SERVICES

TREASURY MANAGEMENT

A large selection of cash management solutions are available to manage liquidity in AUD and foreign currency.

FIXED INTEREST

We provide access to a range of fixed income investments; listed and unlisted, in AUD and other currencies; in domestic and offshore markets. These include Government Bonds, Corporate Bonds, Sustainability and Green Bonds, Inflation Linked Bonds and Hybrids from across the capital structure hierarchy reflecting risk and reward.

EQUITIES

These are actively or passively managed. Direct domestic and international shares are incorporated in our diversification process based on  the client’s preferences, biases and risk appetite. Equity option strategies can be incorporated as a risk management tool whilst ETF’s and managed funds can be utilised to provide tactical tilts to client portfolios.

ALTERNATIVE INVESTMENTS AND ASSET BACKED OPPORTUNTIES

We have privileged access to high yield, asset backed investments. These include private equity, pre-IPO funding, syndication opportunities, property equity and mortgage participation, agricultural investments and unlisted funds provided by experienced and successful operators.

CREDIT AND LENDING FACILITIES

Through third party relationships we are able to provide margin loans and credit facilities secured by a portfolio of investments. Further we also provide access to leveraged protected equity loan structures that we actively manage.

PHILANTHROPY

Many clients are socially aware and practise or believe in social entrepreneurship. We assist clients to conduct due diligence for the charities they wish to provide assistance to. Often they request research for a charities’ financial operations, transparency, ESG ratings, accountability and impact of the donations received. This information assists their decision making process to prioritise who they donate to from their Private Ancillary Funds, Foundations or Trusts. We provide access to third parties who are proficient with establishing structures to provide for tax efficient inter-generational giving programmes as well as Estate Planning.