About Westoz Funds Management
Westoz Funds Management is a company based in Perth (Australia) founded in 2005. It operates as a B2B. Westoz Funds Management offers products and services including Investment Management Services and Westoz Resources Fund. Westoz Funds Management operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and State Street, among others.
- Headquarter Perth, Australia
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Westoz Funds Management Pty Ltd
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Westoz Funds Management
Westoz Funds Management offers a comprehensive portfolio of products and services, including Investment Management Services and Westoz Resources Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides portfolio management for ASX securities
Manages resources-focused investment portfolios
Funding Insights of Westoz Funds Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Westoz Funds Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Westoz Funds Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Westoz Funds Management Comparisons
Competitors of Westoz Funds Management
Westoz Funds Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, S&P Global, Bank of America and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| domain | founded_year | HQ Location |
Investment banking services are delivered across multiple financial sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Westoz Funds Management
When was Westoz Funds Management founded?
Westoz Funds Management was founded in 2005.
Where is Westoz Funds Management located?
Westoz Funds Management is headquartered in Perth, Australia. It is registered at Perth, Western Australia, Australia.
What does Westoz Funds Management do?
Westoz Funds Management is a Perth-based subsidiary of Euroz Hartleys Group Limited, established in 2005. It focuses on actively managing investment portfolios in ASX listed securities connected to Western Australia. The company targets small to mid-cap opportunities, aiming for positive returns regardless of market movements. It previously managed listed investment companies and now handles unlisted funds like Westoz Resources Fund Limited, overseen by an experienced investment committee.
Who are the top competitors of Westoz Funds Management?
Westoz Funds Management's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Westoz Funds Management offer?
Westoz Funds Management offers Investment Management Services and Westoz Resources Fund.
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