Asset Management

Asset Management

To provide support to our in-house research, we utilise the services from several independent resources.

Zenith Investment Partners support our own internal fund manager research, act as a fund selection solution filter and participate in our IPB meetings.

Heuristic Investment Systems provide a prospective tactical asset allocation view around strategic asset allocation benchmarks and they also participate in our IPB meetings.  

Farrelly’s Investment Strategy provides our portfolio modelling software.

Lastly, Capital Economics in London provide us with an independent macroeconomic approach to global and regional markets.

HWP’s areas of unbiased expertise include financial strategy, asset allocationwealth managementstrategic adviceintergenerational planning and asset management

Let’s Talk

If you’re ready to talk about how Hamilton Wealth could manage your wealth, please complete the form and we will be in touch, or call us on +61 3 9275 8888.