Cross Asset Wealth is a specialist wealth adviser and external asset manager to High & Ultra-High Net Worth investors, family offices, and asset managers globally. We provide access to world-class private banking and bespoke wealth management services. We are independently owned by our senior management.
The fundamental difference is that, with bespoke solutions every aspect of our client’s needs, wants and expectations are reviewed and considered on a continual basis. Solutions are specifically engineered to achieve the client’s unique objective, at all times.
We are experienced financial services professionals, with backgrounds from banking to institutional trading and risk management, to running sophisticated family offices. It’s this breadth of in-house expertise that sets us apart from other wealth managers.
Our primary role is to help safeguard our client’s wealth, enhance their return profiles whilst mitigating global and local risk and remaining liquid. We provide access to our highly experienced team of professionals 24/7, providing an unrivalled level of client care and support.
Cross Asset Wealth Management Pty Ltd is licensed as an Australian Financial Services Licensee. Licence Number 526187.
We provide highly bespoke expert advice and access to exclusive, market-leading products and services, from global institutions. We have partnered with one of the world’s leading Private Wealth Management Banks, with over $1.5 trillion in total assets, and operations globally. Our partnership and leverage within these Tier-1 Banks gives us this edge which others cannot replicate. Our ability to access thousands of funds, access to thousands of research analysts, access to thousands of trade ideas is what we pride ourselves in.
The breadth of our inhouse knowledge across capital markets, coupled with our global reach of exclusive products and specialist providers, provides tangible value to our clientele. The level and quality of service is simply unrivalled, offering our clients support and advice 7-days a week. Others just cannot replicate this gold standard level of service. We invest significant resources to better understand your needs, your unique situation, your understanding of risks and ultimately protect and grow your wealth for generations. This is a highly bespoke investment offering. If you have an investment theme in mind, we can make it a reality.
Every product and service is carefully constructed and delivered upon the unique requirements of the individual client. Our client’s benefit from the wealth of knowledge and resource that we access on a global scale. Access to products and services, from world-leading partners, that the majority of clients would not otherwise be able to obtain.
Our team consults across the broad spectrum of wealth management and investing. These services are centred around three key pillars; Banking, Investing, Advice.
- 24/7 Investment Service – Fully Bespoke solutions, turning concept into reality
- Exclusive Private Banking Services
- Access to every product and service across our Global Tier-1 Private Banking partnerships, which are otherwise offered exclusively to the bank’s ultra-VIP clients.
- Access to over 10,000 Funds, (Hedge Funds, Mutual Funds, ETFs, Private Equity and Real state Funds)
- Access to The 50 Club, the top global 50 best of best hedge funds reviewed and screened monthly
- Direct Access to Global Capital Markets or Managed Trading desks
- Structured Products around any theme, or listed asset class
- Finance and leverage against listed and real assets
- We can advise on the creation, running and strategic direction of Family Offices
- We can advise and create foreign investment trusts
- Bespoke Foreign Currency solutions for volume clients
- We can advise and create UCITS, SICAV, ICAV and Cayman domiciled fund solutions
- A.I. driven trading signals and enhanced weapons-grade risk management systems
- Access to global research teams and local knowledge