Alternative Growth & Fixed Income Investments
Building your investment portfolio

There are countless reasons why the private market is set to dominate Alternative Investments markets. For a start, we have made it effortlessly accessible for our clients to participate in private market opportunities. As a client, we can help you assess the makeup of private market offerings and whether they can be a good fit to consider for your portfolio.

Understanding the appeal of the private market opportunities

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.

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

In the face of heightened demand by our private wealth HNW investors, our specialist team has been quite innovative and entrepreneurial in creating more understandable and accessible vehicles in servicing our clients with alternative performing investments.

Ideas & Insights

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.

Key Risks

The nature of PMIs requires specialist skills to manage such portfolios. Some common risks are:

Limited data- unlike listed investments traded on public markets like the ASX, there is less data transparency around PMIs and they tend to be much less liquid.

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.

Long term investments- without the flexibility to trade like equities on the public exchange such as the ASX, most private assets investments are structured in set terms and therefore can be more suitable for long term investments.

Our PMI team can be reached on 1300 463 031 for brief confidential consultations.

An alternative is to complete the short form and request to be contacted. 

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