We deliver a highly personalised wealth management service incorporating investment advice, portfolio management and administration. We provide high quality, objective advice that is always in the best interests of our clients. We have a proven track record of successfully protecting and growing client assets over multiple generations.
We are an established team of over 40 investment professionals with no affiliation to any major financial institution or broker. Our investment philosophy is guided by aligning the unique circumstances and values of each client with their investment strategy. We leverage our role as a trusted advisor with deep understanding of our client needs to provide personalised advice and the best selections across all major asset classes, with special access to private investment deals. Through deep and long-lasting relationships with the world’s biggest and best alternative investment managers, we provide clients with the option to invest in unique and exclusive opportunities.
We firmly believe a robust investment governance framework will enhance the long-term success of any investment program. We provide institutional grade management of direct domestic and international equities portfolios and use proprietary models supported by investment strategy databases, analytical tools and independent research. Our clients benefit from whole of balance sheet reporting including private property, private investment, artwork and lifestyle assets and we are a full-service custodian (AFSL 234590).
We believe the foundation of a strong investment strategy starts with clearly defining our clients’ financial goals and objectives, risk tolerances, time horizon and specific considerations. From this we develop an appropriate return and risk framework, plus a strategic asset allocation. A tailored investment strategy is then documented with an appropriate asset mix, to meet our clients’ long-term investment objectives.
We implement and manage diversified multi-asset class portfolios, designed to be resilient through all market conditions. All portfolios are administered internally so we can provide accurate, reliable and comprehensive reporting across all assets. We combine this with our tax, accounting, superannuation and family offices to provide clients with a fully integrated service.