BondAdviser is an independent investment research company that specialises in bonds and fixed income securities.…
Wednesday 7 October 2015
File attached: 061015_BondAdviser_PR_Cap Raising_FINAL
Independent fixed income research house BondAdviser today announced it has successfully closed its first capital raising to fund business growth.
The offer was supported by a number of high-net-worth private investors connected to the financial services industry.
BondAdviser Managing Director and Co-Founder, Geoff Malkin, said people familiar with bond markets understand the need for BondAdviser’s services and the opportunity for the business.
“The fixed income market is changing with new industry developments making bonds and other interest rate securities available to a broader range of investors. To make the most of this opportunity, private investors and their advisers need reliable, independent information and education,” said Mr Malkin.
“The people who’ve put their support behind BondAdviser recognise the important role we’re playing in providing transparency in the fixed interest market and helping people make intelligent investment decisions. As a truly independent company with the broadest coverage of retail-accessible interest rate securities, we’re in an ideal position to lead the market.”
The capital raising comes eight months after BondAdviser was successfully launched in Australia. Head of Research and Co-Founder, Nicholas Yaxley, said the business was ready to enter the next stage of growth.
“We’re really pleased with the progress of the business to date, in particular the level of interest in our research and online investment tools. The capital raising gives us the balance sheet to grow our subscriber numbers by pushing further into the financial advice market and also directly into the SMSF market,” said Mr Yaxley.
“Additionally, the capital will be used to develop our interactive analysis tools for the institutional market, to grow our team of research analysts and to enhance the technical capabilities of our platform through which our services are delivered.”
T: 03 9670 8615
M: 0433 279 231
BondAdviser is an independent, privately owned Australian company that provides fixed income research, pricing data and investment tools to investors and intermediaries via a central online portal.
BondAdviser’s research covers all ASX-listed interest rate securities and a large range of over-the-counter (OTC) corporate bonds for both the primary and secondary markets. This includes corporate bonds, hybrid securities, capital securities, inflation linked bonds, convertible bonds, exchange-traded treasury bonds, convertible notes and preference shares.
- Pricing data
BondAdviser’s pricing data is completely transparent and listed without brokerage fees. This enables investors to have informed discussions with their broker and secure fair pricing.
- Investment tools
The tools offered by BondAdviser – such as an advanced securities filtering function and price-yield calculator – help investors compare and choose the best securities for their portfolio. BondAdviser also offers model portfolios for investors seeking greater guidance.
The service is offered on a subscription basis through an online portal www.bondadviser.com.au
ABOUT THE CO-FOUNDERS
BondAdviser is owned by its founding directors Geoff Malkin and Nicholas Yaxley. BondAdviser has no connection to any other organisation and regards its independence as one of its key strengths.
Geoff believes strongly in the role of fixed income in investment portfolios, particularly as a source of steady income for retirees and people approaching retirement. He is passionate about developing the retail bond market in Australia.
Geoff brings invaluable knowledge and experience to BondAdviser gathered from more than 30 years in the Australian and Asian credit markets. Throughout his career he has held senior roles at DBSM (now UBS), Fay Richwhite and Grange Securities. At Grange Securities, he had an overseeing role with the Private Client division and was an Executive Director of Grange Asset Management Ltd.
Head of Research
Nick is dedicated to delivering high-quality, independent research that people can rely on to make investment decisions. He believes that more investors could add bonds and fixed income securities to their portfolio if they had access to institutional-quality information and the right support.
Nick brings more than 10 years of experience across global markets to the business. Prior to establishing BondAdviser, he held senior roles in credit research with firms including Morningstar, Lonsec and JP Morgan Asset Management. Most recently, he was responsible for Credit Research at Morningstar where he developed the company’s research and data offering for Australian fixed income.
For more information visit http://www.bondadviser.com.au/about-us