Invesments
One of Australia’s Leading High Net Worth Investment Firms.
At Hewison Private Wealth, our client-centric philosophy is one of bespoke, objective-based investment advice, holistic and seamless service, and innovative wealth and risk-management solutions. All investment recommendations are based on in-house research conducted by our Investment Committee and our processes developed over nearly four decades of excellence.
Our Investment Committee has over 70 combined years of experience in sourcing, stringently assessing, and analysing opportunities, facilitating strong returns while instilling our clients with utmost confidence in their investments. Having built strong relationships domestically and internationally, Hewison Private Wealth can offer unique and high-quality investment opportunities for our clients’ portfolios. Many of which are not available publicly or via platform providers frequently used by other investment and private wealth management firms. Carefully developing our assessment criterion, and upholding it to the highest possible standard, the Investment Committee meets weekly to make decisions — with integrity at the core of each one.
Introducing our Investment Committee
Independent, Bespoke Investment Solutions.
As a truly independent private wealth advisory, owned by the people within the business, Hewison Private Wealth can ensure our investment advice is tailored to your individual goals and always free from external influence, platforms, or conflicts of interest. Creating and building bespoke and diversified portfolios from the ground up, all investments are managed via Individually Managed Accounts (IMA’s). A dedicated pod structure provides full-service administration of each IMA internally. Our ability to efficiently manage and administer IMA’s at reasonable fees has been enabled by the accumulation of processes from our track record of excellence and our recent deployment of cutting-edge technology and system integration.
How We Invest.
Guided by our direct investment philosophy, you retain control and flexibility while we protect the downside. Through our initial discovery conversations and meetings, we take the time to understand your financial position, goals, and objectives. This involves a comprehensive assessment of your current assets, income, liabilities, insurance, and existing structures, providing the foundation for developing a personalised approach designed to meet your unique needs. Because we build relationships and portfolios from the ground up, our investment recommendations are never bound by third-party platforms or managed funds. We believe such structures limit investment choice and reduce your freedom of independent control over your wealth.
Once your strategy is approved, we will implement it in line with your customised asset allocation. However, this is not a “set and forget” approach. Your portfolio is continuously monitored and rigorously rebalanced by your dedicated Advice team, who will review your goals and performance at your preferred pace and discretion. Our independence from external platforms allows us to access both global and local investment opportunities that are often unique but always in your best interests. Backed by over 70 years of collective investment experience, our Investment Committee ensures every opportunity meets our stringent selection criteria before it is recommended to you. We also offer all of our clients online access to their portfolio via a private portal for complete visibility over their investment performance, cash flow position, and asset allocation summaries. These are balanced daily for full transparency always. Providing you the expertise and freedom to choose your path to financial success, with independence — and without the constraints of bias or conflicting interests.