OUR PHILOSOPHY

Pinnacle’s philosophy is to provide specialist investment managers with superior distribution, fund infrastructure and support services to enable them to focus on delivering investment excellence to their clients. Our affiliated managers operate autonomously, in line with our philosophy that ‘supported independence’ is an essential ingredient in sustaining investment excellence and business resilience over the long term.

THE MODEL

Pinnacle holds equity interests in a number of specialist investment managers and provides them with a governance framework, working capital, seed funding and a comprehensive range of institutional quality and cost-effective distribution and other non-investment support services.

WHY PINNACLE?

Supported Independence

The Pinnacle business model, comprising several investment managers under the one ‘umbrella, is stronger than that of many single investment managers. Stand-alone managers can struggle in a highly regulated and demanding environment to provide the high-quality infrastructure needed for modern investment management and with achieving the resourcing depth, scale economies and purchasing power of their institutional and multi-affiliate / ‘house of boutique’ peers. The Pinnacle model is well accepted and endorsed by national and global research groups.

Distribution Services

• Product distribution
• Marketing and business development  Investment Infrastructure
• Business management
• Licencing and insurance
• Compliance and risk 
• Company secretarial and legal counsel
• Financial reporting and accounting
• Human resources
• Information technology
• Operations and operational support
• Middle office functions
• Responsible entity services

WHY BOUTIQUES?

Outperformance Pinnacle believes there is a superior way to undertake investment management, which requires a ’boutique environment’ coupled with ‘institutional resourcing’. Pinnacle provides the ideal environment to enable its boutiques to produce superior investment performance.

• A stable operating environment which frees investment professionals from unnecessary distractions;
• Strong, clear, repeatable and consistent investment processes;
• High quality, experienced, dedicated and passionate investment professionals; 
• Independence, autonomy and freedom from bureaucracy;
• Rewards and interests closely aligned to clients, with long-term equity participation in the business;
• Flexibility to respond to changing market conditions.

What is It

Our Graduate program is a 12 month structured program covering a mix of on the job learning and formal professional development. Pinnacle’s approach to development is one that focuses on the practical, relevant and hands on aspects to reinforce learning from coursework, peers and mentors.

As a Graduate with Pinnacle you will be assigned to a Buddy for the 12 month period, your Buddy is someone a bit like a mentor from whom you can seek advice and guidance on navigating our working environment.

At Pinnacle we treat Graduates in a way that fosters their immersion, growth and adaption to our working environment. As a cohort you will do a group-based action learning project which will provide exposure to our 12 Affiliated Investment Managers and senior leadership.

You will have the benefit of visibility and opportunity and rotate across various parts of Pinnacle should you be interested.

Pinnacle Investment Management offers internship positions to a select few students throughout the year. Previous summer intern students have been placed across our various Affiliated Investment Managers, our Pinnacle Finance team, Institutional Sales and Retail Research.

Our summer internships typically last 10-12 weeks and attract students in their penultimate year of university who would like to commence full time work the following year. We see our summer intern pool of candidates as a rich source of hiring for our full-time graduate programs. They are a great way for you to sample our working environment and hone your skills.

Our very own 2022 marketing intern, Elijah David, having a passion for content and video production, produced the following video which offers a glimpse of the internship experience at Pinnacle:

The Pinnacle Charitable Foundation

Helping to build a compassionate, creative and clever Australia

The Pinnacle Charitable Foundation has a longstanding mission to facilitate positive social change and help build its vision of an engaged and vibrant Australia. To achieve this, the Foundation and its forerunners have for 30 years maintained a continuous commitment to actively champion great Australian not for profit organisations.

We have a strong belief in corporate Australia’s responsibility to give back to the communities which sustain and inspire businesses both large and small.

History of Community Investment

The Foundation is proud to have built meaningful relationships with more than 60 Australian charities. Donations exceeding $3.4 million, coupled with pro bono assistance, have aimed to foster innovation and enable growth.