Being privately owned, we have an investment-driven (as opposed to product-driven) culture that seeks investment themes and ideas globally across asset classes.

Advisory and wealth management solutions for a select group of HNW families based in Australia, Asia, Europe and the USA. The aggregation of capital allows for negotiation of better terms and access to co-investment opportunities.

Selection of global listed securities, based on insights formed from fundamental analysis and interactions with company management teams.

By acting as block trader by bidding directly for hybrids/bonds, pre-IPO/last private offer/IPO rounds, we seek to secure better allocations for our clients and avoid the consistent, large-scale backs at other institutions.

We seek to identify and build partnerships with founders and investment professionals who are thought leaders in their asset class.

Significant expertise in direct fixed income investments, allowing clients to manage cash reserves and preserve capital based on their objectives for income and liability management.

We work only with wholesale clients and sophisticated investors. Our clients are a select group of entrepreneurs, business leaders, professional investors and families across some of the world’s fastest growing markets and industries allowing us to share intelligence, resources and private market deal flow with our clients.