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Portfolio Management

Growing your wealth through a range of high conviction low turnover portfolios with clear ownership and complete transparency.

At Royston Capital, our investment advice is tailored to your preferences and needs. We offer a range of options including discretionary management (Private Funds Management).

Advisory

We collaborate with you to establish overarching family wealth objectives and craft an investment strategy. This strategy is reviewed annually and encompasses a diverse portfolio spanning equities such as fixed income securities, managed funds, property syndication, and derivatives. We work closely with you to guide investment decisions. .

Discretionary

With a discretionary portfolio, we swiftly capitalize on opportunities within the agreed framework while providing regular investment reporting and annual portfolio audits for compliance assurance.

Continuous communication ensures effective implementation of recommendations, empowering you and your family to evaluate opportunities based on our advice and insights. Regular meetings facilitate reviews of proposed and recent transactions, fostering informed decision-making.

Additional Investment Services

Royston Capital also offers specialized services such as catering to Significant Investor Visa (SIV) applicants and providing philanthropic advisory solutions.

Explore Our Portfolio Services

Asset Administration

Our Portfolio Administration System (P.A.S.) can record and report on all your assets (listed and unlisted) to provide a holistic view of your portfolio.

Importantly, our administration meets AASB GS007 audit requirements and portfolios come with an annual audit certificate that confirms the accuracy of the portfolio reports.

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Investment Philosophy

Our investment philosophy is built around 6 core views:

  1. Investment markets are inefficient over the short to medium term.
  2. A need to focus on the understanding, allocation and Management of risk.
  3. Beta or market returns are important but not an automatic decision.
  4. Currency needs to be considered ‘actively’ within the investment process.
  5. Alternatives have a role to play in diversified portfolios.
  6. Direct investment (such as equities) provide opportunities for targeted exposure to specific market segments identified as having strong growth characteristics.

Ethical Stance

Where appropriate for clients of Royston Capital, the Committee will endeavour to recommend investment opportunities that provide good financial returns and at the same time respectful of the world in which we live.

Consideration of ethical investment principles and practices are a critical element in the process for the selection of funds managers where appropriate and will be taken into account as part of the reporting process.

Governance

The Royston Capital Investment Committee ensures investment decisions are consistent, structured and unbiased and that appropriate investment due diligence framework is maintained at all times.

The Committee will seek to avoid, within the limits of reasonable feasibility, having client monies invested with any investment manager or in an individual security which has substantial holdings in companies whose principal activity

Risk

At Royston Capital, we believe that Risk Management of portfolios is critical to the ongoing success and out-performance.

Investment risk is limited by appropriate diversification both within and between asset classes. Currency risk is managed by appropriate hedging arrangements.

Advisory

We work with you on overall family wealth objectives and an investment strategy which may include a mix of investment types. You evaluate opportunities based on our advice and education.

Discretionary

The discretionary nature of the portfolio allows us to act efficiently on opportunities as they happen within the framework of the agreed investment strategy.

Consultation

We will work in conjunction with you but ultimately guide most decisions. There is a regular reporting process and annual auditing and reviews.

Our Other Private Client Services

Wealth Advice

Our wealth advice services focus on developing and managing comprehensive financial strategies tailored to your unique goals and circumstances.

Insurance

We conduct annual reviews of your personal insurance policies to ensure your insurance portfolio remains robust and aligned with your evolving needs and goals.