Secure services

Solutions and services

Our dedicated team will work with you to build investment solutions to match your unique investment objectives.

As part of one of Australia’s largest investment houses we have expertise across each asset class and in portfolio construction and risk management.

This allows us to serve a range of clients from corporate superannuation funds to foundations, charities, family trusts, government entities, public trusts, insurers and other institutions.

  • Australian focused with knowledge of Australian tax and other laws
  • One of Australia’s largest investment houses
  • Long history of listening to our clients’ needs and finding solutions
  • Largest manager of sustainable investments in Asia Pacific
  • One of the largest multi-manager platforms in Australia

We start by sitting down with you and taking the time to understand what your needs are.

We then draw on the expertise of our in-house investment teams to tailor investment strategies to your specific requirements. And through one of the largest multi-manager platforms in Australia we can give you access to over 100 external investment management leaders globally.

As a long standing Australian firm we also understand how local legislation affects your investments. This understanding allows us to design portfolios that take into account tax, corporation, insurance and other Australian laws.

And as the largest manager of responsible investments in Australia and New Zealand we can design a portfolio to match your investment values.

In short, we believe our clients are looking for customised, not standardised, service. And that’s exactly what we can deliver.