We work with individuals, families, business owners and for-purpose organisations to preserve and enhance wealth. While each of our clients is unique, they share a common goal to invest what they have in responsible and intelligent ways.
Our clients choose us because they value more than ideas and services – they value our lasting relationships shaped by trust and understanding.
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.
Our people aspire to a level of excellence and achievement that stands out amongst peers. We work with integrity, expertise and passion to deliver exceptional advice and build enduring relationships.
Over 180 years, our success has been built on the strength of our relationships and the quality of our insights. As you would expect, our key asset always has been, and always will be, our people.
We strategically partner with leading local and global institutions to access the latest thinking and research for our clients. Our specialised Investment Strategy Group combine this insight with their own expertise to harness a broad range of investment opportunities.
As a client, you can be confident that your dedicated advisory team is drawing from unrivalled industry experience, investment research, global collaborations and leading insights from some of the top professionals in the sector.
You will work with a small team that calls on the expertise of our experienced Investment Strategy Group and other domestic and international specialists to deliver strategies and recommendations tailored for you.