MA Financial Group, formerly Moelis Australia, is an ASX-listed financial services group specialising in asset management, corporate advisory and equities.
Established in 2009 alongside New York-based Moelis & Company – a leading global independent investment bank – MA Financial Group has advised on transactions worth over $110 billion, and assisted clients to raise $11.5 billion in equity capital markets. Today, we have $5.4 billion in assets under management on behalf of domestic and international retail, institutional, and high-net-worth investors.
Board of Directors
Non-Executive Director and Independent Chairman
Jeffrey Browne is the Chairman of MA Financial Group.
Jeffrey has over 25 years of experience as a commercial lawyer including as principal of Browne & Co Solicitors and Consultants, a practice he founded early in his career.
Jeffrey is Chairman of Premoso Pty Ltd (owner of business of “Holden Special Vehicles”) and has been involved with Holden Special Vehicles since 2001 as a Non-Executive Director. He is the former Chairman at carsales.com Ltd, stepping down in 2018.
Between 2010 and 2013 Jeffrey also held the position of Managing Director of Nine Network Australia, where he served as Executive Director from 2006.
Jeffrey holds a degree in Arts from La Trobe University, Melbourne and a degree in Law from Monash University, Melbourne.
Andrew Pridham AO
Group Vice Chairman
Andrew Pridham AO is the Group Vice Chairman of MA Financial Group.
Andrew has over 30 years’ experience in investment banking and is the former Executive Chairman of Investment Banking at J.P. Morgan Australia where he completed many major M&A, equity raising and other advisory transactions and played a leading role in the significant growth of J.P. Morgan’s Australian business.
Andrew also spent 12 years at UBS where he held senior roles including Global Head of Real Estate Investment Banking and Head of Investment Banking for Australasia working in London and Singapore and was a member of the UBS Global Investment Banking Management Committee.
In 2009 he co-founded MA Financial Group. MA Financial Group was initially a 50:50 joint venture between NYSE listed global investment bank Moelis & Company and its Australian executives.
Andrew has been a director of AFL club the Sydney Swans since 2002 and the Chairman since 2013. He was raised in Adelaide and is an Alumnus of the University of South Australia.
Independent Non-Executive Director and Nomination and Remuneration Committee Chair
Alexandra Goodfellow is an Independent Non-Executive Director and Chair of the Remuneration and Nomination Committee of MA Financial Group.
Alexandra has over 30 years’ experience in human capital consulting across Board, CEO, Financial Services and Property within Australia, Asia and the UK.
Alexandra is currently Vice Chairman Australasia at Korn Ferry.
Alexandra is a member of the Funding Committee for the Westmead Children’s Hospital Grace Ward, a Non-Executive Director of the Sydney Swans, and a Mentor with the Minerva Network. Alexandra was a Founding Member of the Tiffany Red Cross Committee, and previously Advisory Committee Member for Women in Payments.
Independent Non-Executive Director and Audit and Risk Committee Chair
Simon Kelly is an Independent Non-Executive Director and Chair of the Audit and Risk Committee of Moelis Australia.
Simon has over 30 years’ experience in strategic, financial and general management across a range of Australian listed and unlisted consumer facing businesses.
He is currently Chief Executive Officer of technology start-up, NoahFace. He has previously served in C-Suite level roles at ASX listed Ardent Leisure, Virgin Australia, Nine Entertainment Co., Aristocrat Leisure and Goodman Fielder. He has extensive experience operating in complex regulatory environments, driving business transformation, M&A and capital markets.
Simon spent 10 years with PWC, is a Fellow of the Institute of Chartered Accountants in England and Wales, a Member of Chartered Accountants Australia and New Zealand and a Member of the Australian Institute of Company Directors.
Joint Chief Executive Officer
Chris Wyke is Joint Chief Executive Officer of MA Financial Group and was one of the founders of the company in 2009.
Chris has over 20 years’ industry experience, including extensive private equity, turnaround, restructuring, M&A, equity and debt capital markets transactions.
Chris has been involved with a broad range of clients and transactions, most recently the sale of TEN Network Holdings to CBS, the restructure and recapitalisation of both BIS Industries (A$1.1bn) and Slater and Gordon (A$730m), the purchase of the GE Consumer finance business (A$8.2bn), the reorganisations and control transactions of both Boart Longyear (US$352m), and Billabong (US$495m), the distressed acquisitions of both I-Med (A$1bn) and Channel 9 (A$3.4bn) on behalf of a syndicate of Special Situation / Private Equity investors.
Chris previously worked in investment banking for J.P. Morgan and UBS in London, Singapore and Sydney.
Chris holds a Bachelor of Economics with Honours from University College London.
Joint Chief Executive Officer
Julian is Joint Chief Executive Officer of MA Financial Group and was one of the founders of the company in 2009.
Julian has nearly 20 years of experience providing M&A and capital markets advice to real estate and funds management companies.
Julian was previously a senior member of JP Morgan’s Asia Pacific real estate investment banking team, and prior to that was a member of UBS’ Australian real estate research team
Julian has a Bachelor of Business (Property) and a Bachelor of Business (Banking and Finance) from the University of South Australia.
Kate Pilcher Ciafone
Kate Pilcher Ciafone is Chief Operating Officer of Investment Banking and a founding member of Moelis & Company.
Kate has been in the investment banking industry for almost 20 years as both a banker and operations executive. As a founding member of Moelis & Company, Kate has played a vital role in establishing, shaping and enhancing nearly every aspect of Moelis & Company’s management and operations.
Prior to Moelis & Company, Kate worked in the UBS Investment Bank Office of the CEO and President, where she helped to analyze growth opportunities and develop strategy for the firm. She began her investment banking career in the Financial Institutions Group at UBS Investment Bank.
Kate holds a B.S. in Commerce with distinction from The McIntire School of Commerce at the University of Virginia.
Ken Moelis is founder and Chairman of Moelis & Company and has served as Chief Executive Officer of that company since 2007.
Ken has over 30 years of investment banking and mergers and acquisitions experience. Prior to founding Moelis & Company, Mr. Moelis worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporate Finance at Donaldson, Lufkin & Jenrette, where he worked from 1990 through 2000.
Ken began his career as an investment banker with Drexel Burnham Lambert in 1981. Ken serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Board of the Tourette Syndrome Association and the Board of Governors of Cedars Sinai Hospital.
Ken holds a B.S. and an M.B.A. from the Wharton School at the University of Pennsylvania.
MA Financial Group – Rising Together
Moelis & Company launches in Australia
Asset Management division established
Melbourne office opened
70+ employees, revenue over $60m, AUM of ~$1.1bn
Listed on ASX (MOE.ASX), revenue over $100m, AUM of ~$2.9bn
Shanghai office opens, 60+ employees, AUM of ~$3.7bn
200+ employees, revenue over $1255m, AUM of ~$4.9bn
Chris Wyke and Julian Biggins appointed as joint CEOs. Moelis Australia announces record and acquisition of MKM Capital.
Name change from Moelis Australia to MA Financial Group.
MA Financial Company Announcements
Charters & constitutions
2020 Corporate Governance Statement
MA Financial Group’s Corporate Governance Statement sets out the framework adopted by the Board and outlines our governance arrangements over the last financial year. The 2020 Corporate Governance statement forms part of our 2020 Annual Report.
Board Charter of MA Financial Group
MA Financial Group’s Board Charter sets out the respective roles and responsibilities of its board and management.
Audit and Risk Committee Charter
This charter outlines the roles and responsibilities of members of the Audit and Risk committees.
This charter outlines the roles and responsibilities of the Nomination and Remuneration Committee.
Constitution for MA Financial Group Ltd
The MA Financial Group constitution outlines the rules for governing the company, including provisions dealing with the roles of Board and shareholders.
MA Financial Group is audited by Deloitte Touche Tohmatsu.
Our fiscal year ends on 31 December.
MA Financial Group will target a dividend pay-out ratio of between 25% and 50% of Underlying Net Profit After Tax. The dividend policy is subject to change and is at the absolute discretion of the Board. The Board’s intention is to pay dividends on an annual basis.
MA Financial Group trades on Australian Securities Exchange (ASX) under the ticker symbol MOE.
MA Financial Group was founded in 2009 and became a publicly listed company on 10 April 2017.