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High-Net-Worth Portfolio Management

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If you’re a seasoned investor with a high net worth, our portfolio management services can provide the unique approach you require to manage your assets and secure your wealth.

At EC Pohl & Co, we understand what it takes to provide our clients with an effective high-net-worth (HNW) investment strategy that will serve them over the long term. With our highly skilled management team, carefully considered decision-making process, and dedicated approach to active investing, you can count on us to deliver the high-net-worth management solutions you need.

Who is Considered High-Net-Worth to Wealth Advisors?

To be seen as someone with a high net worth, you must have investments or other liquid assets totalling $1 million or more. However, there are three categories that you can fall into depending on whether your net worth meets or exceeds this amount. Check out our blog post about Australia’s high-net-worth individuals (HNWIs) to learn more about the different categories of HNWIs, their investments, and the strategies behind their success.

What is a High-Net-Worth Funds Manager?

Also known as high-net-worth money managers, these funds managers provide specialised investment management services to help wealthy individuals maintain their finances and further diversify their portfolios. Due to the fact their clients often require highly specialised services, these funds managers tend to work exclusively at boutique high-net-worth investment firms.

Why Do High-Net-Worth Investors Require Specialised Services?

With at least $1 million in liquid assets alone, HNW investors find themselves in a unique financial situation that differs greatly from that of the average Australian investor.

On top of having different goals, risk tolerances, and financial obligations, there are also several exclusive investment options for high-net-worth individuals that other investors are not privy to. Because of this, they require specialised services to properly manage their investments and diversify their portfolios.

As such, any fund manager with high-net-worth clients needs a very specific set of skills and wealth management experience to provide the specialised solutions their clients need. They should be capable of developing expert investment strategies that are perfectly tailored to the unique financial goals, risk tolerances, and investment options of HNW investors.

How We Can Help

At EC Pohl & Co, our high-net-worth investment advisors have extensive portfolio management experience and have been providing investors with reliable advice and consistent returns for over 20 years.

With our vast investment knowledge and exclusive market insights, we are able to secure an array of quality investments for high-net-worth individuals. As a result, we can provide you with even more opportunities to diversify your portfolio, grow your wealth, and achieve your financial goals.

Contact us today to learn more about our high-net-worth portfolio management services and discover how our team can provide the personalised solutions you need.

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EC Pohl & Co is a funds management firm, selecting quality companies and building high-conviction long-term investment portfolios for sophisticated investors.

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