Giles Wade is founded on a record of partnering private / multi-family office clients, trusts, charities, superannuation funds and intermediaries to create and preserve wealth. The firm combines deep intellectual capital, broad asset management expertise, wealth structuring and strategic advice.
We are principally owned by management and staff, together with Bonhote Bank Switzerland with dynamic domestic and international resources serving the interests of our clients. We do consult externally with advisers in specialist fields, but we never outsource responsibility.
Licencing: Giles Wade holds an Australian Financial Service Licence (AFSL No. 412146) and is authorised and regulated by The Australian Securities and Investment Commission (ASIC) one of the most stringent globally in terms of financial, governance and regulatory requirements. The Group holds a Tax Agents Licence issued by the Tax Practitioners Board and must comply with the Federal Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code).