Wealth without values is simply money
Pride in what we do comes with pride in what we don’t do
We think globally but act locally
We are only what we do, not what we say we are
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
We believe that sound personal wealth management is based on a proven process, following a clearly understood philosophy & underpinned by a strong methodology.
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.
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
Our wealth management services deliver holistic, considered and highly individualised investment advice to protect and sustain long-term growth for you.
We understand the importance of being able to provide not only for your children, but also for your children’s children.
At Hamilton Wealth Management, we provide our clients with an intelligent, thoroughly informed, individual approach to wealth management.
Expert portfolio management with ongoing strategic advice can provide peace-of-mind for your family and financial security for generations to come.
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.
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.
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
Over the past four years, I have watched as investing in environmental, social and governance (ESG) as a strategy has gone from being a niche issue to one that now attracts high levels of interest. Four years ago, the hot topic in the northern hemisphere was funds management fees, or MERs. I would say that […]
It’s all about one thing at the moment…Interest Rates! or Click below to find out more. Aust 060719
US financial investment publication Barron’s and The Australian’s business magazine The Deal present Australia’s comprehensive list of financial advisers. The Top 50 Financial Advisers in Australia is based on an exhaustive, national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. This package is a joint project […]
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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.