About Us
Who We Are
We empower Australian sophisticated investors and their financial advisers to navigate direct ownership of fixed income opportunities with confidence through our deep expertise, institutional grade opportunities and unwavering transparency.
Our investment offerings all strive for a sensible, risk-adjusted return, to smooth out market fluctuations in the most cost-effective way.
Bonds
Meet your income and capital preservation needs with a comprehensive range of global and domestic over-the-counter bonds.
Sydnicated Loans
Gain direct access to large, senior secured institutional loans, offering attractive yields and predictable cash flows.
Managed Discretionary Accounts
Benefit from direct ownership of assets in a curated portfolio combining investment grade bonds and syndicated term loans.
Our Vision
To be a leading player in the Australian capital markets, providing innovative and client-focused solutions for investors.
Our People
We only hire the best people, who are recognised as being highly skilled in their field. Our leaders lead by example, emphasising ethical and transparent behaviour at all times.
Our Business Model
We efficiently supply vanilla investment grade bonds for income focused investors. We look to bring interesting deals with good risk/return metrics, and we bring boring deals in interesting ways. We also bring liquidity in high yield and bank loan markets, where this didn’t exist previously.
Investing in Income Asset Management (ASX:IAM)
Find out more about our corporate governance and view company announcements at the ASX.
Our Values
I AM
We are genuinely excited about our work and what we are building at IAM. We take ownership and approach our work with a growth mindset, for ourselves and for IAM.
I TRUST
We do the right thing by our people, clients, shareholders and business partners by acting ethically, with integrity, transparency, and by delivering on our promises.
I CARE
We support and respect each other through flexible, collaborative, and accountable work practices. We put our clients first by upholding the highest standards of compliance, care, and proactive service.
I ASPIRE
We think boldly and act with ambition, embracing innovation, calculated risk-taking, and sustainable growth while staying true to our responsibilities and purpose.
The Board
Danielle Press
Chair of the Board
Danielle has extensive experience in capital markets, asset management and financial services regulation.
Jon Lechte
Managing Director
Jon Lechte has more than 30 years’ experience in Australian and international fixed income and cash management.
Jim Simpson
Director
A founding member of Platinum Asset Management, Jim has spent nearly two decades since his 2007 retirement investing his own family office capital with a particular focus on income strategies including bonds and private credit.
Senior Management
James Shillington
Co-Head Capital Markets
James is a fixed interest product specialist with extensive experience in financial markets. He is currently Executive Director and Co-Head of Income Asset Management – Capital Markets Division.
Kyle Lambert
Co-Head Capital Markets
Kyle brings a wealth of fixed income and financial markets experience. He is currently Executive Director and Co-Head of Income Asset Management – Capital Markets Division.
Jenna Hayes
Head of Sales
Jenna brings deep experience across global and Australian financial markets, having held rules at leading financial institutions. In her role as Head of Sales, she is focused on bringing fixed income opportunities to Australian investors.
Credit Strategy, Portfolio Management & Debt Capital Markets
Matthew Macreadie
Executive Director – Credit Strategy & Portfolio Management
Matthew provides credit commentary and views on the bond market and specific credit issuers with the aim of aiding investors to make better risk-return decisions.
Tim Smith
Executive Director – Debt Capital Markets
Tim has over 15 years’ experience in financial services across business banking, futures trading and fixed income markets.
Tony Perkins
Head of Structured and Asset Backed Securities
Tony brings over three decades of experience in the financial services industry, specialising in structured finance, asset-backed securities, and debt capital markets.
Fixed Income Sales
Cameron Window
Executive Director
Cameron is an experienced fixed income professional, and assists both private and institutional clients in creating and managing diversified bond portfolios.
Peter Curtin
Executive Director
Peter has more than 30 years’ experience in fixed income distribution and enjoys helping private investors setup and manage their investment portfolios.
Scott Whitecross
Head of Fixed Income Trading
Scott is the Head of Fixed Income Trading where he oversees the management and execution of all deal flow.
Harry Roberts
Associate Director
Harry has deep expertise in broking bonds and credit instruments, supporting a wide range of clients including financial advisers, institutional investors, family offices, and high-net-worth individuals.
Frederick Stewart
Director
Freddie brings fixed income expertise and a highly personalised approach to managing relationships with family offices, middle market, private banks, and sophisticated advisers.
Luke Hunter
Associate
Luke works with top wealth managers and financial advisers to provide tailored investment solutions in fixed income and portfolio management.
Marsha Desouza
Associate Director
Marsha combines technical expertise with a client-centric approach, helping investors navigate the complexities of capital markets, while tailoring solutions to their unique financial goals.
Peter Knespal
Director
Peter assists clients in managing their fixed income portfolios through trade ideas and portfolio construction.
Victor Gugger
Director
Victor has been in financial markets for over 35 years, specialising in interest rates and foreign exchange and derivatives, with numerous banks and global broking companies.
Nicholas Benedetti
Associate
Nick supports investors in managing their fixed income investments while providing comprehensive assistance to dealers.
James Verschoor
Dealer Assistant
James works with dealers to provide clients with comprehensive full service for all their fixed-income needs.