Our History

Founded in 2017, our company made its entry into the Australian funds management industry, aiming to establish a notable presence by offering innovative investment solutions and navigating the complexities of the financial markets in Australia.

Overview

Latevo Underwriting Agency launched in 2017, introducing itself as a new contender in the Australian funds management industry with its independent responsible entity and trustee services.

While many in the industry moved towards consolidation, Latevo Underwriting Agency dedicated itself to natural growth. This approach has led LUA to become the fifth-largest independent provider of outsourced responsible entity and trustee services in the Australian market. LUA oversees more than 50 funds, managing assets over $10 billion, and is recognized as a leading provider of Corporate Trust and Fund Administration services in Australia.

The founding team of LUA brings together more than 30 years of combined experience in areas including mergers and acquisitions, capital markets, funds management, and corporate governance. This expertise is supported by a skilled executive team and independent directors, each with over two decades of experience in trust administration, funds management, investment banking, capital markets, and chartered accounting.