Nicholas Chaplin | Generating income with hybrid securities

Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS, to where we are today & role of secondaries.
Murdoch Gatti

York Wealth Management


Nicholas Chaplin is a Director & Senior Portfolio Manager for Seed Partnerships Hybrid Income Fund. Nicholas specialises in structuring and education of financial capital with a focus on Hybrid Notes. Nick spent 12 years building and leading NAB’s hybrid and structured capital origination business. Prior to Nab, he built Westpacs Hybrid capital business, for Commsec he ran a hybrid securities portfolio with over 250million and managed the HIF investment strategy within the Paraclete Funds Management Trust, which invested exclusively in prudentially regulated securities.

Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS to where we are today, his thoughts on the Hybrid securities space with ASIC, the role secondaries plays in this space and where he thinks markets are going. The fund was established in September 2015 and as of time of recording, the fund has an annualised average return since inception of 6.38% and for the past 12 months the fund has averaged 8.23%.

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York Wealth Management Pty Ltd ABN 46 605 610 679 is an Corporate Authorised Representative of Samuel Allgate Investments Pty Ltd AFSL No. 420170; Financial Adviser Authorised Representative Number 001007979. This article has been prepared without taking into consideration any investor’s financial situations, objectives or needs. Accordingly, before acting on the advice in this article, you should consider its appropriateness to your financial situation, objectives and needs. Every reasonable effort has been made to ensure the information provided is correct, but we cannot make any representation nor warranty as to the accuracy, completeness or currency of that information. To the extent permissible by law, no responsibility for any errors or misstatements is taken, negligent or otherwise. SAI or its authorised representatives may also receive fees or brokerage from dealing in financial products, see the Financial Services Guide for information about the services offered available at York Wealth Management.

Murdoch Gatti
CEO | Private Wealth Manager
York Wealth Management

Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...

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