Investment consultancy

Investment consultancy

We act as investment consultants to assist our investors with their long-term investment planning. We offer a wide range of tailored Australian and overseas investment solutions for institutional and individual investors. We assist in evaluating the trade-offs between different projects and tailor strategies to suit our client’s unique objectives.

We work with our partners globally across a number of specialised areas such as:

  • setting up objectives;
  • asset allocation;
  • portfolio and strategic management;
  • Research and analysis;
  • Risk & Compliance;
  • Performance analysis and reporting

 

Our Investment Products include: 

  • Property
  • Managed Funds
  • Venture Capital
  • Australian Equities
  • Global Equities
  • Fixed Interest
  • Diversified Strategies