Who We Are

Orion Asset Management is a provider of high quality investment products to the Australian marketplace, founded in 2002. We are a boutique firm majority owned by staff, with a strong investment culture and clients ranging from institutional to retails investors.

Orion’s core business is based on its partnership with Trilogy Global Advisors, under which Orion distributes the products of Trilogy and services its client base in Australia and New Zealand. Up until early 2014, Orion was also a specialist Australian Equities Fund Manager.

Orion is associated with the following companies:

In September 2006 Orion formed an alliance with Trilogy Global Advisors, a US based boutique fund manager specialising in global developed and emerging market equities. For further information on Trilogy please click here.
In December 2009, Orion became a significant stakeholder in Nanuk Asset Management, a company formed to manage the Nanuk Clean Energy Fund. For further information please visit their website at www.nanukasset.com.

Treasury Group Limited (TRG), a company listed on the Australian Stock Exchange is a significant shareholder in Orion. Treasury Group invests in, and supports the management of, boutique asset management companies. For further information please visit their website at www.treasurygroup.com.