Wholesale Investment Management | Be Better Off | Kelly+Partners Private Wealth

Wholesale Investment Solutions

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.