Update to Privacy Policy

We've recently updated our Privacy Policy.

AFR Corporate Philanthropy 50 List

Total corporate giving exceeded $1.5 billion for the first time. 

Our Philosophy

Our Investment philosophy guides the way we approach investing our clients’ money. It combines our key principles and beliefs to provide a framework which delivers consistent risk adjusted returns and preserves and enhances our clients’ wealth.

Making history

history-beyond

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.

58.7bn
FUNDS UNDER MANAGEMENT

71.7bn
ASSETS UNDER ADVICE

250+
INDUSTRY EXPERTS

Data correct as at 30 December 2023  

Executive leadership

Our people work with integrity, expertise and passion to deliver exceptional advise and build enduring relationships. We aspire to a level of excellence and achievement that stands out amongst our peers.

We welcome you to meet our team.

woman-office