Put simply, Peak is about making smart investments to produce superior returns.

We combine cutting-edge software with a personal approach and access to exclusive corporate deals.

Company Overview

Peak Asset Management is a boutique investment management company, headquartered in Melbourne, Australia. We specialise in servicing private and institutional investors with a comprehensive software package and full service offering to build, manage and protect your portfolio.

Peak powers an ecosystem that allows our investors to access hand selected special corporate opportunities that exceeds our investment process and criteria. We only recommend special opportunities that our investment team personally invests in.

Why Peak Asset Management?

Unique Opportunities

All clients get access to special corporate opportunities that are unique to Peak and have been hand selected for superior returns. Peak only offers opportunities that our investment team personally invests.

Flexible Offering

A deep offering for private clients, tailored to how you prefer to invest. Independent clients receive innovative solutions that enhances your ability to invest, while full service clients receive a personal approach to portfolio management.

Always Reliable

Peak is renowned amongst its community of investors and corporates to exceed expectations by valuing commitment to the client above all else. Each clients’ investment are nurtured as if it is our own.

Our Team.

NIV DAGAN
EXECUTIVE DIRECTOR

Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investment’s capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional, intermediary and offshore hedge funds.

At his time at Macquarie, Niv also worked closely with the non-for-profit sector and was jointly responsible for managing funds for a number of charities and high profile government enterprises.

Niv takes an active approach in managing client funds and is a firm believer that adequate risk management is paramount in any good investment decision.

Niv’s work is largely focused on portfolio management, asset allocation, fixed income, managed funds, structured products and developing tailored strategies for the SMSF sector.

RICHARD ROUSE
THE MAN

Richard’s career in financial markets started at Bell Potter Securities in equities research before moving onto the institutional desk. Since leaving Bell Potter, Richard co-founded a technology company while maintaining an active interest in financial markets and sales.

The experience of building a technology company from the ground up has helped shaped Richard’s views on leveraging technology and data to execute on cutting-edge approaches of growing a business.

Richard is an analytical, performance driven strategic and innovative thinker with the ultimate desire to improve the profitability of a business by first delivering value to the client.

FAISAL MAHBOOB
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Faisal boasts a strong academic background, taking a keen interest in everything from Technical Analysis to Modern Portfolio Theory and anything in between.
Faisal was the leader of the winning team at the CFA Challenge at The University of Melbourne where he excelled in fundamental analysis and financial modelling. This skill set is complemented with strong quantitative skills which is highlighted by his deep understanding of how markets work through researching a novel anomaly called time-series momentum.

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