Why Hamilton Wealth Management
Hamilton Wealth Management is a boutique, private wealth management firm founded by Will Hamilton and Ian Gillies, joined in 2017 by John Green as a Partner. Our passion and expertise is providing attentive financial planning and advisory services on asset allocation and asset management. We pride ourselves on our service and financial advice proposition. Hamilton Wealth Management is not beholden to any other financial institution and does not accept rebates or commissions.
Drawing from years of experience working with high net worth individuals and leading financial institutions both in Australia and Internationally (including in London, New York, Hong Kong and Japan), our investment advisory services continue to succeed in the delivery of a range of financial services with a strong emphasis on risk management for affluent clients.
Working With You
Our Investment Philosophy
We believe that sound personal wealth management is based on a proven process, following a clearly understood philosophy & underpinned by a strong methodology.
Our Values
At Hamilton Wealth Management, we live by the saying: “Wealth Without Values Is Simply Money.” Our culture and brand are based on People, Quality and Service.
Strategic Alliances
While Hamilton Wealth Management is privately owned, we recognise the importance of strategic alliances with accounting, banking, estate planning, insurance, legal and real estate firms.
Our Financial Services
Wealth Management
Our wealth management services deliver holistic, considered and highly individualised investment advice to protect and sustain long-term growth for you.
Family Wealth Advisory
We understand the importance of being able to provide not only for your children, but also for your children’s children.
Portfolio Management
Our portfolio management team work with you to provide personalised advice, aiming to protect and sustain long-term growth for your financial situation.
Investment Management
At Hamilton Wealth Management, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management.
Intergenerational Planning
Expert portfolio management with ongoing strategic advice can provide peace-of-mind for your family and financial security for generations to come.
Asset Allocation
We believe that the key to sound wealth management is a disciplined proven process, following a clearly understood philosophy & underpinned by a strong methodology.
Asset Management
To provide support to our in-house research, we utilise the services from several independent resources including Zenith Investment Partners, Heuristic Investment Systems, Farrelly and Capital Economics.
Strategic Advice
Due to the demands of modern life, rapidly changing rules and regulations, or a lack of certain expertise, our experience shows that many people simply cannot find the time to manage their financial affairs.
Philanthropic Services
The rigorous and tailored methodology we apply in our management of many of our clients remains critical in our goal of helping you achieve your philanthropic ambitions now and into the future.
Talk to us about responsible investment
Updates
Investors risk missing dividend wake-up call after election win (AFR 22/05/19)
The return of the coalition government is not something we foresaw, and we were very concerned with the ALPs tax policies for our clients. Just because the status quo is maintained politically, does not mean those investors with heavy exposure to Australian equities and Australian dollar cash should stick with their existing strategy, investors should […]
Trend towards US buybacks debunks dividends myth (The Aust 21/05/19)
One of the positive outcomes from the franking credit debate is the decision by some investors to establish more disciplined asset allocation in their investment decisions and, indeed, to look more closely at international equities. When looking at buybacks and dividends in the US market as total payouts, the real situation debunks the common view […]
Economic slowdown threatens compulsory super: Howes (The Aust 17/04/19)
Great article by Damon Kitney, covering some of the points discussed at our breakfast held on the 8th May with Paul Howes. or Click below for further details. Aust 170519
GET NEWS ALERTS
Hamilton Wealth Management is proud to be 100% committed to the Banking and Finance Oath (BFO).
In line with the values that we as a business believe in and our unifying purpose “Wealth without Values is simply Money”, we asked all employees if they would like to take the BFO. In an industry which is crying out for independence and objectivity we saw this as a further means to differentiate ourselves as a business based on what we stand for.