Sophisticated Investors are those clients seeking purely investment solutions. These investors typically have specific objectives they seek to achieve in terms of portfolio construction and outcomes.

Our Private Wealth Management services for Sophisticated Investors can include the construction and management of discretionary core portfolios or specific satellite sector exposures based on an asset class or themes such as Climate Sustainability.

The Private Wealth Management services most applicable to Sophisticated Investors include:

Investment advice and portfolio construction services
Outsourced wealth management solutions
Environmental, Social, and Governance (ESG) portfolio solutions
SignificanT Investor Visa (SIV) Portoflios
Australian Department of Immigration and Border Protection’s SIV Stream portoflios

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