How to build, support & manage top-tier fund managers | Ian Macoun

Murdoch Speaks with Ian Macoun, the Managing Director of Pinnacle Investment Management Group.
Murdoch Gatti

York Wealth Management



In today’s ROCast Murdoch Speaks with Ian Macoun, the Managing Director of Pinnacle Investment Management Group.

Pinnacle is a growing multi boutique, which provides non-investment, funds management services to investment managers known as affiliates. Currently they oversee $90 billion worth of FUM across 15 affiliate investment firms in various asset classes. Along with holding equity interests in their Affiliates, Pinnacle provides seed funding, global institutional and retail distribution, and industrial grade middle office and infrastructure services. This structure enables their affiliate investment managers to focus on what they do best, whilst Pinnacle takes care of the rest.

For me I really enjoyed hearing Ian break down how Pinnacle came to be and why they have chosen to work with specific fund managers. He unpacks what services they offer to fund managers, how the business operates and where new technological advancements such as AI are being used to improve the services and overall managed fund industry.

Hope you enjoy.


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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd. This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it. Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance. York Wealth Management, AD Advisory Services and their representatives may receive fees or other benefits in relation to financial products and services. Please refer to our Financial Services Guide, available from York Wealth Management, for more information.

Murdoch Gatti
Founder | Private Wealth Adviser
York Wealth Management

Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....

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