Institutional Broking

Ord Minnett Institutional Broking Team offers the highest quality service to both corporate and institutional funds management clients

Institutional Broking

A PROUD HERITAGE OF EXCELLENCE

Ord Minnett’s Institutional Broking function focuses exclusively on small and mid-cap research sales, best trade execution across all ASX stocks and innovative idea generation borne from salesmen in Sydney, Melbourne and Hong Kong with more than a century’s worth of combined research sales and trading experience. Working in conjunction with our proprietary research and dedicated corporate finance teams, our Institutional Broking Team offers the highest quality service to both corporate and institutional funds management clients.

Expertise

With more than a century’s worth of experience across teams in Sydney, Melbourne and Hong Kong, clients know they can rely on Ord Minnett for timely transmission of research, best execution of orders across all market capitalisations, high-touch client service and differentiated points of view. Ords’ research and corporate finance's focus on small and mid-cap stocks is mirrored in the Institutional Broking Team, making us the right choice for corporate and funds management clients. We dominate market share in most of the stocks under coverage, and many not under coverage, making Ords’ Institutional Broking the go-to team for the small and mid-cap sector.


Institutional Clients Offer

Funds management clients dealing with the Ords Institutional Broking team can expect:

  • Access to some of the best analysts in the Australian small and mid-cap market
  • Exclusive access to company roadshows, meetings and events
  • Sought after invitations to site trips and company tours
  • Best trade execution and settlement
  • Priority access to Ords arranged IPOs, placements and raisings
  • Innovative and differentiated ideas from our experienced research sales team

Corporate Clients Offer

As a corporate client of Ords, listed companies and their management can gain access to:

  • Best execution of buy-backs, underwritten DRP management and other on-market capital management transactions
  • Organisation of roadshows with access to a comprehensive list of Australian, Hong Kong and Singaporean investors
  • Dealing for company management and staff, on an institutional scale if needed
  • Market insights from the sales team who are on the frontline, talking with investors day in, day out
  • Stock trade-related data including broker volumes, details on crossings, VWAPs etc

team

Institutional Equities Team

  • Steve Jolly

  • Chris McDermott

  • Jim Bromley

  • Zac Whitehead

  • Isaac Morris

  • Rebecca Lambis

  • Chris Moore

  • Virginia Lau

Stephen Jolly

Steve Jolly - Institutional Equities Sales, Sydney

Steve is an Equities Sales Trader. He focuses exclusively on servicing Ord Minnett's institutional clients in the emerging company sector, including its trading and execution capabilities, company research and capital raising activities.

Steve has over 25 years of experience on the institutional desk. Prior to Ords, Steve spent two years at Shaw Stockbroking and 18 years at Goldman Sachs.

E: [email protected]
P: + 61 2 8216 6300

Get in Touch

Start a Conversation with an Ord Minnett Adviser today.


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