BUILDING YOUR INVESTMENT PORTFOLIO
Unmatched Opportunities And Performance For The High Net Worth And Wholesale Investors
Accessible support and flexible investment services made simple for our Private Wealth clients.
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Alternative Investments In Private Markets
In building a well-balanced portfolio we provide our high-net-worth (HNW) investors access to not only the listed public market investments but also opportunities in the private market sectors (PMS). Our PMS investment strategies can offer HNW investors a different way of driving value from their overall portfolio outside the publicly traded markets. With private asset placements, we can actively manage the investment risk and focus on delivering significant performance on an absolute and risk-adjusted return basis over the long term.
We Understand Private Market Opportunities
Comprehensive Range Of Tailored Advisory And Investment Solutions
Private market investments (PMIs) include private real assets like infrastructure, healthcare and property projects, FinTech, Technology, and private debt funds.
Key Benefits Of PMIs
- PMIs can allow us to further protect clients’ investments as we have a greater degree of leverage over the operations of the companies in which we invest our clients’ money. Compared with public companies, which must meet multiple shareholders’ demands and requirements, PMIs can be exclusive to eligible institutions and therefore gives us the opportunity to fully manage our investment bottom line.
- Private market opportunities can provide significant returns above publicly traded assets but require a large minimum investment to be considered. Based on our size, extensive client base, and scale of operation, we can aggregate demand and therefore making it easier for our clients to gain exposure to PMIs.
- Private market opportunities can be complex to navigate if left for a non-institutional client to get in independently without proper guidance. With our size and direct contact with such PMIs, we can gain access to data and information to conduct the necessary due diligence and assess whether it’s a suitable investment for our private HNW clients.
- PMIs require large capital to gain access. As a result, risk management capabilities are key to participating in private market opportunities. In building well-balanced PMI portfolios, we focus on further diversifying these investments for our HNW clients to avoid concentration risk. We achieve this by converting these large capital requirement opportunities into small or mid-size pieces via pooled funds. For instance, if it requires $10 – $20 million to gain entry, we can redesign the portfolio to reduce the minimum denomination size to completely avoid or minimize concentration risk. These steps make PMIs more appealing and accessible for our HNW clients via pooled funds.
The nature of PMIs requires specialist skills to manage such portfolios. Some common risks are:
They are less tradeable compared to listed shares on the public exchange. However, private market assets being less tradable means it lacks liquidity and therefore can be less volatile.
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Our Distribution team can be reached on +61 3 9071 0004 for brief confidential consultations.
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Understand The Market
Build People's Dreams
Our broader service offerings have been designed after testing strategies, not products. As a client, we’ll provide 24/7 access and regular reporting.
Understand Asset Classes
Exposure to the major asset classes, including equities, fixed interest, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed funds), private debt investments, and portfolio management.
