About Us

About Us

Hamilton Wealth Partners is a specialist, award winning, wealth management firm founded in 2013. We leverage our relationships with global alliance partners to deliver expert investment and strategic advisory services to successful individuals, families and for purpose organisations.

Our Partners draw on in some cases over 35 years’ experience with leading financial institutions in Australia and internationally. We are guided by our Advisory Board and Investment Policy Board, both of which are independently chaired, proving a depth of expertise and an objective voice.

We pride ourselves on thoughtful and attentive service to give our clients confidence and clarity in their financial affairs.

Our firm is owned by our partners, we are not beholden to any financial institution or external interest. We do not accept third party payments and operate under a transparent fee for service relationship. The alignment of interests between us and our clients is paramount in achieving a long term, successful relationship. 

Strategic Alliances

Hamilton Wealth Partners is privately owned, specialist wealth management firm. We partner with like-minded specialists to meet the broader needs of our clients with an integrated approach. Our alliance partners include accounting, banking, estate planning, insurance, legal and real estate firms. 

We are proudly based in Melbourne with clients around Australia, Asia, the Middle East and Europe. We regard ourselves as ‘Glocal’ – a locally-based firm with a globally-minded attitude, valuing our strategic alliances with like-minded organisations in Geneva, Hong Kong, London, Madrid and New York.

Since 2013 we have provided our clients with a smart, thoroughly informed, individual approach to managing their wealth.

Responsible Investing

Wealth without values is simply money.

At Hamilton Wealth Partners (HWP) we recognise the importance of aligning investment portfolios with the personal values of each investor.

We have been a leader in the incorporation of Environmental, Social and Governance (ESG) factors in our investment process. The Partners of our firm have all completed the United Nations Principles of Responsible Investment (PRI) Essentials program and are members of the Responsible Investment Association of Australasia (RIAA).

In assessing each investment manager we review and consider their approach to responsible investment and incorporation of ESG factors. We also monitor and consider their membership and alignment with recognised bodies such as the RIAA and PRI.

Not all investment managers that we work with will focus on ESG & on our APL is ESG compliant, but we maintain a register of those that are, as we recognise this is important to many investors.

Banking Finance Oath 100% Committed logo

Hamilton Wealth Partners 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.

Awards

We are proud of our reputation and have received several accolades and awards celebrating our success: