What we do

We provide active daily management of individual share portfolios for high net-worth clients and make our investment decisions on a discretionary basis.

We make these investments in companies listed on the Australian Stock Exchange and, as an active institutional investor, we maintain regular contact with the management of listed companies and with leading industry analysts.

Our experienced investment managers continually review new investment opportunities and trends. They work with our strong broker network to ensure that our clients can participate in new floats, share placements and sub-underwriting.

 

 

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