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Financial Services

Cross Asset Wealth

Cross Asset Wealth is a highly sophisticated and bespoke External Asset Manager and Wealth Management firm, providing Institutional Grade investment solutions to Institutions, Ultra High Net Worth (UHNW) Investors, and Family Offices around the globe.

They are regulated and licensed under ASIC (The Australian Securities and Investments Commission). The founding partners have over 120 years+ combined Portfolio Management and Capital Markets experience, at an Institutional level. They advise across all asset classes (Equities, Bonds, ETFs, Currencies, Derivatives, Commodities, Structured Products, Alternatives and Private Equity), as well as providing Treasury and Hedge Solutions. Their 24/7 Risk Management Team ensures all client portfolios are monitored throughout the global trading cycle.

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