The future is worth investing in

Invested in making the world better


We’re constantly inspired by the role financial advisers play in our community.

These moving stories highlight how critical they are in creating a better world for all of us.


– Richard Brandweiner, Chief Executive, Australia, Pendal Group

Adviser Sam is helping families start again

Sam Bonello from GrowUp Financial is working hard for his clients — and his community. Watch as Sam introduces us to a single mum rebuilding her life thanks to responsible investing.

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Adviser Natalee is helping house older women

Natalee Cacozza from Focus Advisory is more than a financial adviser. She’s an agent of positive change. Here Natalee shows us how investment in affordable housing changed a woman’s life.

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Adviser Louise is helping turn lives around

Louise Rottier from Millennium Wealth is improving the lives of vulnerable Australians as well as her clients. Louise’s meets a woman who turned her life around thanks to responsible investing.

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Advisers explain how they’re helping make the world better

Peter Foley
Thirdview Financial Planning

Victoria Lindores
Koda Capital

Rob Baker
BB Wealth Management

Natalee Cacozza
Focus Advisory

Louise Rottier
Millennium Wealth

Sam Bonello
GrowUp Financial

Samuel Fenning
Advise Wise

The future is worth investing in

Pendal Group is an independent global investment manager focused on delivering superior investment returns for clients through active management.

Pendal manages $124.9 billion in Funds Under Management (at March 31, 2022) through Pendal (Australia), J O Hambro (Europe, UK and Asia), JOHCM USA and Thompson, Siegel & Walmsley (US).

Pendal operates a multi-boutique style business across a global marketplace through a meritocratic, investment-led culture. Our experienced, long-tenured fund managers have the autonomy to offer a broad range of investment strategies with high conviction. Our investment philosophy fosters success from a diversity of insights and approaches.

Contact a Pendal representative Hear from our portfolio managers