Strategic Wealth offers an investment management service tailored for institutions and foundations with investment sums ranging from $10m to $50m. Offered in conjunction with our strategic partners, clients utilising this service are provided with a personal relationship manager and can access leading edge investment consulting and investment management opportunities usually restricted to larger institutional type clients.

While the specifics of each case will impact on the characteristics of the solution implemented, the main benefits in most cases are best described as:

  • Providing risk assessments of your existing investment strategy and its suitability in meeting your stated investment objectives
  • A bespoke asset allocation proposal provided to your adviser and tailored to your individual investment objectives
  • Access to investment expertise that’s normally reserved for large institutional investors

Periodic review of the asset allocation proposal to take into consideration changes in markets and your investment objectives.