Wealth Management

Strong client relationships

The private advisory team cultivate trusted client relationships among individuals, charitable foundations, and family groups with net assets above $A10 million.

Starting with wealth creation we can manage, preserve and ultimately distribute your capital. We can tailor a disciplined, non-discretionary investment strategy for you, incorporating your financial and lifestyle goals.

In our portfolio management service, we can include direct and indirect investments, such as structured products, co-investments, special opportunities and private equity. 

Our advisers are very experienced.  We do not take investment risk that is inappropriate to your circumstances, and will act prudently in a manner that is in your best long-term interest.