Private Wealth Management
We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.
- You can be confident that we will work with you to build exactly the relationship you want
- We will always keep you informed about your portfolio and its performance
- We can discuss whether you want updates face to face, by phone or by email
- Your wealth is in specialist hands, as we focus solely on wealth management
- We will design a unique portfolio that meets your individual needs and matches your attitude to risk
- We have a long track record of delivering consistent investment returns
We have successfully grown our business and reputation over the years. Now, in Australia - our investment professionals manage and administer over $1 billion (as at 30 November 2017) of assets.
Our core wealth management services include portfolio management, portfolio administration and broking services.