2025

Retainer clients: 43 (14 super, 29 non-super) plus six technology subscribers. Funds under advice: Over $785B (as at 31 December…

During the June quarter, we were pleased to appoint the following person to our team: Jacqueline Marie Darwis, Associate Sadly,…

Hopefully you receive our e-newsletter – Forefront, which presents the research we undertake. For your quick reference, we have published…

Between 1 April and 30 June 2025, we completed the following number of manager meetings. Equities: 49 Real Assets: 50…

We are proud to have helped our clients achieve long-term performance that is ahead of the pack. Consistently. We have…