Private Client Asset Management

Private Client Asset Management is where we apply our investment skills and expertise.

Our investment team’s collective talent is harnessed to build portfolios that will preserve capital and grow wealth. Our investment philosophy is mindful of the people we serve and is grounded in independent rational thinking, diversification, and long-term value creation. This philosophy flows through everything we do at Private Client Asset Management and is the foundation from which we build our investment principles and processes. Our philosophy guides our investment decision-making and results in more consistent outcomes over time.

Our core principles:

Clients first – always act in the best interests of our clients.

Independent rational thinking – be mindful of the dynamics of fear and greed.

Diversification – manage risk to avoid permanent loss of capital.

Create long term value – “time in the market, not timing the market…”Our core principles:

Our Investment Process

Portfolios are designed to nurture your family wealth over the long term.

Our investment process is guided by the collective decisions of an Investment Committee of experienced investment professionals, led by Grant Alexander as Chief Investment Officer. Independence is a fundamental component of this process – we are an independent, director-owned and managed organisation. Our investment choices, the strategies we implement, and our day-to-day management are not influenced by any parent institution.