The Ord Minnett History

We are proud of our Australian corporate history. A culture of service excellence means we have grown to become a leading wealth management group incorporating full-service stockbroking, financial planning, funds management and portfolio services. We are a trusted and respected Australian stock broker and financial market icon and today we manage over $35 Billion in Funds Under Advice.

Ord Minnett has been a part of the Australian stockbroking industry since the 1800s. In fact, one of our founding firms T J Thompson & Sons held a seat on the Sydney Stock Exchange in 1872, the year after the exchange was first established.

The Ord Minnett brand we know today resulted from the strategic vision of Charles Ord and the entrepreneurial flair of Jack Minnett, who served together in World War II. Their determination and commercial foresight saw the amalgamation of three long-standing respected Australian firms merge including T J Thompson & Sons, A W Harvey, Lowe & Company and Charles A Ord & Minnett to create a thriving, respected stockbroking and investment business referred to today as “Ords”. Ord Minnett is very proud of this unique Australian heritage and the values of our founding companies, and today is a Principal Member of the Stockbrokers Association of Australia.

In late September 2019, a domestic consortium of staff and private investors successfully completed the necessary management buy-out transactions with IOOF and J.P. Morgan – thereby taking 100% independent ownership of Ord Minnett Investments Limited. The domestic consortium was led by Karl Morris (current CEO and Managing Director).

This was a major milestone in Ords’ corporate history and with our continued focus on client service and breadth of investment offering, this new phase provides evolving opportunities and enhances our competitive position within the financial sector.

Ord Minnett’s culture is defined by its people and strengthened by our constant focus on improving the outcomes for clients and building synergies within the organisation. The strong investment made by staff under the recent Employee Share Offer is testament to the shared belief in the business and underpins Ord Minnett’s future growth.

Ord Minnett’s longstanding arrangements with J.P. Morgan to access research and Australian capital raisings in the form of IPOs, placements and other corporate originations will remain in place to ensure Ord Minnett clients and key business areas maintain a competitive advantage.

We will continue to pursue new business opportunities unencumbered, investing in the future vision and business values of Ord Minnett.