We work alongside individuals and families to help protect and grow their wealth. Our clients come from a range of backgrounds – they are entrepreneurs, executives, business owners, fiduciaries, and stewards of family wealth.
By understanding these unique pathways to wealth, we help our clients pave the way for a future of what matters to them.
We’ve helped for-purpose organisations invest their funds for much of our history. Twenty years ago, we began building a team of market-leading specialists dedicated entirely to helping these clients fulfil their purpose.
For trustees, directors and leaders of for-purpose organisations, we know that prudent management of assets is just the beginning. Because in short, the money is about the mission.
Our Investment Philosophy is simple – we’re here to preserve and enhance our clients’ wealth. With this goal always top of mind, we focus on the processes that help us achieve this outcome in order to deliver trusted investment advice.
Since 1840, we’ve provided our clients across Australia and New Zealand with access to the trusted advice and insight they have needed to successfully protect and grow their wealth.
FUNDS UNDER MANAGEMENT
ASSETS UNDER ADVICE
Justin Greiner Chief Executive Officer
Sally Auld Chief Investment Officer
Shamal Dass HEAD OF PHILANTHROPIC SERVICES & FAMILY ADVISORY
Jacqui Fernley Head of Equities
Laurie Conheady Head of Fixed Income
Sally Campbell Head of Managed Research
Gillian Gordon Head of Alternatives
Glen Bertram Head of Asset Allocation
Andrew Bird General Manager Advice