Moelis Australia is an ASX listed financial services group specialising in asset management, corporate advisory and equities.
Founded in 2009 alongside longstanding partner and leading global investment bank Moelis & Company, we are part of a global corporate advisory network. The firm has grown into a diversified financial services group specialising in corporate advisory, equities and asset management.
Since establishment, we have advised on over $110 billion of corporate advisory transactions, helped clients raise around $10 billion in equity capital markets and currently have over $5 billion in assets under management, managed on behalf of domestic and international retail, institutional and high net worth investors.
We listed in 2017 and now have a team of over 200 professionals working in offices in Sydney, Melbourne and Shanghai.
Moelis AustraliaBoard of Directors
Non-Executive Director and Independent Chairman
Jeffrey Browne is the Chairman of Moelis Australia
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 currently Chairman of carsales.com Ltd (non-executive director since 2013) and Premoso Pty Ltd (owner of business of “Holden Special Vehicles”). Jeffrey has been involved with Holden Special Vehicles since 2001 when he joined as a Non-Executive Director.
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
Managing Director & CEO
Andrew Pridham AO is the CEO of Moelis Australia.
Andrew has over 25 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 Moelis Australia. Moelis Australia 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.
Julian is a Managing Director of Moelis Australia and is Head of Real Estate Advisory and was one of the founders of Moelis Australia in 2009.
Julian has nearly 20 years of experience providing M&A and capital markets advice to real estate and funds management companies. Recent transactional experience includes the IPO of Redcape Hotel Group ($623m), simultaneous secondary capital raisings in Centuria Metropolitan REIT and Cenutria Capital Group ($376m) and SCA Property Group’s acquisition of a $631m portfolio from Vicinity.
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.
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.
Joseph Simon is a Managing Director and has served as our Chief Financial Officer of Moelis & Company since 2010.
Prior to joining Moelis & Company, Joe served as Chief Financial Officer of Financial Security Assurance from 2002 to 2010. Prior to joining Financial Security Assurance, Mr. Simon served as Chief Financial Officer of IntraLinks and TENTV.com from 2000 to 2002. Prior to that, Joe worked at Cantor Fitzgerald where he served as Chief Financial Officer, Global Controller and Global Head of Operations from 1993 to 1999. Before joining Cantor Fitzgerald, Joe was a Fixed Income Product and Legal Entity Controller at Morgan Stanley from 1986 to 1993. He began his career at Price Waterhouse from 1983 to 1986.
Joe holds a B.S. from Cornell University and an M.B.A. from The University of Michigan. He is a Certified Public Accountant.
Moelis AustraliaMOE Timeline
Shanghai office opened, total staff grows to over 160 and AUM of ~$3.7b
Lists on ASX (MOE.ASX), achieves revenue of over $100m and AUM of ~$2.9b
Grows total staff to over 70, revenue to over $60m and AUM of ~$1.1b
Melbourne office opened
Asset Management division established
Moelis & Company opened in Australia
Moelis AustraliaCompany Announcements
- Change of Director's Interest Notice [PDF]
- Record first half financial result and upgraded its full year forecast [PDF]
- 1H17 Financial Result [PDF]
- 1H17 Financial Report [PDF]
- First Half 2017 Results Presentation [PDF]
- MOE - Moelis Australia Ltd - Record Profit & Earnings Upgrade [PDF]
- Appendix 4D & Half Year Financial Report [PDF]
- Jul-17 - Change of Director's Interest Notice [PDF]
- Jul-17 - MOE Cleansing Statement [PDF]
- Jul-17 - Appendix 3B [PDF]
- Acquisition of Redcape Hotel Group for $677 million and upgraded earnings guidance [PDF]
- Acquisition of Redcape Hotel Group & Earnings Upgrade [PDF]
- Moelis Australia to acquire Armada Funds Management [PDF]
- Moelis Australia Limited Prospectus [PDF]
- Constitution [PDF]
- Equity Incentive Plan [PDF]
- Information Form and Checklist [PDF]
- Initial Director's Interest Notice [PDF]
- Audited accounts for year ended 31 December 2016 [PDF]
- Admission to Official List [PDF]
- Becoming a substantial holder [PDF]
- Listing Rule 1.2.5A statement [PDF]
- Pre-Quotation Disclosure [PDF]
- Audited accounts for years ended 31 December 2014 and 2015 [PDF]
- ASX Notice - Admission & Commencement of Official Quotation [PDF]
- Main Prospectus - Initial Public Offering of 25,000,000 Shares priced at AUD 2.35 [PDF]
Moelis AustraliaCorporate Governance
Charters & constitutions
2019 Corporate Governance Statement2019 Corporate Governance Statement [PDF]
Moelis Australia’s Corporate Governance Statement sets out the framework adopted by the Board and outlines our governance arrangements over the last financial year. The 2019 Corporate Governance statement forms part of our 2019 Annual Report
Audit and Risk Committee CharterAudit and Risk Committee Charter [PDF]
This charter outlines the roles and responsibilities of members of the Audit and Risk committees.
Nomination/Remuneration CharterNomination/Remuneration Charter [PDF]
This charter outlines the roles and responsibilities of the Nomination and Remuneration Committee.
Constitution for Moelis Australia LtdConstitution for Moelis Australia Ltd [PDF]
The Moelis Australia constitution outlines the rules for governing the company, including provisions dealing with the roles of Board and shareholders.
Moelis Australia is audited by Deloitte Touche Tohmatsu.
Our fiscal year ends on 31 December.
Moelis Australia 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.
Moelis Australia trades on Australian Securities Exchange (ASX) under the ticker symbol MOE.
Moelis Australia was founded in 2009 and became a publicly listed company on 10 April 2017.