Navigating your investment journey.
$0.55B
Assets Under Management
10.35%
Average 8-year historical return
300+
Active Portfolios
$2B+
Gross ECM Transactions
708 Wealth Management is a Private and Institutional wealth manager.
Established in 2010, we have consistently achieved average returns superior to both the ASX All-Ordinaries and leading Australian Industry Super Funds.
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.
