We have always believed in the benefits of specialisation and that quality investments come from well-tested ideas. Our advice and strategies have been developed by our experienced investment professionals and investment committee. By combining complementary skill sets, we create investment insight and value for clients.
We offer tailored investment advice and strategies covering domestic, global, and emerging equities, fixed income, multi-asset and alternative asset classes.
We have a broad range of equity investment strategies tailored to the needs of each client.
Within the context of a client’s asset allocation plan, we assemble and build an equity portfolio, structured for solid / consistent returns and growth.
• Fixed Income
Generally one of the more stable and conservative asset classes, global fixed income markets have become increasingly complex in recent years. We understand and manage the risks associated with fixed income portfolios – whether AAA or lower-rated bonds and hybrids, government bonds and corporate issuers, duration and structures.
Our multi-asset strategies aim to add value through asset allocation and business cycle / bottom-up security selection. We offer domestic, global and emerging market solutions seeking growth and income.
We offer a range of alternative investment strategies and investment products, targeting niche areas of the financial services market including hedge funds, private equity, commodities and property.
Giles Wade has direct international capability, with unique access to market intelligence and world-class commercial processes through our Swiss Bank Partner.
Switzerland is particularly popular for its range of financial services, its international outlook and its political stability. Our local team can call on a wide range of professionals to construct international equity portfolios to meet the needs of our Australian clients.