Context Capital Consultants
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Context Capital Consultants
Home
Services
  • What we do
  • Who we help
Managed Accounts
About us
  • Why Context Capital?
  • Our Core Values
  • Our People
  • Advisory Panel
  • Our Partners
Insights
  • Media
  • Thought Leadership
Contact Us
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  • Home
  • Services
    • What we do
    • Who we help
  • Managed Accounts
  • About us
    • Why Context Capital?
    • Our Core Values
    • Our People
    • Advisory Panel
    • Our Partners
  • Insights
    • Media
    • Thought Leadership
  • Contact Us
  • Home
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  • Managed Accounts
  • About us
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Who we help

We help leading boutique private wealth managers and financial advisers build their own unique investment portfolios for clients: 


Our typical client 

  • Has some advisers that prefer involvement in Investment Decision Making 
  • Has 2-10 Authorised Representatives
  • Has $100m-$1,000m under advice
  • Is self-licensed or thinks independently if within a dealer group
  • May have an internal analyst or an adviser with a strong investment background
  • Is run by entrepreneurial principals looking to grow 
  • Is a firm with a long time horizon looking to partner for the long term 


We help your independent firm deliver efficient, robust and fit-for purpose solutions to your clients. This can be in the form everything from a suite of bespoke managed accounts to consulting engagements to support the implementation of an alternatives program for clients. One thing always remains core to our partnership approach – building bespoke portfolios that align with the investment philosophy of our client.  

“Context Capital Pty Ltd is a Corporate Authorised Representative (CAR No.128 2338) of  Context Group Pty Ltd AFSL No. 535218". 

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