Direct investments selected by our in-house team to deliver on your wealth goals.
Based on your values and goals, our expert team handpick investments for your portfolio, giving you unmatched transparency and accountability.
Successful investment management requires skill and dedication, and we deliver on both. Our team is committed to managing and growing your wealth with the same care and expertise we apply to our own portfolios.
With years of deep experience in investment markets, our expert team have a profound understanding that underpins our approach. We offer you opportunities based on extensive knowledge of a wide range of assets.
As direct investing specialists, we source unique investment opportunities for our clients. From private equity in fast-growing sectors like AI to arbitrage strategies that exploit market mispricing, we provide access to exclusive options that support growth.
By selecting all investments in-house, we can engage in insightful conversations about market opportunities and your investments. And because we don’t outsource investment management, we’re fully accountable for every portfolio decision.
Our portfolio review links back to your broader wealth plan. We consider all your goals and preferences and screen investment options according to your values, as well as short and long-term goals for growth and income.
As well as pooling expertise day-to-day, our team collaborate formally on portfolio recommendations through our investment committee. We also share our investment thinking in regular conversations with you.
Assets and markets never stand still. Our investment team apply expertise and curiosity to bring you new opportunities and vet your own portfolio ideas against our strict criteria for risk and performance.
We offer discretionary and non-discretionary investment management. This allows you to enjoy the same high quality of advice and choose how involved you want to be in changes to your portfolio.
Because we manage your portfolio in-house you can be confident our recommendations draw on the entire investment universe to deliver the best match for your strategic asset allocation, risk profile and portfolio goals.
Listed and unlisted Australian and international equities (incl. hedging)
Boutique & specialist fund managers
Listed & unlisted property securities
Private equity & alternatives
Australian & international fixed income – Government & Corporate bonds (incl. unlisted bonds), Hybrids, private credit, term deposits and cash
Listed & unlisted infrastructure
ESG investments
We source and select investments in-house, giving you unparalleled insight and transparency into our investment decisions.