At a glance

Relationships

#1 for Relationship Strength Index in FX and Rates

Peter Lee Associates – Foreign Exchange Survey Australia 2018. Ranking against the four major domestic banks & Interest Rate Derivatives Survey Australia 2018.

Lead role on 10 university

capital markets transactions since 2014.

$44.6m contributed

to our communities since 2017.

We're passionately committed to working with community organisations to nurture the next generation

For 150 years we’ve been working with schools, universities and community organisations to help manage their capital and financial service’s needs.

Here's what we offer:

  • Dedicated education and community team: our deep understanding of schools and universities and the community services sector underpins our ability to fund effectively.
  • Specialist solutions: leading manager and agent, bringing Australian universities to the A$MTN and USPP markets since 2014. We create unique and innovative solutions.
  • Leading financier: of student accommodation and university precinct developments.
  • A strategic partner: for research and industry engagement.
  • A deep investor network: we'll help you access a diverse range of markets through our global investor network.
  • A full-service investment platform: we provide comprehensive investment advisory, asset and consulting and custody services, plus a full suite of deposit, fixed-income, debt investment and derivative products to help drive investment returns.

Breaking new ground in education

We’re a mandated adviser to six universities, which reflects our commitment to helping educators have an impact in Australia – and beyond. We’ve worked with a range of innovators to achieve some extraordinary results. These include:

  • Acting as financial adviser and sole arranger on Australian Catholic University’s world-first university-issued sustainability bond.
  • Working as an innovation partner supporting key incubator and accelerator initiatives such as Western Sydney University Launchpad.
  • Leading 10 university capital markets transactions since 2014.

“We believe in funding and supporting organisations that are committed to change and innovation in the education and community sectors. We are seeing real global innovation as a result.”

Cathryn Carver

Executive General Manager, Client Coverage

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Awards and accolades

First sustainability bond

issued from an Australian University. We helped Australian Catholic University with a world-first.

Relationships

#1 for Relationship Strength Index in FX and Rates

Peter Lee Associates – Foreign Exchange Survey Australia 2018. Ranking against the four major domestic banks & Interest Rate Derivatives Survey Australia 2018.

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