Research & Advisory Board Appointment

Prime are pleased to confirm the appointment of BondAdviser as Prime’s research and advisory partner for Fixed Income and Credit Investments.

As part of the appointment Nicholas Yaxley, BondAdviser Founder and Managing Director has also been appointed to Prime’s Advisory Board.

BondAdviser was established in 2014 and are a leading provider of credit research, data, investment management and advisory services with a client base ranging from financial advisers to corporations, government institutions and not-for-profit organisations.

About Nicholas Yaxley

Nicholas Yaxley has over 15 years’ experience (including previously as Head of Credit Research at Morningstar) in developing research and investment solutions across Public and Private Credit Markets. As Managing Director of BondAdviser Nicholas has overseen a substantial period of growth where he has been instrumental in the development of BondAdviser’s proprietary Research as a Service, Managed Accounts and Data offerings to private banking, wealth and asset management clients.

Accompanying Nicholas is an experienced team including John Likos (Director), Nicholas Chaplin (Director), and Charlie Callan (Associate Director), who collectively hold valuable expertise across research, structuring, origination and risk management in the global fixed-income and alternative credit sectors.

BondAdviser’s background

  • Collective experience spanning over 75+ years in financial markets
  • $500+ million in funds under the group’s advice
  • Consistent above benchmark performance whilst maintaining a strong preference towards preserving capital

Fixed Income and Credit Investments come in many different shapes and sizes, though, the common theme within the space is the complexity of the underlying components which make up the investment itself.

Increasingly, we are seeing an uptick of offerings within the asset classes which provide specialised investments opportunities via exposure to the commercial real estate (CRE) debt space and other credit portfolios with investments spanning across several credit market segments, borrowers and industries. As a thought leader in the space BondAdviser in conjunction with EY, and the Alternative Investment Management Association (AIMA) jointly published the inaugural Australian Private Credit Introductory Guide.

The appointment of BondAdviser as Prime’s research partner will allow us to leverage their extensive knowledge and deep relationships to gain high quality investment opportunities and outcomes for clients.

On behalf of the Prime Investment Committee and Research Team (listed below) I’d like to welcome the BondAdviser Team and Nicholas and we look forward to their contribution;

  • Mark Johnson (Chair of Committee & Partner – Wealth Management)
  • Marcus Bogdan (Australian Equities Specialist)
  • Guy Silbert (Investment Manager), and
  • Jai Rodrigo (Dealer and Research Assistant)

The information in this article contains general advice and is provided by Primestock Wealth Management Pty Ltd (Primestock Wealth) AFSL No. 240277. This advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs.

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