Tactical Global Management (Uk) Limited (Brisbane)


Tactical Global Management (Uk) Limited is an adviser based in Brisbane. It manages $20.77 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001.

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Tactical Global Management (Uk) Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tactical Global Management (Uk) Limited: assets under management

The assets under management (AUM) of Tactical Global Management (Uk) Limited is $20.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tactical Global Management (Uk) Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tactical Global Management (Uk) Limited

Stephen Patrick Goode has been acting as President since 1 Dec 2006. Melanie Susan Woodward joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Tactical Global Management Limited Beneficial owner 1 Jul 2000 75% - 100% foreign
Peter John Higgs Executive chairman 1 Jul 2000 Other 4383189
Melanie Susan Woodward Chief compliance officer 1 Jul 2000 Other 4383185
Melanie Susan Davis Secretary 1 Jul 2000 Other 4383185
Peter James Williamson Non-executive director 1 Jul 2000 Other 4383190
Malcolm William David Leigh Chief executive officer 1 Nov 2000 Other 4389373
David Charles Tucker Chief marketing officer 1 Apr 2002 Other 4623136
Margaret Patricia Walker Director 1 Oct 2006 Other 5275889
Robert Rupert Officer Director 1 Oct 2006 Other 5275947
Stephen Patrick Goode Director 1 Dec 2006 Other 5275893
Neill Brennan Director 1 Jun 2008 Other 3069013
Melanie Susan Woodward Director 1 Jul 2012 Other 4383185
Neil David Fletcher Chief executive officer 1 Mar 2016 Other 6635375

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Colonial Asset Management Limited Beneficial owner 1 Jul 2000 75% - 100% foreign
Colonial Lga Holdings Ltd. Beneficial owner 1 Jul 2000 Other foreign
The Colonial Mutual Life Assurance Society Limited Beneficial owner 1 Jul 2000 Other foreign
Colonial Holding Company (No. 2) Pty Ltd. Beneficial owner 1 Jul 2000 75% - 100% foreign
Colonial Holding Company Pty Ltd. Beneficial owner 1 Jul 2000 75% - 100% foreign
Colonial Limited Beneficial owner 1 Jul 2000 75% - 100% foreign
Commonwealth Bank Of Australia Beneficial owner 1 Jul 2000 75% - 100% foreign
Tgm Team Pty Ltd Trustee 1 Jan 2004 Other foreign
Tgm Team Trust Beneficial owner 1 Jan 2004 75% - 100% foreign
Peter John Higgs Beneficial owner 1 Jan 2004 75% - 100% 4383189
Stephen Patrick Goode Beneficial owner 1 Jan 2004 25% - 50% 5275893

Based in Brisbane

The principal office where Tactical Global Management (Uk) Limited performs its advisory services is located at Level 20, Brisbane, 4000 The mailing address of the firm is Gpo Box 7892, Brisbane, 4001. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +61 7 3239 2777 or by fax +61 7 3239 2700. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at tgm-global.com.