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
Treasurer Josh Frydenberg has set up a snap review to consider closing a loophole that allows financial advisers or stockbrokers to receive lucrative commissions for selling poorly performing listed investment funds to mum and dad investors. In a move set to send shockwaves through the financial services industry, Mr Frydenberg has directed Treasury to hold […]
The global market outlook for 2020: modest growth but watch the US presidential election (The Aust 21/01/20)
Earlier this month, I attended the UBS Global China Conference in Shanghai. With over 3300 attendees from around the world, the gathering provided a range of great insights — not only for China but also the broader global markets outlook for 2020. Timing was also significant in that the Phase One agreement between China and […]
We took a view 3-4 years ago that the stamping or selling fee attached to Listed Investment Companies (LICs), represent conflicted revenue. Chris Joye in his column has represented our view well quoting Will Hamilton, “we are paid by our clients through an advice fee, for the work that we do for them. The stamping […]
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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.