BennBridge is a multi-boutique investment firm which strategically partners with specialist fund managers.

About Us

BennBridge Ltd (‘BennBridge’) is a multi-boutique investment firm which strategically partners with specialist fund managers. BennBridge provides a structure that gives our boutiques the same quality support offered by large institutional firms, but enables them to operate in a more personalised and entrepreneurial environment. As a minority equity partner to each boutique, BennBridge offers access to a global distribution network and a wide range of high quality investors, whilst also providing a holistic range of non-investment functions, enabling each boutique to focus solely on their own investment performance.

As a 100% owned subsidiary of the Bennelong Funds Management Group, a successful Australian based multi-boutique investment firm established in 2006 and currently managing approximately $8 billion USD/£6 billion GBP, BennBridge benefits from a powerful global distribution footprint and the ability to drive the scalability of boutiques’ success.

Bennelong and BennBridge are wholly owned by the Bangarra Group, a privately owned family office with a philanthropic agenda, demonstrated by their ongoing support of and alignment with the Group’s charitable arm, the Bennelong Foundation.

our offer

Managers – Why Partner with BennBridge?

We’re committed to sourcing and developing world-class boutiques.

The structure we provide gives our boutiques the same quality support offered by large institutional firms, but enables them to operate in a more personalised and entrepreneurial environment.

We offer a holistic range of services to each boutique, allowing them to focus on aiming to deliver strong investment performance.

We strive to develop long-term strategic partnerships where our culture and interests are closely aligned.

Co-locating our boutiques into our office gives them access to support services when they need it, and also allows them to mix with other high-calibre investment professionals in a non-competitive, collaborative environment within a robust control framework.

Investors – Why Invest in BennBridge Boutiques?

By managing all of the business and non-investment functions centrally we believe we are in a strong position to ensure each of our boutiques benefits from our top quality and robust investment infrastructure, operations and marketing.

We look to partner with high-alpha managers, with concentrated portfolios and high conviction positions.

We have a minority equity stake in each boutique and remain committed long-term partners.

We foster our boutiques’ entrepreneurial spirit while ensuring an institutional quality business.

By partnering with specialist boutiques we offer access to a wide range of investment opportunities across asset classes.

We work with a diverse investor base including endowments, pension funds, asset managers, fund of funds, multi-manager, private banks, family offices and financial intermediaries.

OUR BOUTIQUES

  • Bennelong has successfully partnered with eight managers across a range of investment strategies.

    Since our launch in 2017, BennBridge has partnered with two boutique fund management teams.

    Our first boutique, Tellworth Investments launched in October 2017. Led by Paul Marriage and John Warren, with BennBridge appointed as the investment manager, the strategy is focused on UK equities with a small and mid-cap bias and has US$599 million/GBP£462 million in AUM as at 31 August 2018.

  • Our second boutique, Pembroke launched in April 2018. Led by Sanjiv Bhatia, with BennBridge appointed as the investment manager, the strategy is focused on global emerging markets long/short equities.

Our Team

Craig Bingham

Chief Executive Officer
Bennelong Funds Management

Craig is a highly regarded financial services executive with extensive experience in Australian and international markets. Along with Greg, Craig sits on the governing body at BennBridge. Craig joined Bennelong from Federated Investors Asia Pacific where he was CEO. Prior to that, he was CEO at Portfolio Partners which later became Aviva Investors Asia Pacific, where he was responsible for establishing and developing licensed asset management businesses in Australia, Singapore and China, and expanding Aviva’s presence in Asia and the Middle East.

Under Craig’s leadership, he built the strong-performing, award-winning Aviva Investors brand in the Australian market, opened distribution offices in Taiwan and the Middle East, and created an enviable corporate culture.

Greg Thomas

Chief Operating Officer

Greg joined BennBridge in November 2016 to establish BennBridge’s London office. He has 19 years’ experience in financial services, the last 12 of which as a hedge fund Chief Operating Officer (COO). Greg is responsible for managing all non-investment activities at BennBridge including Operations, Risk, Compliance, Finance, IT, HR & IR.
Before joining BennBridge, Greg was Managing Director of Visium Asset UK LLP, the London office of Visium Asset Management, which managed assets of $8bn at its peak. Prior to Visium, Greg was COO at Gruss Capital Management LLP and Copenhagen Capital LLP and Deputy COO of Bailey Coates Asset Management. Greg started his career in Ernst & Young’s Audit division, where he qualified as an accountant.

Greg has a Bachelor of Science from University of Wales, Cardiff, in Banking & Finance.

Suzanne Porter

Head of Compliance

Suzanne joined BennBridge in December 2016. Suzanne is an experienced financial services professional who has built and developed robust compliance frameworks previously and has a broad understanding of automated system solutions available to hedge funds. Before joining BennBridge, Suzanne ran the UK compliance monitoring programme at Visium Asset Management.
Prior to Visium, Suzanne spent two years at BAML as the LIBOR Compliance Officer and the Conflicts of Interest Officer for Europe. Prior to BAML, Suzanne worked at both COMAC Capital LLP and Balyasny Asset Management.

Suzanne has a Bachelor of Arts from University College London in Western Asiatic Archaeology.

Ben Battye

Head of Operations

Ben joined BennBridge in May 2017 to help build out the Operations infrastructure. Ben has 18 years’ experience in financial services, all of which have been within Operations. Ben is responsible for managing all aspects of operational support for BennBridge including Trade Support, Middle Office, NAV oversight, P&L reporting and third party service provider relationships. Before joining BennBridge, Ben was Head of Operations at London based equity long/short alternatives specialist MSK Capital.

Prior to MSK, Ben held Operations roles at Ivaldi Capital, BlueBay Asset Management and JPMorgan.

Ryan Durance

Head of Business Development

Ryan joined Bennelong Funds Management in June 2015 and relocated back to London in late 2016, as part of the setup of BennBridge. Ryan has 11 years’ experience in financial services. His role encompasses building and maintaining the Firm’s client relationships across Europe, on behalf of BennBridge and Bennelong’s boutiques. He is also actively involved in BennBridge’s manager sourcing and evaluation process.
Before joining Bennelong as Head of Institutional Sales, Ryan worked as a Product Manager at Schroders PLC. Other roles included European Sales at Cazenove Capital Management, Barclays Wealth, Coutts & Co & Merchant Investors (now Sanlam).

Ryan has a Bachelor of Arts from Liverpool University in Modern History & Politics.

Fay Dalby

Director of Marketing & Investor Relations

Fay joined BennBridge in September 2017 and is responsible for Marketing and Investor Relations. Fay has 11 years’ experience in financial services, most recently as an Investment Director at Odey Asset Management, where she was responsible for asset raising and developing the firm’s intermediary relationships across the UK, Middle East and Asia. Prior to Odey, Fay spent 4 years as an Investment Specialist at Man Group/GLG Partners, where she focused on the equity hedge fund and long-only strategies, working closely with institutional and retail sales in the UK and Asia. Fay began her financial career in investment banking at Lehman Brothers, where she spent 2 years in the M&A division working up until the firm’s bankruptcy. Fay completed a Short Service (Gap Year) Commission in the British Army, as part of the Royal Artillery.

Fay graduated from the University of Oxford with a Masters (Hons) in Politics, Philosophy and Economics.

Helme Harrison

Director of Business Development

Helme joined BennBridge in September 2018 and is responsible for building and maintaining client relationships across the UK. Helme has 6 years’ experience in financial services, most recently at JO Hambro Capital Management, where she was responsible for asset raising and developing the firm’s intermediary relationships in London. Prior to JO Hambro, Helme spent 3 years as an Investment Director at BNY Mellon Investment Management, distributing funds on behalf of 13 partnership boutiques with a focus on UK financial institutions and private client wealth managers. Other roles have included UK sales at Blackrock (iShares) and Delta One risk at Credit Suisse.

Helme graduated from the University of Bristol with a degree in Aeronautical Engineering.

News

  • 16 October 2018 - Tellworth Investments

    Tellworth Investments launches UK Smaller Companies Fund Tellworth Investments LLP, a BennBridge boutique, is pleased to announce the upcoming launch of the LF Tellworth UK Smaller Companies Fund.. read more

    It is the top-ranked team in Australia’s National Road Series and has launched top-tier careers including Richie Porte.

    Craig Bingham, CEO of Bennelong Funds Management, said the partnership was a great fit for the company, with the cycling team’s philosophy mirroring Bennelong’s.

    “Our approach is to nurture and support the next big thing in investment management, and we have strong partnerships with a number of quality boutique asset managers.

    “Similarly, the Bennelong SwissWellness Cycling Team focuses on identifying and developing talent, and we are looking forward to building a successful partnership together.”

    Steve Price, team manager of the cycling team, said: “Bennelong’s support will be invaluable to the team as we prepare for the upcoming cycling season, starting with a series of races in Australia in early 2018. We look forward to a productive and successful partnership.

    “Having a non-industry partner increases our reach and adds value to our whole sponsor group, and we are confident that with their help the team will step up another level over the coming year.”

    The team recently won its eighth National Road Series crown in a row, and has also signed four new riders. They will be competing in the major Australian races at the start of 2018: the National Championships in Victoria; the Tour Down Under in South Australia; and the Herald Sun Tour in Victoria.

    Read more about the team and Bennelong's sponsorship here.

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  • 29 November 2017 - BennBridge

    Bennelong to sponsor up-and-coming cycling team Bennelong Funds Management is the new naming rights sponsor of Australia’s strongest domestic cycling team, to be known as Bennelong SwissWellness Cycling Team p/b Cervelo... read more

    It is the top-ranked team in Australia’s National Road Series and has launched top-tier careers including Richie Porte.

    Craig Bingham, CEO of Bennelong Funds Management, said the partnership was a great fit for the company, with the cycling team’s philosophy mirroring Bennelong’s.

    “Our approach is to nurture and support the next big thing in investment management, and we have strong partnerships with a number of quality boutique asset managers.

    “Similarly, the Bennelong SwissWellness Cycling Team focuses on identifying and developing talent, and we are looking forward to building a successful partnership together.”

    Steve Price, team manager of the cycling team, said: “Bennelong’s support will be invaluable to the team as we prepare for the upcoming cycling season, starting with a series of races in Australia in early 2018. We look forward to a productive and successful partnership.

    “Having a non-industry partner increases our reach and adds value to our whole sponsor group, and we are confident that with their help the team will step up another level over the coming year.”

    The team recently won its eighth National Road Series crown in a row, and has also signed four new riders. They will be competing in the major Australian races at the start of 2018: the National Championships in Victoria; the Tour Down Under in South Australia; and the Herald Sun Tour in Victoria.

    Read more about the team and Bennelong's sponsorship here.

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  • 9 October 2017 - BennBridge

    BennBridge partners with emerging markets specialist Pembroke for second boutique launch BennBridge, the multi-boutique investment firm which launched into the UK last year, has launched its second boutique after partnering with emerging markets manager Pembroke... read more

    Sanjiv Bhatia, Founder of Pembroke is a specialist in emerging markets (EM) equities, having managed the EM portfolios within the Harvard Endowment from 2013 to 2017.

    Bhatia and the team generated a high quality track record* during the period, generating alpha by identifying high conviction ideas derived from top-down themes and bottom-up fundamental analysis, with a low net exposure.

    Bhatia has spent the last quarter of a century investing in Asian and Emerging Markets. He spent 12 years at Goldman Sachs where he was Head of Asian Equity Trading in Hong Kong, before then building the Asian business at Deephaven Capital Management and Isometric Capital. He joined the Harvard Endowment in 2012 as a Managing Director.

    Pembroke will be launching as a BennBridge boutique in Q1 2018, offering a range of investors access to Bhatia and his team’s expertise.

    Ryan Durance, Head of Business Development at BennBridge, said “We believe it is the optimal time in the emerging markets equity cycle to launch a specialist emerging market boutique. We continue to see robust client demand globally and expect the asset class will continue to provide a consistent source of alpha for skilled managers over the long-term. Sanjiv stood out because of his extensive experience investing in Asian and emerging markets equities and his proven and long track record. ”

    Sanjiv Bhatia, Chief Investment Officer at Pembroke, said “Having managed a successful emerging markets long/short strategy since 2005, I am pleased to now launch my business in partnership with BennBridge and pursue this strategy for the benefit of a greater audience. We aim to continue to capture the alpha opportunity in global emerging markets equities and hope to continue delivering strong uncorrelated returns to clients. We look forward to opening the fund up to a wide range of external investors in Q1 2018 as a BennBridge boutique.”

    The launch of Pembroke follows the recent launch of Tellworth, a BennBridge boutique led by Paul Marriage and John Warren, with a focus on UK small and mid-cap equities, which started trading earlier this month with £385m.

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  • 2 October 2017 - Tellworth Investments

    BennBridge launches first boutique partner Tellworth Investments with £385m Multi-boutique investment firm BennBridge Ltd (“BennBridge”) is pleased to announce the launch of its first long-term strategic partner, boutique firm Tellworth Investments (‘Tellworth’), which will be led by experienced investment duo Paul Marriage and John Warren... read more

    As part of the partnership with Tellworth, BennBridge has been appointed investment manager of both the Schroders’ SARFCO UK Dynamic Absolute Return Fund and the Schroders’ SAS UK Dynamic Absolute Return Fund, managing £385m of assets at launch.

    Commenting on the launch, Paul Marriage, Co-Founder of Tellworth, said “Having managed these funds since 2005 at both Cazenove and Schroders, we are delighted to continue running the strategy and to continue our relationship with Schroders. We remain fully committed to our clients and look forward to working with them, Schroders and the team at BennBridge.”

    The award-winning UK equity long-short strategy has a long track record with an annualised return of +10.1% since launch*. As specialists in UK small and mid-cap stock picking, the Tellworth team will aim to continue to capture the alpha opportunity in small cap markets and strive deliver superior returns to their clients.

    As part of the launch, Tellworth has expanded its existing team, with three new members of staff joining to work alongside Paul Marriage and John Warren.

    Stephen Nash joins as Head of Trading with over 20 years’ experience in equity trading for investment firms and expertise in trading UK small to mid-cap stocks. Seb Jory will join as Head of Data Driven Strategies, while James Gerlis joins as an Equity Analyst focusing on researching stock specific investment opportunities. Seb was previously at Liberum Capital and brings his macro-economic and quantitative expertise to the team, while James has seven years’ investment experience at Blackrock where he specialised in UK and Emerging Market equities.

    John Warren, Co-Founder of Tellworth said, “This is an exciting time for Tellworth. We aim to continue delivering strong investment returns for our clients through BennBridge and in order to do that it is important we have a first class investment team”.

    “We have worked with Stephen since the outset in 2005. We are confident his experience and expertise will continue to bring great benefits to the team. Meanwhile, Seb and James will add an additional dimension to our investment process giving us potential to launch further funds in the future and widen our product offering through BennBridge.”

    Commenting on the launch of Tellworth, Greg Thomas, Chief Operating Officer at BennBridge said, “We are excited to launch our first boutique with managers of such high calibre. Our strategic long-term partnerships are key to our business and we are confident Paul, John and the team will build on their success at Schroders and continue to grow”.

    *Refers to Schroders UK Dynamic Absolute Return strategy which launched in 2005.

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  • 1 June 2017 - Tellworth Investments

    BennBridge to be appointed investment manager on Schroders’ UK Dynamic Absolute Return strategy BennBridge today announces it has agreed in principle with Schroders to become investment manager of both SARFCO* UK Dynamic Absolute Return Fund and SAS** UK Dynamic Absolute Return Fund, subject to regulatory approval and due diligence... read more

    Fund managers Paul Marriage and John Warren would transition to BennBridge in the fourth quarter of 2017 where they would continue to manage both strategies. The investment objectives of the funds would not change as a result.

    Branded as Tellworth Investments LLP, Paul Marriage and John Warren would cease to be employees of Schroders at that time.

    It is anticipated that SAS UK Dynamic Absolute Return Fund will migrate onto the Schroder GAIA platform in the future. The Schroder GAIA platform consists of alternatives funds whereby Schroders acts as distributor with a third party as investment manager.

    For further information please read the media release.

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  • 14 May 2017 - BennBridge

    BennBridge opens London office Newly established BennBridge has opened its London office at Jermyn Street. It will provide operational and infrastructure support for boutique funds management teams and distribute their funds across global markets... read more

    BennBridge was launched in December last year and is led by Greg Thomas as Chief Operating Officer, supported by Ryan Durance (Head of Business Development), Robert Gough (Director of Business Development), Ben Battye (Head of Operations), and Suzanne Porter (Senior Compliance Manager).

    BennBridge is part of Bennelong Funds Management (Bennelong), an Australian-based business which has almost AUD$8 billion in funds under management and eight boutique funds management partners.

    Greg said: “Our business model is to provide a holistic range of services to our boutique partners, allowing them to focus on what they do best – managing clients’ assets.

    “This model has proven a successful one in Australia, where Bennelong has been operating since 2006.

    “Beyond the functional support we provide, the real value of our offering is the entrepreneurial culture which nurtures innovation. This, coupled with BennBridge’s backing and business support, is what helps drive the scalability of our asset managers’ success,” said Greg.

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Contact Us

  • Ryan Durance

    Head of Business Development
    Phone:
    +44 (0) 20 7872 7602
    Email Ryan

  • Helme Harrison

    Director of Business Development
    Phone:
    +44 (0) 20 7872 7605
    Email Helme

  • Fay Dalby

    Director of Marketing & Investor Relations
    Phone:
    +44 (0) 20 7872 7608
    Email Fay

Eagle House
108-110 Jermyn Street, London SW1Y 6EE
IR@bennbridge.com
www.bennbridge.com