Advance started as the funds management brand for Advance Bank. Advance Asset Management is now the specialist asset management business within BT Financial Group.
1982
Advance Bank established a funds management division
1997
Advance Bank merged with St.George
2000
Focus on boutique and specialist managers – "First in Boutiques" positioning
2006
Brand refresh – "Advance Investigate" was born
2008
St.George Bank merged with Westpac and St.George Investment Solutions teams combined to become "Advance Investment Solutions"
2009
Advance wins Multi-Manager of the year
2011
Advance wins the 2011 Financial Review Smart Investor Fund Manager of the Year award.
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Our funds are built and monitored by our investment experts with an average of more than 19 years' experience in financial markets.