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Ironbark & Invest Blue Join Forces

September 14, 2023  |  #Financial Planning

We are excited to announce Invest Blue’s plans to merge with Ironbark Asset Management.

Ironbark was founded in 2009 and has become a recognised provider of investment solutions for retail, wholesale and institutional clients across Australia.  Ironbark has been a significant investor and partner in our business for five years. We know each other well and are both very driven to serve Australians well by providing great advice.

By joining forces, it will make us one of the largest diversified financial services businesses in Australia. That scale is important to support our ambitions to offer great advice across the country. The partnership will enable us to continue to invest in technology, advice solutions and additional partners that work towards our aim of giving clients like you service, support and solutions that enable you to live your best possible life.

David Stephen, Managing Director at Invest Blue, said in a recent interview with Money Management, “Our strategic partnership with Ironbark will provide capital, scale and expertise. It will accelerate our ability to enhance our value proposition to our clients, people and shareholders.”

As a business, building a team and working environment that allows people to thrive has always been a priority for us. We are committed to being a certified Great Place to Work to ensure our clients get access to quality support and service. We have found that the team at Ironbark live with similar workplace values, and we are looking forward to the opportunities this now presents.

We assure you that this does not negatively impact the service you receive. Your adviser and the team you work with will remain the same. We believe the partnership creates opportunities for us to continue to enhance what we can offer.


If you have any questions, please reach out to your Adviser.


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What you need to knowThis information is provided by Invest Blue Pty Ltd. (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice regarding those matters and seek personal financial, tax and/or legal advice before acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.