PRIVATE WEALTH

One philosophy applied to your family's capital.

Private Wealth is how families access the same investment philosophy, research engine, and conviction we use for our own capital. One firm. One table. Your seat.

THE INVITATION

We built this for our family first. Now there's room for yours.

EC Pohl & Co began as a family office managing the Pohl family's own wealth. We built our investment philosophy for ourselves. Tested it with our own capital. Refined it over decades.

Private Wealth is the invitation to join that table.

You get access to the same Resilient Equity approach, the same research engine, the same concentrated portfolios of quality growth businesses that we use for our own family. Not a watered-down version. Not a different process. The same.

We work with a small number of families who share our values. People who think in decades, not quarters. Who understands that wealth is more than financial. Who wants their capital to mean something after them.

WHAT PRIVATE WEALTH IS

Your capital. Our conviction. One philosophy.

Private Wealth at EC Pohl & Co is not a model portfolio or a menu of products. It is an individually managed account run under one investment philosophy, with the same research engine and discipline applied to every dollar.

Direct ownership

You own the underlying shares and securities in your name or your entity's name. Full transparency. Full look-through for tax, franking, and reporting.

Discretionary management

We make day-to-day investment decisions within an agreed mandate, applying our Resilient Equity process. You don't need to approve every trade. You trust the philosophy.

Structural alignment

Portfolios are designed to sit cleanly within your existing entities, whether that's a family trust, company, SMSF, or personal name. We work with your advisers to ensure everything fits.

After-tax awareness

We manage turnover sensibly and consider tax outcomes over the long term, rather than trading frequently.

The IMA is the engine. The philosophy is what makes it work.

THE INVESTMENT APPROACH

Resilient Equity. The same approach we use for ourselves.

Every Private Wealth portfolio is built on our Resilient Equity philosophy: ownership in quality franchises in the growth phase of its lifecycle. These are businesses whose operating strength allows compounding to continue through good conditions and bad.

We seek quality franchises in the growth phase of their life cycle. Businesses with sustainable competitive advantages, strong reinvestment opportunities, and the ability to earn returns on capital well above their cost of capital over many years.

We focus on the business, not the share price. Markets can be volatile. What matters is whether the underlying company can keep serving customers, generating cash, protecting margins, and reinvesting intelligently.

The same conviction guides every portfolio we manage, whether it's ours or yours.

THE EXPERIENCE

What it feels like to be a Private Wealth client.

We keep the experience calm, clear, and deliberate.

Onboarding

We begin with conversations, not paperwork. We want to understand your capital, your entities, your objectives, and your time horizon. Only then do we establish accounts and coordinate with your advisers.

Ongoing

You receive regular reporting showing holdings, performance, and activity in plain language. Periodic review conversations focus on what matters: progress toward your long-term aims, not month-to-month noise.

Access

You have direct access to our insights and commentary to help you stay informed through cycles. As Pohly develops, you'll have a progressively richer view of your portfolios, structures, and legacy in one place.

Partnership

We're not a call centre. The people who manage your capital are the people you speak with. Relationships are long-term. The same faces today will be here in a decade.

WHO this IS FOR

For families who
think the way we do.

We don't define our clients by age or net worth. We define them by how they see the world.
You might be a good fit if you:

Think in Decades

You’re not chasing this quarter’s returns. You understand that compounding rewards patience, and you’re willing to give it time.

Believe Wealth is More Than Financial

You care about what your capital does for your family and community, not just what it looks like on paper.

Value Transparency Over Complexity

Wholesale investors and advised clients who can access ECP's strategies via approved platforms, model portfolios, and direct mandates, subject to eligibility.

Want a Partner, Not a Product

You're looking for a relationship built on shared values, not a platform to log into.

If this sounds like you, we built this with you in mind.

Parents and child sitting at a white table outdoors; the child is drawing while parents watch and eat.

WHERE WE OFTEN SEE ALIGNMENT

The moments that bring
families to our table.

People find us at different stages of life, often at inflection points where capital and meaning intersect.

A business sale or liquidity event

Concentrated wealth that needs to become diversified, resilient, and working for the next chapter.

An inheritance or wealth transfer

Capital arriving with responsibility attached, and the desire to steward it well.

A growing family

Children arriving, and with them, new questions about what you're really building and passing down.

A portfolio that's lost its way

Too many managers, too much complexity, not enough conviction. The desire to simplify around one philosophy.

A life in transition

Divorce, loss, retirement, or a major career shift. We work with many women navigating these moments who want a calm, technical, non-paternalistic partner to help organise, protect, and activate capital in a way that feels like their story.

The moments differ. The mindset is the same.

ELIGIBILITY

What we require.

We are deliberately selective. Private Wealth works best when the fit is right on both sides.

Meaningful capital

Typically $1 million or more in investable assets. This ensures we can provide the depth of attention our philosophy demands.

Comfort with equity

Our portfolios are equity-led. That means volatility in the short term and compounding over the long term. If you need guaranteed liquidity or can't tolerate drawdowns, this isn't the right fit.

A long-term horizon

We don't react to market noise. We don't chase short-term performance. If you want someone to trade around headlines, we're not the right partner.

Openness to transparency

We operate digitally and provide full visibility into what you own and why. If you prefer a black box, or to be diversified for diversifications sake, look elsewhere.

ONE PHILOSOPHY, MULTIPLE STRUCTURES

Private Wealth is one seat at the table.

The same philosophy that drives Private Wealth also drives our other offerings. Depending on your circumstances, you may access our approach through different structures:

Asset Management

Institutional strategies for super funds, family offices, and wholesale investors. The same research engine. The same investment process.

Listed Companies

Exchange-traded access through Flagship Investments (ASX: FSI), Global Masters Fund (ASX: GFL), ECP Emerging Growth (ASX: ECP), and Athelney Trust (LSE: ATY).

Wealth Foundry

Bespoke structures, platforms, and long-dated vehicles for families and institutions with more complex needs.

the annual intake

We partner with a small number of families each year.

EC Pohl & Co is closed to general new clients. We don't grow for growth's sake. We grow deliberately, ensuring every family we work with receives the depth of attention our philosophy demands.

New relationships are considered through a structured annual intake. You submit an application. Our team reviews it alongside other applicants. If there's a potential fit between your objectives and our philosophy, we'll be in touch.

This isn't gatekeeping. It's care. The families we partner with deserve more than a sales process. They deserve a relationship built on shared values and long-term commitment.