Access our new Client Portal

Have you received your invitation?

Not yet? Please check with your investment adviser when you will be invited to onboard

Strategic Partners

Strategic Partners

Our strategic partners are world-leading international and domestic financial institutions: Commonwealth Bank of Australia (CommBank), Credit Suisse AG Sydney Branch (Credit Suisse), The Northern Trust Company (Northern Trust) and UBS group—as well as market-leading technology provider Avaloq Licence AG (Avaloq).

Our strategic partnerships enable us to offer wealth management advice and portfolio management solutions that are both agile and scalable, covering a wide range of asset classes and investment opportunities both locally and internationally.

In Australia and New Zealand, UBS group provides comprehensive investment banking and asset management services to corporates, institutions and governments by combining local insight and credentials with the firm’s global franchise. UBS consistently maintains its position as a leading corporate adviser, as well as capital markets and equities franchise in Australia.

CommBank's ongoing commitment to investment in technology means that you will be among the first to access new products and services as a result of that investment. Transactions processed within the CommBank network are on a real-time basis, which gives both you and us control and visibility into cash transactions. These transactions are updated on our wealth management platform five times throughout the day. CommBank provides us with a dedicated 24-hour service team backed by technical teams and product specialists for day-to-day advice and problem resolution. You also benefit from the security of Australia’s largest financial services network and one of the most robust and high-volume transaction banking platforms in the southern hemisphere.

We have become a client of Credit Suisse’s External Asset Management business in Australia to provide you with access to multi-asset and multi-currency lending capabilities. The Credit Suisse Group is a leading financial services organisation with strategic assets under management in its private bank and asset management global business of over CHF 737 billion as at financial year 2018. Founded in 1856 with headquarters in Zurich, Switzerland, Credit Suisse has operations in over 50 countries and has been in Australia since 1969. Credit Suisse is an industry leader in providing services for external asset managers.

Northern Trust is a leading provider of asset servicing, asset management and banking to corporations and institutions in Asia Pacific. Northern Trust's offices in Sydney and Melbourne offer a comprehensive range of customised asset servicing, asset management and capital markets solutions to its institutional and investment manager clients across Australasia. As at 31 December 2018, Northern Trust had USD 150 billion in banking assets, USD 8.2 trillion in assets under custody, and USD 1.2 trillion in assets under management. Northern Trust was the sixth largest custodian of assets under custody for Australian investors as at 31 December 2018 with AUD 490 billion.

Avaloq is a leading international fintech company, providing software and outsourcing solutions to banks and wealth management firms. Avaloq is a preferred supplier among global wealth management firms and more than AUD 5 trillion of client assets are managed with its technology across the world. The company serves more than 150 financial institutions in the most demanding financial centres aroundthe world and over 250 Swiss co-operative banks. Avaloq has won a series of awards for its innovative approach to wealth management platforms and its customers include BT Financial Group, Deutsche Bank and HSBC.

We refer to these parties as our Strategic Partners - however, they are not technically in a legal partnership arrangement with us. We use this term as our agreements with these parties are core to our operating model.