ABOUT US
Leodaritsis & Lynch is a boutique independent Australian funds management business specialising in responsible entity, trustee, corporate trust, legal services and management.
Our business model is unique in the industry. We are pioneering a one-stop-shop approach that covers every aspect of managed investment scheme solutions from start to finish. What sets us apart is the collective expertise and unique experiences of our principals, whose diverse skill sets come together to provide a comprehensive and complementary range of services. This collaborative approach enables us to offer a deep understanding of the intricacies of the investment landscape, allowing us to both support investment managers and protect and maximise investor outcomes in an unparalleled way in the market. By leveraging our combined strengths and insights, we can deliver a truly distinctive and value-added experience for our clients.
The group is supported by a team of lawyers, accountants, property professionals and specialist consultants that specialise in a range of asset classes including real estate, infrastructure and mortgage funds, private credit, equities and alternate investment funds.
Together, the founders have more than 70 years’ experience in financial services law, corporate governance, equity capital markets, investment research, and funds management. They are supported by an executive team with each more than 20 years’ relevant experience.
The Leodaritsis & Lynch Group holds three Australian Financial Services Licences that enable it to act as a Responsible Entity, Trustee, Custodian and the ability to provide services to wholesale and retail managed Investment schemes which are regulated by ASIC.
In addition, we operate a legal practice that specialises in Australian financial services law.
We strive to deliver exceptional service through our specialised boutique approach, which focuses on efficiency, transparency, and good governance. Through our comprehensive suite of services, we aim to be the trusted partner for investment managers seeking a reliable and experienced team to support their investment strategies.
Our vision is to be the leading provider of fully integrated managed investment scheme solutions, offering a seamless process for investment managers from investment fund inception to wind-up.
At the core of our vision is a steadfast commitment to protecting investors and unit holders. We prioritise and uphold good governance practices, diligently working to avoid conflicts of interest that may undermine investor returns. This commitment to ethical standards, transparency, integrity, and accountability is how we build trust with our clients and ensure that their investments are managed with the utmost care and professionalism. Our unwavering dedication to investor protection sets us apart as a reliable and trustworthy partner in the managed investment scheme industry.
Choosing a trustee involves careful consideration of their values to ensure they will manage the trust responsibly and effectively. Our core values are:
LLA Trustees (LLA) was established in 1999 and is our preferred RE for retail-managed investment schemes.
LLA has provided managed investment services to investors and promotors of managed investment schemes for over 20 years and currently acts as a RE/Trustee and Custodian for over 15 managed investment scheme projects.
These projects include residential property investments, commercial property syndicates, trusts, mortgage and debenture programs, property development ventures, and resource and agricultural investment projects.
LLA Capital was founded in 2019 and is our preferred Trustee for wholesale or unregistered managed investment schemes.
LLA Capital Partners (LLCP) is a boutique investment research and portfolio management firm that was established in 2006 to provide incisive equities analysis and wealth management solutions to family offices, financial advisers, and accountants.
Our consultancy services specialise in providing strategic equities research and advice to unlisted and listed microcap financial services and property companies, corporate and investment product research, and independent investment portfolio services.
LLA Legal is an incorporated legal practice that provides independent legal advice focusing on managed investment schemes, trusts, banking, and finance. The firm’s principal has over 25 years of experience assisting major banks and funds managers in all aspects of financial services law, having worked with both national law firms and boutique firms.
LLA Legal assists clients with setting up managed investment schemes, fulfilling licensing requirements, and ensuring compliance throughout the scheme’s lifespan, and right through to the winding up of the investment scheme.
As an independent incorporated legal practice, LLA Legal also provides transactional advice and services for secured commercial and residential loans throughout Australia. This includes preparing all loan documents and handling settlements and discharges of securities. Additionally, LLA Legal can enforce and default loans.
The firm is supported by an extensive group of external legal advisors.
Peter Leodaritsis
Peter Leodaritsis is a leading Australian securities industry figure with over 35 years of extensive experience in equities research, including 25 years in institutional equities. He has extensive experience in corporate valuations, equity capital markets, portfolio construction and investment management.
Peter is a skilled strategic thinker with strong commercial acumen. He possesses advanced analytical and financial numeracy skills and is an exceptional presenter and communicator.
Peter is widely recognized as one of Australia’s leading financial sector analysts and is also known for founding Australia’s first significant independent equities research firm, Aegis, and successfully transforming it into a profitable and industry-leading player before its acquisition by Morningstar in 2010.
Peter is a result-driven leader with an inclusive and collaborative leadership style, high personal integrity, and strong interpersonal skills.
Peter is the Chairman of The Leodaritsis & Lynch group of companies and Chief Investment Officer of the Wealth Management divison.
Dermott Lynch
Dermott has over 25 years of experience working as a lawyer, corporate advisor and business owner. Uniquely, Dermott has strong experience in both corporate law and commercial litigation with a focus on financial services. In addition to working as a partner/principal in national law firms, Dermott has adapted his legal and commercial skills to create, develop, and divest businesses in Australia and the UK, both as a company founder and a commercial and legal advisor. Dermott has assisted US fund managers in creating funds and assisting them with potential acquisitions and continues to assist clients with establishing funds, corporate and regulatory compliance and general risk management.
Dermott is the Managing Director of Leodaritsis & Lynch Legal and the group’s General Counsel.
Peter is a leading Australian securities industry figure with over 35 years of extensive experience in equities research, including 25 years in institutional equities. He has extensive experience in corporate valuations, equity capital markets, portfolio construction and investment management.
Peter is a skilled strategic thinker with strong commercial acumen. He possesses advanced analytical and financial numeracy skills and is an exceptional presenter and communicator.
Peter is widely recognised as one of Australia’s leading financial sector analysts and is also known for founding Australia’s first significant independent equities research firm, Aegis, and successfully transforming it into a profitable and industry-leading player before its acquisition by Morningstar in 2010.
Peter is a result-driven leader with an inclusive and collaborative leadership style, high personal integrity, and strong interpersonal skills.
Peter is the Chairman of The Leodaritsis & Lynch group of companies and Chief Investment Officer of the Wealth Management division.
Dermott has over 25 years of experience working as a lawyer, corporate advisor, and business owner. Uniquely, Dermott has strong experience in both corporate law and commercial litigation with a focus on financial services. In addition to working as a partner/principal in national law firms, Dermott has adapted his legal and commercial skills to create, develop, and divest businesses in Australia and the UK, both as a company founder and a commercial and legal advisor.
Throughout his career, Dermott has acted for banks, private lenders, and fund managers, advising on commercial transactions and structures, and in respect to legislative and regulatory compliance.
He has also assisted US fund managers in creating funds in the UK and targeting acquisitions across multiple jurisdictions.
In recent years, Dermott has developed fund structures for Australian funds and fund managers including drafting all necessary documents and compliance manuals, along with providing ongoing risk management services.
Dermott is the Managing Director of Leodaritsis & Lynch Legal and is the group’s General Counsel.
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
We bring the right people together to challenge established thinking and drive transform in 2020
A boutique independent Australian funds management business specialising in responsible entity, trustee, corporate trust, legal services and management.
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