Pinnacle Investment Management Group Limited Website

Pinnacle Investment Management Group Limited

ASX-PNI

Company Overview

Pinnacle Investment Management Group Limited operates as an investment management company in Australia. The company offers third party distribution, and fund infrastructure and support services to its affiliates and various investment managers. It also operates as a corporate trustee and responsible entity for retail and wholesale investment trusts. The company was formerly known as Wilson Group Limited and changed its name to Pinnacle Investment Management Group Limited in August 2016. Pinnacle Investment Management Group Limited was founded in 1895 and is based in Sydney, Australia with additional offices in Brisbane, Australia, Melbourne, Australia, and London, United Kingdom.

  • Name

    Pinnacle Investment Management Group Limited

  • CEO

    Dan Longan

  • Website

    www.pinnacleinvestment.com

  • Sector

    Capital Markets

  • Year Founded

    1895

Company Statistics

Profile

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Financial Health

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Dividends

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Bulls Say

  • Pinnacle is known as a high-quality growth partner for well-performing boutique managers. There is potential for further earnings upside through increased distribution and new boutiques

  • Diversity in boutiques, strategies, and clients assists Pinnacle in retaining and growing funds under management across various market conditions.

  • The firm’s focus on expanding its breadth of strategies and geographical footprint gives it a stronger organic growth profile, an opportunity to earn more lucrative fee margins, and a better ability to fend off competition from low-cost passive investments.

Bears Say

  • Pinnacle’s boutiques are typically smaller (that is, have less FUM) than stand-alone listed managers, meaning there is greater risk for them to be nonviable if there is a major fall in capital markets or large client redemption.

  • Pinnacle’s operations are capital-intensive. Accordingly, downside risks from dilutive equity raisings or excessive financial leverage are higher compared with mature, pure-play asset managers.

  • The firm is susceptible to fee pressure from low-cost index or smart-beta products, with around 84% of FUM invested in public market assets.

Source: Morningstar Analysis - Oct 22, 2025
ASX:PNI