always here

The team is made
up of investment

Your Investment Team

Perpetual Guardian has a dedicated investment team of professionals with decades of relevant industry experience spanning the following sectors of advice:

  • Portfolio construction from implementation to monitoring and rebalancing;
  • Estate planning in conjunction with our teams of fiduciary specialists;
  • Retirement and lifestyle planning;
  • Income generation;
  • Intergenerational wealth transfer; and
  • Trustee investment advisory services.

The value of advice

No matter your goals or objectives, you need a framework to achieve them. And while many understand the basic principles of prudent financial management, few can really detach their emotions when it comes to their finances – something that’s required to managing wealth in a disciplined and evidence-based manner.

At Perpetual Guardian, our investment team have a number of key strategies as part of our investment framework:

  • Manage risk by adopting a diversified approach
  • Seek lower volatility to enhance overall returns
  • Enhance diversification with global exposures
  • Allow disciplined asset allocation to drive returns
  • Take strategic and tactical ‘tilts’ to protect downside risk and enhance upside returns
  • Avoid trends and short-termism

Reporting and accessibility is important to us. Our investment team constantly strive to improve our reporting and how we communicate with you whether that is in a more traditional paper-based approach, face-to-face or digitally.

Read more about our investment style here.

Need some help?

Phone us on 0800 737 738 or fill in your details below.