Private Wealth · Wholesale Only Access
Enter a broaderinvestmentuniverse.
Wholesale clients may access selected private markets, structured investments, alternative strategies and global capital market opportunities — generally not available to retail clients.
02 / Opportunity
A broader universeof opportunity.
Under the Australian regulatory framework, a Wholesale Client generally refers to an investor who meets certain eligibility criteria, such as having net assets of more than AUD 2.5 million, gross income exceeding AUD 250,000 for each of the past two financial years, relevant investment experience, or qualifying as a professional investor. Compared with retail clients, investors who qualify as Wholesale Clients may, subject to applicable regulatory requirements and product eligibility criteria, gain access to a broader range of investment products and opportunities.
Private Markets
Private credit, private equity and selected alternative investments.
Access to selected opportunities outside traditional public markets, subject to eligibility and product requirements.
Structured Investments
Structured notes, capital protection strategies and tailored market exposure.
Solutions designed around specific market views, risk parameters and investment objectives.
Global Markets
International equities, currencies, commodities and global investment themes.
Broader access to global markets through professional investment platforms and international counterparties.
Alternative Strategies
Strategies beyond traditional long-only portfolios.
Selected alternative approaches designed to complement traditional portfolios and provide differentiated sources of return or risk management.