Founded on discovery

Managing money since 2020, we aim to do one thing exceptionally well: grow and protect our investors’ wealth through unique investment opportunities.

History

Established in 2020, Zenobia Capital is an independent, boutique investment manager and advisory business. As a firm wholly-owned by its principals, our objectives are strongly aligned with investors’ objectives. We take a long-term collaborative approach to deliver unique investment opportunities that capitalise on disruptive technology within the finance industry.

Zenobia Capital aims to provide exposure to a variety of FinTech innovations – including mobile payments, digital wallets, lending, software, and financial risk transformation – that have the potential to revolutionise the finance industry and impact every sector of the global economy.

The business also operates as an adviser and investor and seeks to back high quality growth companies with a long term relationship orientation.

Investment Philosophy

We are focused on sourcing compelling debt investment opportunities across the Australian and New Zealand FinTech markets not accessible to most investors.

Our investment philosophy is centred on capital preservation and delivering long term value through exposure to investment opportunities not generally available to the public that provide low volatility and low correlation to traditional asset classes.

1. Initial Screen

2. Extensive Research/Due Diligence

3. Disciplined Approval Process

4. Continuous Portfolio Monitoring

Team

The Zenobia Capital team founded the business and takes personal ownership of its investment management responsibilities.

Dan is a founding member of Zenobia Capital. He has a proven track record as a founder and entrepreneur, having successfully pioneered a range of FinTech enterprises both in Australia and abroad. Since 2014, Dan has been CEO of Jacaranda Finance Pty Ltd, where he has won numerous industry awards recognising the innovations he and his team have introduced to the personal lending industry, including Australian Young Entrepreneur of the Year (Finance, Professional Services) for 2019, 2020 and 2023. Dan holds Bachelors of Commerce and Economics from the University of Queensland.

Daniel Wessels

Managing Director

Mitch is a founding member of Zenobia Capital. He has extensive experience in business analytics, financial modelling and advisory to enterprises. Mitch holds a Graduate Diploma of Legal Practice from the Australian National University and Bachelors of Commerce and Laws with Honours from the University of Queensland. He is also admitted as a solicitor in the Supreme Court of Queensland and is currently in the process of becoming a CFA Charterholder.

Mitchel Roetteler

Investment Director

Peter is a founding member of Zenobia Capital. He is an experienced director and investor, and has over 20 years' experience in financial analysis and commercial management including ASX-listed environments. Previously, Peter served as the National Manager of Personal Finance at Cash Converters International Ltd, having joined the business following their acquisition of a significant lending operation that he co-founded and built into one of Australia's preeminent lenders. Peter also currently serves as an Executive Director and Chief Financial Officer of Jacaranda Finance Pty Ltd.

Peter Wessels

Responsible Manager

Martin oversees, monitors and implements our legal, risk management and governance structures. He has implemented and overseen operational risk management programs and developed operational and credit procedures for a number of major institutions in Australia, Singapore and Hong Kong, including Macquarie Bank, Rothschild, Challenger International and Allco Group. Martin also currently serves as a Director and Head of Investments at PacReef Asset Management, and Head of Portfolio Management at Integer Securities Limited. Martin holds a Bachelor of Science degree with Honours from the University of Leeds. He is a Fellow of FINSIA and is a past vice chairman of the Financial Services Council of Australia.

Martin Ashe

Responsible Manager