What Does Magellan Financial Group Do?

Total employees113
HeadquartersSydney
Founded2006

Magellan Financial Group (ASX: MFG) is a specialist Australian investment management company established in 2006. It focuses on managing global equity and global listed infrastructure funds for high net worth, retail, and institutional investors in Australia and internationally. Magellan aims to deliver attractive risk-adjusted returns and protect capital in adverse markets through a disciplined, long-term, and research-intensive investment approach.

Where Is Magellan Financial Group's Headquarters?

HQ Function

Serves as the central hub for Magellan's global operations, including investment management, research, client services, corporate strategy, and administrative functions.

Notable Features:

Located in the iconic MLC Centre, a prominent skyscraper in Sydney's central business district, offering modern office facilities and panoramic city views.

Work Culture:

The work culture is generally perceived as professional, performance-oriented, and intellectually stimulating, emphasizing deep research and a collaborative approach to investment decision-making. It reflects the high-stakes nature of fund management.

HQ Significance:

The Sydney headquarters is significant as it anchors Magellan in Australia's primary financial hub, facilitating access to local talent, institutional clients, and the broader financial community. It's the nerve center for their global investment strategies.

Values Reflected in HQ: The choice of a prestigious and central location like the MLC Centre reflects values of professionalism, stability, and a commitment to being a significant player in the financial industry.

Location:

Magellan Financial Group supports its global investment management functions through a network of key international offices. These offices primarily facilitate client service, business development, distribution partnerships, and on-the-ground research in major financial markets including Australia, New Zealand, North America (USA), and Europe (UK). This allows Magellan to cater to a diverse international client base and gather global investment insights.

Street Address:

Level 36, MLC Centre, 19 Martin Place

City:

Sydney

State/Province:

New South Wales

Country:

Australia

Where Else Does Magellan Financial Group Operate Around the World?

Melbourne, Victoria/Australia

Address: Level 8, 161 Collins Street, Melbourne VIC 3000

To serve the second-largest financial market in Australia, supporting retail and institutional clients in the southern states.

Auckland/New Zealand

Address: Level 11, PWC Tower, 15 Customs Street West, Auckland 1010

To cater specifically to the New Zealand investor base and provide localized support.

New York, NY/USA

Address: 366 Madison Avenue, 4th Floor, New York, NY 10017

To expand Magellan's presence in the largest capital market globally and provide on-the-ground support for North American clients and research.

London/United Kingdom

Address: 100 Pall Mall, St James's, London SW1Y 5NQ

To engage with UK and European institutional investors and expand Magellan's footprint in the EMEA region.

Newport Beach, CA/USA

Address: 4685 MacArthur Court, Suite 280, Newport Beach, CA 92660

To provide regional coverage for clients and intermediaries in the western United States.

Buying Intent Signals for Magellan Financial Group

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
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Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Magellan Financial Group? Meet the Executive Team

As of April 2025, Magellan Financial Group' leadership includes:

Andrew Formica - Executive Chairman, Chief Executive Officer and Chief Investment Officer
Katey Cooper - Interim Chief Financial Officer
Gerald Stack - Deputy Chief Investment Officer, Head of Investments & Portfolio Manager, Global Infrastructure
David Dixon - Head of Research & Portfolio Manager, Global Equities
Bernadette راتнаsingam - Chief Operating Officer
Marcia Venegas - Company Secretary
Massey Pulsford - Chief People and Culture Officer

Who's Investing in Magellan Financial Group?

Magellan Financial Group has been backed by several prominent investors over the years, including:

As a publicly listed company on the ASX (ticker: MFG), major investors include various institutional asset managers, superannuation funds, and retail shareholders. Specific substantial shareholders are disclosed in company announcements to the ASX.

What Leadership Changes Has Magellan Financial Group Seen Recently?

Hire2
Exits4

Magellan Financial Group has experienced significant executive changes in the past 12-18 months, including key appointments in CEO and CFO roles, alongside several notable departures as part of a broader organisational refresh.

Departures

David George, David George resigned as CEO and Managing Director.
Kirsten Morton, Kirsten Morton resigned as Chief Financial Officer.
Vihari Ross, Vihari Ross departed from her role as Head of Core Series and Portfolio Manager.
Sophia Rahmani, Sophia Rahmani departed the company.

New Appointments:

Andrew Formica, Andrew Formica assumed the role of Chief Executive Officer and Chief Investment Officer.
Katey Cooper, Katey Cooper appointed as Interim CFO.

What Technology (Tech Stack) Is Used byMagellan Financial Group?

Discover the tools Magellan Financial Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Magellan Financial Group Email Formats and Examples

Magellan Financial Group likely uses common corporate email formats. The most probable patterns are [first_initial][last] or [first].[last] @magellangroup.com.au.

[first_initial][last]@magellangroup.com.au

Format

jdoe@magellangroup.com.au

Example

80%

Success rate

What's the Latest News About Magellan Financial Group?

AFR (Australian Financial Review)May 29, 2024

Magellan Financial Group news title: The brutal truth behind Magellan’s boardroom exodus

Article discusses the recent departures from Magellan's board and executive team, analyzing the challenges and strategic shifts within the company....more

Magellan Financial Group (ASX Announcement)May 7, 2024

Magellan Financial Group news title: Funds Under Management - April 2024

Magellan announced its total funds under management (FUM) as at 30 April 2024, reporting $36.2 billion, a slight decrease from the previous month primarily due to net outflows....more

ReutersFebruary 15, 2024

Magellan Financial Group news title: Australia's Magellan Financial Group names Katey Cooper as interim CFO

Magellan Financial Group appointed Katey Cooper as its interim chief financial officer, following the resignation of Kirsten Morton....more

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