Family Office
IOOF
Melbourne, VIC, Australia
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
IOOF, now known as Insignia Financial Ltd, is a leading Australian financial services company originally founded in 1846. The company provides a range of wealth management services, including financial advice, superannuation, investment management, and trustee services. Headquartered in Melbourne, Insignia Financial serves over two million clients and manages significant funds under administration. The company has grown through several major acquisitions, including the purchase of MLC Wealth in 2021, and is recognized as one of Australia’s largest non-bank wealth managers.
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