What We Offer
We offer a comprehensive range of wealth management services.
Investment Advice
Portfolio Management
Managed Funds
Fixed Interest and Bonds
Derivatives
Wealth Planning
Family Office services
Alternative Assets
708 only service High-Net-Worth, Wholesale and Sophisticated investors
To understand if you qualify:
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Our Process
We look through the business cycle to form an unbiased perspective from which to construct a portfolio.
Exposure to risk is continually measured against an investment’s forecast capital and distribution return.
We invest tactically using the following framework:
- Macroeconomic trends as well as broader business, debt and liquidity cycles create the playing field
- Secular uptrends and downtrends form as a result of the aforementioned macroeconomic playing field
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We conduct sector and company-specific analysis to position portfolios in the macroeconomic playing field
This style of macro, market and equity analysis shapes our asset allocation strategy.
Investment Strategy
We are active portfolio managers, with an alternative, value driven approach to create the best possible returns for our clients.
Our track record of generating outsized market returns through flexible market timing is unparalleled and achieved through the early identification of market themes while also maintaining bias to a market neutral strategy with a focus on yield generation to underpin a portfolio.
The basis of our investing philosophy is driven by top-down fundamental analysis and our experience has shown that diversification is critical to consistent performance.
We aim to invest the growth component of a portfolio into high quality baskets of businesses with strong yield generation. We call this the portfolio anchor.
We work closely with niche fund managers with expert skills in their respective fields to include third-party investment funds in portfolios.
Asset Allocation Strategy
A core philosophy in portfolio construction is the diversification across asset classes, countries and currencies.
Due to our broad capability and in various asset classes as well as multi-jurisdictional understanding, we diversify our clients’ wealth across various classes of assets, countries and currencies.
Asset Classes Include
- Cash
- Fixed income Securities
- Equities
- Managed Funds
- Alternative Assets
- Special Situations
Countries
Access to securities across all assets classes on most major stock exchanges around the world.
Currencies
We purchase investments denominated in multiple currencies across the asset spectrum.
These investments can be held in Australia or overseas.
Target Asset Weighting
Our target portfolio weighting is an optimal mix of growth, alternative, alpha and yield generating asset classes.
Wealth Planning
We want to understand you and your family. A clear picture of your investment goals, the stakeholders in your portfolio as well as the dynamics of your family help us work with you to define a personalised wealth management strategy.
We can work holistically to assist you in your wealth and succession planning. This could be formally through the creation of a family charter or through basic education for stakeholders in your investments.
