Our established network of global contacts built over the 17+ years of business has given our clients access to the best diversification strategies available in the markets.
Independence from institutional ownership, our business is built on a commitment to deliver on our promises. We appreciate the importance of integrity; professionalism and impartiality are core values that underpin the investment service and independent financial advice we provide. When it comes to your money and investments you need a relationship you can rely on.
The majority of our business comes from repeat clients and referrals. We take that as a positive endorsement of the quality of our people, services and results. As well as our fee for service model, ensures the advice we provide our clients is impartial and in their best interests. That we make good on this is evidenced by the fact that nearly all new clients are referred to us by existing clients.
Our focus is our clients. We make sure our clients are not just a number.
Our clients range from retail investors to larger companies. We here at Compound Capital understand the importance of getting it right. Providing a personal 1 to 1 service and risk management is at the center of everything we do and is integrated into every step of our investment process. Whether you are a private client or an institutional client, every client will have their own dedicated portfolio manager.
We believe preservation-first is the right approach to managing wealth. As global inflation is gradually reducing the buying power of cash year on year, we believe a robust, consistent investment process implemented over time, is the most effective way to help you achieve real capital growth.
Investing for the future and our focus on moving with the times helps us evolve and constantly get better. We have heavily invested in cutting edge AI technology to help us identify risk and broaden our horizon to global opportunities. Coupled with our 1 to 1 service approach along with our cutting edge technology, we believe this separates us from the rest.
Equities, long and short term fixed income and risk management are our three main areas of expertise. Through our large network of financial advisers and portfolio mangers, we offer a broad range of wealth management, risk management and tailored financial planning services to our clients.
Working closely with our portfolio managers we also have a dedicated portfolio risk management team located around the globe which enables 24-hour portfolio coverage and continuity of information flow from markets across the world.
Bringing together our risk and investment professionals from across the globe and combining top-down and bottom-up inputs, our 65+ portfolio managers around the world not only position portfolios for what we anticipate may happen, they also structure portfolios to prepare for scenarios outside of our base case. This gives our portfolio managers the ability to respond quickly to surprising events and market interruptions - an edge here at Compound Capital we believe that can help portfolios become more defensive or offensive as conditions change.
We have been providing practical financial planning advice and risk management services to private and institutional clients for over 17 years. As financial professionals we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial goals. Our areas of expertise are:
Whether you are investing in the local or global bond markets, Compound Capital have a diverse selection of top tier investment bonds to suit all risk appetite's. With access to a primary and secondary market, our investor's liquidity is assured.
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Build a portfolio or update an existing one. Our portfolio and risk managers will always look at your circumstances and plans as a whole before providing their recommendations. They'll find out about your circumstances and discuss your choice of service to make sure it's right for your risk and objectives.
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Risk management is an important part of what we do and our success. Combining our sophisticated risk analytics and highly scalable processing capabilities to enable you to see your whole portfolio, understand risks and exposures and act with speed and precision.
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Compound Capital PTY LTD (ABN: 68 114 194 286) holds an Australian Financial Services Licence (AFSL Number: 290981).
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