Bell Potter Securities Limited

Overview

Bell Potter Securities Limited is a prominent Australian stockbroking and financial advisory firm, providing a full suite of services to private, corporate, and institutional clients. The firm offers services such as Retail Equities, Institutional Equities, International Equities, Equity Capital Markets, Portfolio Administration and Super Solutions, and Research. With over 310 financial advisers, Bell Potter Securities manages more than 120,000 accounts, with funds under advice exceeding $48 billion. The firm's revenue streams include brokerage fees from the purchase and sale of Australian and international listed equities and exchange-traded options, capital raisings and underwriting fees, and recurring administration fees. In 2022, Bell Potter Securities generated $90 million in gross Retail and Institutional brokerage. The firm's Portfolio Administration Service (PAS) is a comprehensive wealth administration service for private clients, incorporating investment administration and tax reporting across a wide range of direct and indirect asset classes. Super Solutions is Bell Potter Securities' premium superannuation and retirement solution, allowing private clients to establish self-managed superannuation funds. PAS and Super Solutions have funds under advice totaling $4.2 billion and generated revenue approaching $20 million in 2022. Bell Potter Securities Limited is a subsidiary of Bell Financial Group Limited, a publicly listed company on the Australian Securities Exchange (ASX). The firm has expanded its global presence with offices in the United States, United Kingdom, and Hong Kong, facilitating contacts with international investors and providing a broader range of services to its clients. The firm's leadership team includes Andrew Bell, Director; James Unger, Chairman & Head of Corporate Finance; and Dean Surkitt, Director & Managing Director of Retail Equities. Their combined expertise and strategic vision have been instrumental in the firm's growth and success in the financial services industry.

Investment Focus

• Investment horizon: 3-5 years
• Preferred industries: Financial Services, Technology, Healthcare, Real Estate, Energy
• Geographical focus: Australia, United States, United Kingdom, Hong Kong
• Investment stages: Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Portfolio Companies