A Tailored Approach to Wealth Management & Investment Advice
Independence. Expertise. A Strategy Built for You.
At Hewison Private Wealth, we believe that true wealth management is as unique as the individuals we serve. That’s why we take pride in crafting investment strategies tailored to your ambitions—designed with precision, backed by expertise, and always driven by independence.
Our investment philosophy is built on generating long term growth, preserving capital and enhancing your wealth. With a direct investment approach that prioritises transparency and control, our clients benefit from bespoke portfolios designed to withstand market fluctuations while seizing new opportunities. Backed by our Investment Committee’s 70 years of combined experience and supported by nearly four decades of process refinement, we ensure your wealth is safeguarded while working harder for you.
You can be confident that your investments are managed with care, expertise, and a relentless focus on security, stability, and performance.
The Hewison Investment Philosophy
Rare. Refined. Resilient.
Born from market challenges and strengthened through decades of experience, our investment philosophy is built to withstand volatility and achieve long-term growth. Developed in response to the 1987 stock market crash, it centres on direct investment—offering clients full control and flexibility over their wealth.
We remain agile, preserving capital in turbulent times while capitalising on opportunity, ensuring portfolios are consistently aligned with both market conditions and your evolving hopes and dreams for the future. Our approach is not just about generating returns; it’s about securing your financial aspirations with a strategy that stands the test of time.
Meet Our Investment Committee
At the core of our investment strategy is our Investment Committee—a team of seasoned professionals dedicated to identifying and evaluating opportunities that align with our clients’ needs. The Committee meets weekly to conduct comprehensive market analysis, evaluate new opportunities, and refine existing investment strategies to ensure the best opportunities are available for our clients.
With access to both domestic and global markets, our team leverages deep expertise and industry-leading research to provide clients with bespoke, high-quality investment opportunities that drive long-term wealth creation.
How We Invest
A Strategic, Independent Approach to Wealth Management
At Hewison Private Wealth, we build relationships and portfolios from the ground up. Our investment process begins with a deep understanding of your financial position, goals, and risk tolerance. From there, we construct an Individually Managed Account (IMA) tailored to your specific objectives, providing full transparency and control over your assets.
Our Investment Process
01
Discovery & Strategy Development
We take the time to understand your current assets, income, liabilities, and risk appetite (not a profile) to design a bespoke asset allocation strategy.
02
Implementation & Portfolio Construction
Our team carefully selects high-quality, direct investments to align with your long-term financial objectives.
03
Active Portfolio Management
Unlike a “set and forget” approach, we continuously monitor and rebalance your portfolio to ensure it remains aligned with market conditions and your evolving needs.
04
Full Transparency & Reporting
Clients have access to a secure online portal, offering real-time visibility into their portfolio’s performance, cash flow position, and asset allocation.
With a steadfast commitment to capital preservation, sustainable and long-term growth, we empower our clients to build and maintain wealth with confidence and independence.