Institutional Investors
If you have more than $5 million to manage, you are generally considered an
institutional-sized investor. Our team has many years of experience in managing
portfolios for institutional investors; institutional investment management is
where our investment team learnt its skills. Further details about our wholesale investment
management services are available on request including our IFSA survey and Risk Management Statement (Part B).
Overview
Unlike many of our competitors, our team's experience in this area extends to managing portfolios in the billions of dollars, not just millions.
Our team has managed a wide range of investment mandates for institutional investors including: -
Superannuation Funds;
Trustee Companies;
Life and General Insurance Companies;
Master Trusts and Wrap accounts;
Charitable Foundations;
AFS Licensees;
Friendly Societies; and
Corporations.
Unlike many of our competitors, our team's experience in this area extends to managing portfolios in the billions of dollars, not just millions.
Our team has managed a wide range of investment mandates for institutional investors including: -
Superannuation Funds; Trustee Companies; Life and General Insurance Companies; Master Trusts and Wrap accounts; Charitable Foundations; AFS Licensees; Friendly Societies; and Corporations.