Navigating your investment journey.
$550m
Assets Under Management
300+
Active Portfolios
98%
Client Retention Rate
25 Years
Working with Clients
708 Wealth Management is a Private and Institutional wealth manager that assists High Net Worth individuals, families and charitable organisations grow their wealth.
Established in 2010, we create diversified investment portfolios by combining decades of investing experience with access to opportunities traditionally available only to institutions and pension funds.
Our disciplined, market-neutral approach has been proven on numerous market cycles including periods of intense market volatility.
PORTFOLIO CONSTRUCTION & MANAGEMENT
We construct long term portfolios that optimise returns and preserve capital in all market cycles.
Asset Structuring
Tactical and flexible asset allocation ensures optimal returns on capital whilst maximising available distributions.
Funds Management
708WM runs a Special-Situations Alpha Generation Fund that producing class-leading returns.
Corporate Advice
Merger & Acquisition as well as specialty corporate advice for small and mid-market domestic and offshore opportunities.