Hamilton Wealth Partners is a specialist, award winning, wealth management firm founded in 2013. We leverage our relationships with global alliance partners to deliver expert investment and strategic advisory services to successful individuals, families and for purpose organisations. Our Partners draw on 30 years' experience with leading financial institutions in Australia and internationally.
We are guided by our Advisory Board and Investment Policy Board, both of which are independently chaired, proving a depth of expertise and an objective voice. We pride ourselves on thoughtful and attentive service to give our clients confidence and clarity in their financial affairs. Our firm is owned by our partners, we are not beholden to any financial institution or external interest.
We are guided by our Advisory Board and Investment Policy Board, both of which are independently chaired, proving a depth of expertise and an objective voice. We pride ourselves on thoughtful and attentive service to give our clients confidence and clarity in their financial affairs. Our firm is owned by our partners, we are not beholden to any financial institution or external interest.
Services
Establishing a boutique wealth management firm when we did was considered 'radical' at the time - we didn't want to think and act mainstream like every other financial institution. To continue to be successful we need to continue to think radically.
Leveraging years of experience working with high-profile clients and leading financial institutions both in Australia and internationally including in Hong Kong, London, New York, and Tokyo, our advisory services continue to succeed in the delivery of positive outcomes with a strong emphasis on risk management for our clients.
Leveraging years of experience working with high-profile clients and leading financial institutions both in Australia and internationally including in Hong Kong, London, New York, and Tokyo, our advisory services continue to succeed in the delivery of positive outcomes with a strong emphasis on risk management for our clients.
Our culture and brand are based on People, Quality and Service. The "Service" element of our culture is inspired by 'Four Seasons, The Story Of A Business Philosophy', by Isadore Sharp. We want our whole team to understand the 'it': what we are aspiring to achieve, the 'me': their role in this, and to give the 'wow' factor to our clients.
Hamilton Wealth Partners is wholly owned and managed by our partners, who continue to "think differently" to ensure the ongoing success of your wealth and asset management, and are not beholden to any financial institution. Throughout more than 30 years in the financial industry, Will has advised many families and individuals on both sides of their balance sheet.
The services we provide at Hamilton Wealth Partners are customised to align with our clients' vision and wealth goals. Through successful planning and investing of your wealth, together with experienced and personalised advice, we can achieve results tailored for you. We understand that our job matters, and we are privileged to be entrusted with your money.
At Hamilton Wealth Partners, we believe that sound wealth management is based on a proven process, following a clearly understood philosophy and underpinned by a strong methodology. Our Philosophy is one of Active Investment Management built around balance and diversification, which reduces portfolio volatility and ultimately manages and reduces risk.
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