General Information

Our Services

Our Services

We are capable of addressing your complex financial needs.

Portfolio Management

Our Portfolio Management services combine local expertise with our access to global research, global products and global expertise to deliver quality wealth management solutions.

Wealth Planning

Whether you are looking for a comprehensive financial check-up or an issue-specific solution, the Wealth Planning team can advise you on strategic and structural matters.

Lending Advice

Private Banking offers lending facilities to clients with investment portfolios in Australia and clients who are seeking to transfer in their assets.


Global Research has a dedicated team of over 110 analysts worldwide to meet the specific needs of Private Banking clients and covers a wide range of asset classes and regions.

Private Investment Banking

Complex requirements can require innovative solutions. We have a dedicated team that specialises in providing customized solutions to help protect and grow personal wealth and corporate assets.

Significant Investor Visa Portfolios

We offer complying investment portfolios which meet the requirements stipulated by the Australian Government Department of Immigration and Citizenship.

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Contact Us

To arrange a meeting or find out more, please contact us:

Joseph Azoulay

+61 3 9280 1792

Fraser Herd

+61 2 8205 4996

Sew Lee - Asian Market 亚洲业务市场

+61 2 8205 4275

Michael Marr

+61 2 8205 4942


Alternatively, you can use our special form to request that we contact you.


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