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.