Bell Potter Securities is a leading Australian stockbroking firm. We provide a full service offering to retail, corporate, and institutional clients. The business comprises Retail Equities; Institutional Equities; International Equities; Equity Capital Markets; Portfolio Administration and Super Solutions; and Research.
Bell Potter Securities has over 325 financial advisers who service more than 120,000 retail, wholesale and institutional accounts with funds under advice exceeding $38.0 billion.
With a sole focus on the delivery of quality advice and service, Bell Potter Securities differentiates itself through robust operating systems, effective compliance programs and market-leading technologies.
Revenue is generated through the purchase and sale of Australian and International listed equities and exchange traded options, capital raisings and underwriting fees, and recurring administration fees. In 2022, Bell Potter Securities generated $90 million in gross Retail and Institutional brokerage.
CORE BUSINESS UNITS
At the core of the Bell Potter Securities business is its team of over 325 financial advisers who provide advice and execution services for private clients across 11 offices in Australia. Bell Potter Securities’ advisers aim to deliver the best possible result for their clients through quality advice and service. Advisers have access to in-depth research and a full range of services and products including: portfolio lending, at-call facilities, portfolio administration and personal superannuation.
Bell Potter Securities has a highly experienced and skilled team of institutional specialists who provide client-focused advice, trade execution and quality research for institutional and corporate clients seeking access to Australian Equity Markets. The team operates across various Australian offices and in our New York, London and Hong Kong offices to provide a global distribution platform for domestic and international institutional investors.
Bell Potter Securities has a market leading platform for Australian retail clients to access global markets in an efficient and cost effective way. Developed alongside strategic partner Citi, our fully integrated and automated international equities platform provides direct market access to all major global share markets, with multi-currency, settlement and reporting functions.
EQUITY CAPITAL MARKETS
Bell Potter Securities is the Equity Capital Markets (ECM) leader in the Australian equities small and mid-cap sector. We have an established reputation for providing high-quality advice in relation to placements, market sell-downs and block trades, equity capital raisings, IPOs, corporate advice and structuring, share price advice and valuation, and mergers and acquisition advice and execution. In 2022, the ECM team generated $52.0 million gross corporate revenue and completed 85 transactions.
PAS & SUPER SOLUTIONS
Portfolio Administration Service (PAS) is a comprehensive wealth administration service for private clients that incorporates investment administration and tax reporting, for a wide range of direct and indirect asset classes. Super Solutions is Bell Potter Securities’ premium superannuation and retirement solution which allows private clients to establish self-managed superannuation funds. Revenue is generated from recurring administration fees. PAS and Super Solutions have funds under advice totalling $4.2 billion and generated revenue approaching $20 million in 2022.
The Bell Potter Securities team of analysts provides broad, relevant and insightful research for both institutional and retail investors. One of the largest-resourced research commitments by an Australian broking firm, our coverage includes Australia’s top ASX listed companies and an array of smaller, mid-cap and emerging companies. Our in-house research offering is complimented by Citi Australia and Morningstar’s highly ranked global research platforms.