One Investment Group

What One Investment Group does

One Investment Group Pty Ltd is an independent Australian funds management business founded in 2009 and headquartered at Level 16, Governor Macquarie Tower, 1 Farrer Place, Sydney. The group provides fiduciary and fund-administration services to investment and asset managers operating in Australia, acting as Responsible Entity for registered managed investment schemes, Trustee for unregistered schemes, Corporate Trustee, Custodian, and Corporate Governance provider. It also delivers fund administration, accounting and tax compliance through its affiliate Unity Fund Services, and registry services through its subsidiary One Registry Services, with licensed operating entities including One Managed Investment Funds Limited, Columbus Investment Services Limited and One Investment Administration Limited. All subsidiaries are members of the Australian Financial Complaints Authority (AFCA).

The group's product surface spans cash/credit, equity, fund-of-funds, income, private equity and property mandates — administered on behalf of more than 680 funds representing in excess of AUD 100 billion across infrastructure, real estate, equities, credit and fund-of-funds asset classes. Distribution is B2B-direct to wholesale, sophisticated and professional investors, with marketing supported by industry-association sponsorships and a corporate LinkedIn presence. Operating geographies are explicitly Australia-only, with products and services stated as intended for Australian residents.

The group is privately held and founder-led, with Frank Tearle — who co-founded the business in 2009 — serving as Chief Executive Officer since December 2018. Senior leadership includes a CFO (joined January 2022), heads of Legal/Risk/Compliance, Corporate Trustee, Registry, Sales, and Directors covering Corporate Trust, Finance & Taxation, and Client Services, with prior tenures at firms including Perpetual, ANZ, Macquarie, State Street, UBS, Link Group, Mirvac, CIMIC, ING Real Estate, Indigenous Business Australia and Allco Finance Group. Revenue is not publicly disclosed; headcount is reported in the 11–50 range.

Name

One Investment Group

Legal name

One Investment Group Pty Ltd

Website

https://oneinvestment.com.au

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

One Investment Group is an independent Australian fiduciary and fund administration firm, acting as Responsible Entity, Trustee, Custodian and Corporate Trust provider to investment managers across 680+ funds and AUD 100B+ in assets under administration.

Ownership category

akta.pro rank

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Supply Chain

Distribution channels1 record

Marketing channels3 records

Core offering

One Investment Group provides independent fiduciary and fund administration services to professional investment and asset managers in Australia. Authorised under Australian Financial Services Licences, it acts as Responsible Entity for registered schemes and Trustee for unregistered schemes, while delivering corporate trust, custody, corporate governance, fund administration (via Unity Fund Services), registry (via One Registry Services), and tax compliance services across more than 680 funds and over AUD 100 billion in underlying assets.

Product overview

One Investment Group is an independent Australian funds management business established in 2009, providing fiduciary and fund administration services. The company operates a multi-product platform offering over 680 funds with more than $100 billion in Funds Under Administration. The core service offering includes Responsible Entity Services, Trustee Services, Corporate Trust Services, Custody Services, Corporate Governance Services, Fund Administration, Registry Services, and Tax Services. The product portfolio encompasses investment funds across multiple asset classes including cash/credit funds (Alexander High Yield Fund, Aura Core Income Fund, Barings Private Credit Fund, Oracle Fixed Interest Fund, Realm Investment Management Funds, The Aussie TEP Fund), equity funds (248 Emerging Companies Fund II, Asia Pacific Healthcare Fund II, Charter Hall Maxim Property Securities Fund, Euree A-REIT Securities Fund, Gyrostat Risk Managed Equity Fund, Indigenous Prosperity Fund, Sandon Capital Activist Fund, Saville Capital Emerging Companies Fund, Strategic Global Fund, Tosca (AF) Fund, Vestigo Investments Discovery Fund), funds of funds (Adamas Capital Diversified Fund, Alternative Investment Trust, Bateau Global Opportunities Fund, Euree Asset Management Funds, Rugby Future Fund), income funds (Atlas Australian Equity Income Fund, Barings Liquidity Investment Strategy, Gryphon Capital Income Trust, Indigenous Prosperity Fund, MFEG Real Estate Credit Fund, Msquared Mortgage Income Fund, Oreana Real Income Fund, Universus Master Income Fund), private equity funds (Adamantem Capital Fund I, FundWA I, Nash Capital TDG Fund), and property funds (Agricultural Land Trust, Diversified Property Fund, Indigenous Real Estate Investment Trust, KDCR Australia Trust, Benlee Property Trusts, Condell Park Industrial Property Trust, Kings Cross Property Trust, Kingsgrove Property Trust, Landen Funds). Subsidiaries Unity Fund Services provides fund administration and One Registry Services provides registry services.

Differentiator

Problem solved

Functional benefit

Brands

• Unity Fund Services: Affiliate providing comprehensive fund administration, accounting and taxation services to fund managers
• One Registry Services

Products and services

• Responsible Entity Services Acts as Responsible Entity for registered managed investment schemes, providing fiduciary oversight and regulatory compliance for Australian investment managers.
• Trustee Services Acts as trustee for unregistered managed investment schemes, authorised under Australian Financial Services Licences for wholesale, sophisticated and professional investors.
• Corporate Trust Services Provides corporate trust services to the financial services industry, including debt capital markets and funds management mandates.
• Custody Services Provides custody services in Australia, safeguarding assets on behalf of investors within managed investment schemes.
• Corporate Governance Services Provides corporate governance and company secretarial services, ensuring compliance with the Corporations Act and ASX Listing Rules.
• Fund Administration Unity Fund Services provides comprehensive fund administration, accounting and taxation services to fund managers.
• Registry Services One Registry Services provides registry services for financial market participants in Australia.
• Tax Services Registered tax agent providing tax compliance services for managed investment funds.
• Managed Investment Trusts Administration and management services for managed investment trusts in Australia.
• Employee Share Plans Services for managing employee share plan structures on behalf of corporate clients.
• Family Office Services Services designed for family office operations and governance.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Unity Fund ServicescoreStrategic or Co-development PartnerAffiliate of One Investment Group providing comprehensive fund administration, accounting and taxation services to fund managers. Operates as an integrated service offering alongside OIG's fiduciary services.
• One Registry ServicescoreStrategic or Co-development PartnerSubsidiary of One Investment Group providing premium registry services for financial market participants in Australia. Integrated with OIG's fund management services.
• Australian Institute of Architects (AIC)minorOthersCorporate sponsorship of Australian Institute of Architects industry association.
• Australian Corporate Counsel Association (ACSA)minorOthersCorporate sponsorship of Australian Corporate Counsel Association.
• Banking and Financial Services Law Association (BFSLA)minorOthersCorporate sponsorship of Banking and Financial Services Law Association.
• Financial Services Council (FSC)minorOthersCorporate sponsorship of Financial Services Council, the peak body for Australia's financial services industry.
• Property Funds Association (PFA)minorOthersCorporate sponsorship of Property Funds Association.
• Australian Financial Complaints Authority (AFCA)coreOthersOIG is a member of AFCA, which provides fair and independent financial services complaint resolution free to consumers. Subsidiaries including One Managed Investment Funds Limited, Columbus Investment Services Limited, and One Investment Administration Limited maintain AFCA memberships.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Perpetual Limited: Australia's largest independent trustee, custodian and corporate trust provider with overlapping Responsible Entity, custody and corporate trust services. Perpetual directly competes with OIG for RE mandates and corporate trustee appointments in the Australian market.
• Equity Trustees: Australian independent specialist in trustee, Responsible Entity and estate services, with a comparable product-agnostic positioning. Equity Trustees competes head-to-head with OIG for both registered and unregistered scheme mandates.
• Link Group (MUFG): Now part of Mitsubishi UFJ, Link Group provides fund administration, registry and investor services globally and is a direct competitor in Australian registry and fund administration. Comparable integrated service suite targeting the same investment manager clients.
• Mainstream Group Holdings: Australian fund administration and superannuation services provider (now part of Apex Group) with strong overlap in superannuation, fund accounting and administration services offered to Australian investment managers.

Broad incumbents

• Apex Group: Global fund services platform offering administration, custody, depositary and corporate services. Apex acquired Mainstream Group and competes across the full Australian fund services value chain with broader scale.
• TMF Group: Global provider of fund administration, corporate secretarial, accounting and tax compliance services. Comparable integrated service offering for investment funds with broader geographic footprint.
• SS&C Technologies: Global fund administration and asset servicing platform serving institutional and alternative asset managers. Competes with OIG in custody, fund accounting and transfer agency for Australian and cross-border funds.
• CSC (Corporation Service Company): Global provider of corporate services including fund administration, corporate trust and governance solutions. Comparable in Corporate Trust and governance service lines offered by OIG.
• Citco: Global fund administration and custody specialist with deep alternative-asset expertise. Competes for private equity, real estate and infrastructure fund mandates that OIG serves in Australia.
• BNP Paribas Securities Services: Global custodian and fund administrator servicing Australian investment managers. Comparable custody, transfer agency and corporate trust offerings at much larger global scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/one-investment-group-australia
• Xx.com/one_investment
• Facebookfacebook.com/One-Investment-Group-1772415612991730

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries5 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One Investment Group