Our innovative Investment Philosophy combines insights from the science of behavioral finance and psychology with modern theories of portfolio management. By looking at every aspect of your wealth from a holistic perspective, we aim to create a customized portfolio that matches your objectives and financial personality, while maintaining a level of risk with which you are comfortable.
Our investment management service is based on four core beliefs:
- You should know the person who is managing your investments. Your portfolio should be managed in an objective manner that reflects your investment requirements.
- You should not have to worry about the administration of your portfolio – that is our job. In a changeable economic environment, you deserve the stability and permanence delivered by one of the world’s leading investment managers.
- A whole-of-market approach to meet your investment needs. The universe of investment opportunities, including funds and alternative assets is changing rapidly. We have the ability and resources to seek out the best investment opportunities for you, to meet your investment requirements.
- We are not part of a bank or large financial institution. This gives our investment managers the flexibility to structure your investment portfolio according to your objectives.
Our whole-market-approach is underpinned by our industry leading, performance-driven Herald Park Investment Process, which supports all our investment managers in their decisions while still allowing them discretion over your portfolio.