan, the Middle East and Japan, and created an enviable corporate culture with a strong profit focus.