Zurich Scudder Investments Australia Limited (Sydney)

Zurich Scudder Investments Australia Limited is a large advisory firm based in Sydney. It manages $135.92 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Zurich Scudder Investments Australia Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zurich Scudder Investments Australia Limited: assets under management

The assets under management (AUM) of Zurich Scudder Investments Australia Limited is $135.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.92 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zurich Scudder Investments Australia Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Zurich Scudder Investments Australia Limited

Paul Lawson Bolinowsky has been acting as President since 1 Oct 1999. Brian Edwin Scullin joined the executive team most recently as the Ceo, Asia Pacific Region.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Zurich Scudder Investments	Direct owner	1 Oct 1999	75% - 100%	104518
Paul Lawson Bolinowsky	Director	1 Oct 1999	Other	4354959
Michael John Hurne Kenyon	Cio, director	1 Oct 1999	Other	4354972
Malcolm Murray Jones	Director	1 Oct 1999	Other	4355004
Gregory Brian Ballard	Cfo	1 Oct 1999	Other	4355017
James Thomas Dominguez	Chairman	1 Oct 1999	Other	4355008
Michael Mcleod	Director	1 Oct 1999	Other	4355013
Sam Kavourakis	Director	1 Oct 1999	Other	4355015
Terrence D Mckinn	Cco	1 Oct 1999	Other	4355022
Apnavi Saddington	Clo	1 Oct 1999	Other	4355023
Amanda Allan	Clo	1 Oct 1999	Other	4355026
Deutsche Investment Management Americas Inc.	Direct owner	1 Oct 1999	75% - 100%	104518
Gary Phillip Burke	Director & head of investments	1 Aug 2001	Other	4449134
Brian Edwin Scullin	Ceo, asia pacific region	1 Apr 2002	Other	4495648
Warwick Hurnell Barber	Coo, australia	1 Apr 2002	Other	4528761
Michael John Monaghan	Coo, asia pacific region	1 Apr 2002	Other	4528762
Andrew James Fay	Cio, australia	1 Apr 2002	Other	4528764

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Zurich Insurance Company	Indirect owner	1 Dec 1997	75% - 100%	36-1999760
Zurich Holding Company Of America	Indirect owner	1 Dec 1997	75% - 100%	36-3096373
Zki Holding Corporation	Indirect owner	1 Dec 1997	25% - 50%	foreign
Allied Zurich Plc	Indirect owner	1 Sep 1998	25% - 50%	foreign
Zurich Group Holding	Indirect owner	1 Sep 1998	75% - 100%	foreign
Zurich Financial Services	Indirect owner	1 Oct 2000	75% - 100%	foreign
Deutsche Bank Ag	Indirect owner	1 Apr 2002	75% - 100%	foreign
Deutsche Bank Americas Holding Corporation	Indirect owner	1 Apr 2002	75% - 100%	13-3645372
Taunus Corporation	Indirect owner	1 Apr 2002	75% - 100%	13-4060471

Based in Sydney

The principal office where Zurich Scudder Investments Australia Limited performs its advisory services is located at Level 21, Sydney, Nsw 2000, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011 612.9249.9000 or by fax 011.612.9249.9445. The normal business hours are 9:00 am to 5 pm on Monday - Friday.