Wholesale & Sophisticated Investors

Kelly+Partners Private Wealth is a boutique investment management firm providing bespoke wholesale investment solutions & portfolio management services for Wholesale & Sophisticated investors.

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Forward-Looking Advice
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Forward-Looking Advice

Investment Management for Wholesale & Sophisticated Investors

At Kelly Partners Private Wealth, we provide investment management solutions and ongoing portfolio management capability to wholesale and sophisticated investors, including accomplished private clients, businesses, family groups, family offices, SMSF’s, Charities and Foundations. Our experienced investment managers partner with clients to help grow, protect and control their wealth, and preserve it for future generations. Key to this is taking the time to understand what you are seeking to achieve over various timeframes and developing an investment portfolio solution to match.

The Kelly Partners Private Wealth team have a strong history of recommending investment solutions designed to specifically meet the needs of our clients leveraging a range of high-quality investment managers.

As a boutique investment advisory firm responsible for aligning investment outcomes with client objectives, it is critical to have high conviction on core investment beliefs to guide the work we do every day. Central to this is our high touch personal service, backed by an institutional approach and capability that focuses on asset allocation, capital preservation and investment returns with a medium to long term view. We think this provides clients with confidence and comfort around ensuring that capital is protected for generations to come and ensuring decisions made today support their legacy of the future.

Our Core / Satellite approach to portfolio construction combines the best of portfolio theory and a real-world market-tested approach. It is a commonsense investment approach that brings greater discipline and stability to an investment portfolio. When building the core of a clients investment portfolio we leverage our BlueCore Model Portfolios. These are actively managed, multi-asset, multi-manager portfolio’s powered by the institutional data, research and analytics of Resonant Asset Management

We provide three Core models: 

Income Model

Focuses on income generation

Balanced Model

A balance between income & capital appreciation.

Growth Model

Emphasis placed on capital appreciation.
BlueCore Model 3

The BlueCore models provide:

  • Simplicity of management and reporting.
  • Institutional grade portfolio management.
  • Advance portfolio construction.
  • In-depth portfolio analysis, reporting and commentary.

Get Started

Speak to one of our Private Wealth specialists.

Book a call

1300 802 780

Private Wealth Team

Trent Doughty
Steven Grogg
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Daniel Kelly
Kim Lim-Private-Wealth-Headshot
Kim Lim
Head of Operations

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations


Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

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