Important update:

Introducing new settlement cycles in the US, Canadian and Mexican markets.

The Bequest Report

Reshaping Australia by passing on more than assets

Our Philosophy

Our Investment philosophy guides the way we approach investing our clients’ money. It combines our key principles and beliefs to provide a framework which delivers consistent risk adjusted returns and preserves and enhances our clients’ wealth.

Making history

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Since 1840, we’ve provided our clients across Australia with access to the trusted advice and insight they have needed to successfully protect and grow their wealth.

49.6bn
FUNDS UNDER MANAGEMENT

61.2bn
ASSETS UNDER ADVICE

250+
INDUSTRY EXPERTS

Data correct as at 30 Sept 2024  

Executive leadership

Our people work with integrity, expertise and passion to deliver exceptional advise and build enduring relationships. We aspire to a level of excellence and achievement that stands out amongst our peers.

We welcome you to meet our team.

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