Where Institutional Wealth Takes Shape

Independent, multi-bank credit and asset services connecting Australian capital to the world

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What We Do

Portfolio-Secured Credit

  • Credit lines secured against diversified portfolios and, where appropriate, concentrated holdings.

  • AUD and multi-currency facilities for founders, families and investment entities.

  • Structured to give clients controlled access to cash, without forced asset sales.

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Asset Services & Reporting

  • Custody and governance solutions for complex, multi-entity wealth.

  • Front-to-back processing, reconciliations and corporate actions.

  • Consolidated reporting so platforms, advisers and auditors can see and supervise off-platform assets.

Global Markets Infrastructure

  • Rails to access global equities, ETFs, bonds and listed derivatives.

  • FX and funding solutions aligned to client currency and risk settings.

  • A single, coherent framework sitting beneath multiple banks, brokers and platforms.

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Our products and services are only available through licensed Financial Advisers. Customers must hold a certified wholesale investor certificate and managed directly by licensed AFSL Holders.

Who we work with

  • Liquidity, diversification and risk management solutions for large listed holdings and last remaining blocks.

  • Portfolio-backed credit and global asset services for individuals and entities that meet wholesale and professional investor tests.

  • Companies, trusts, SMSFs and family entities with multi-jurisdiction portfolios and defined governance.

  • Discreet programs that help platforms support clients with on- and off-platform assets, while preserving oversight and economics.

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The real world problems, we’re built to solve

  • Night view of an office building with glowing, colorful interior lights visible through large glass windows.

    Unlocking cash without dismantling portfolio

    Borrow against your existing holdings, then deploy capital into new investment opportunities while your core portfolio stays invested and compounding

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    Managing concentrated or legacy positions

    Structured facilities for founders and major shareholders to manage risk, diversify over time or fund other opportunities from single-stock or concentrated positions.

  • Making global portfolios intelligible

    Credit, custody and reporting for portfolios spread across multiple platforms and custodians – with consolidated views for clients, advisers, platforms and auditors.

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    Cross-currency and cross-border needs

    Facilities and infrastructure designed for multi-currency wealth and offshore structures that still require clear governance and reporting.