DWS Investments Australia Limited

RIASEC Registered
Total AUM
$1.9B
Discretionary
$0
0% of AUM
Avg account
$36.5M
Accounts
52
Employees
25
Advisory reps
7

Firm details

Headquarters
Sydney,
CRD number
109112
Registered since
July 14, 2000
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles50.15%
  • Pension & Profit Sharing Plans40.66%
  • Sovereign Wealth Funds5.45%
  • Investment Companies3.74%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DWS Investments Australia Limited operates as a corporate, institutional registered investment adviser focused on serving institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management across investment companies, pooled investment vehicles and institutional or business accounts. It is identified as an active ESG investor and is organized under an ownership structure that includes a foreign-entity component. The firm is not positioned as a third‑party capital allocator; instead it manages portfolios directly while making use of external managers where appropriate. Its advisory activities include oversight of pooled vehicles and institutional mandates, and it maintains relationships across broker‑dealer, custody and other institutional channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Simon Murfin

    Simon Murfin

    Director & Chief Operating OfficerCRD 6994449

  • Samantha Mason

    Chief Operating OfficerCRD 8069053

Contacts

3 of 5
  • Chris Robinson

    Chris Robinson

    Account AdministratorCRD 6462198

  • Susanna Wong

    DirectorCRD 6866072

  • David Hendriks

    David Hendriks

    Head of AFCCRD 7473428

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sydney, null

Location

Sydney, null

Headquartered in Sydney, null.

Address
Deutsche Bank Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth