Wholesale
Wealth Solutions

At Australian Unity, our experience can help you grow and secure your wealth goals in securing your family’s investments, from one generation to the next.

Our comprehensive range of bespoke services and investment solutions are suitable for high-net-worth individuals and family offices who share the same conviction and alignment with our socially conscious and sustainable investment values.

Our team of specialist investment managers create bespoke managed account portfolios designed to meet your individual investment objectives and needs.

Our personalised and specialised service offering includes a dedicated concierge desk which includes a range of unique features and benefits that go beyond looking after your investment needs.

We manage in excess of $20 billion in funds under management*. In doing so, we’ve developed a robust investment process framework constructed to optimise the investment portfolios of each of our clients with regard to their unique requirements.

We have been helping people and communities thrive for over 175 years. Through the strength of the Australian Unity group and its strategic partners, we offer a strong suite of investment opportunities including:

Our track record in building wealth through quality investments and wellbeing outcomes can assist you in meeting your family’s requirements. Our offering includes:

Armed with a rich heritage and experience in delivering on the needs of individuals and the community, we also provide investors with socially conscious and responsible investing opportunities without sacrificing returns.

We are a mutual organisation with expertise in working with Foundations, Charities and Not-for-Profit organisations to help them achieve their respective investment, wellbeing and community objectives.

We are well equipped to understand and service the relevant fiduciary obligations of your organisation. Our approach is to understand and execute on your organisation’s unique priorities and objectives whether they be income, capital growth, capital preservation, sustainable investments or asset allocation.

Our capability is born out of our experience and expertise in managing portfolios for APRA regulated clients through several market cycles for over 15 years.

Our sophisticated approach to customising solutions around our clients’ objectives has enabled our clients to be the beneficiaries of our consultative approach in managing diversified portfolios, including Strategic Asset Allocation, Dynamic Asset Allocation and manager selection.

We manage in excess of $20 billion in funds under management*. In doing so, we’ve developed a robust investment process framework constructed to optimise the investment portfolios of each of our clients with regard to their unique requirements.

We have been helping people and communities thrive for over 175 years. Through the strength of the Australian Unity group and its strategic partners, we offer a strong suite of investment opportunities including:

Armed with a rich heritage and experience in delivering on the needs of individuals and community, we also provide investors with socially conscious and responsible investing opportunities without sacrificing returns.

At Australian Unity, we have the expertise to bring together the right combination of specialists to work with Institutional investors and Corporations in achieving their respective investment, wellbeing and community objectives.

Our specialist investments teams possess breadth and depth in tailoring investment solutions for institutional clients across all the major asset classes leveraging our in-house capabilities and joint venture partners.

Our portfolio managers and analysts are attending to strategic investment objectives including; income, capital growth, capital preservation and sustainability requirements.

Our capability is born out of our experience and expertise in managing portfolios for APRA regulated clients through several market cycles for over 15 years.

Our sophisticated approach to customising solutions around our clients’ objectives has enabled our clients to be the beneficiaries of our consultative approach in managing diversified portfolios, including Strategic Asset Allocation, Dynamic Asset Allocation and manager selection.

We have been helping people and communities throve for over 175 years. We manage in excess of $20 billion in funds under management*. In doing so, we’ve developed a robust investment process framework constructed to optimise the investment portfolios of each of our institutional clients with regard to their unique requirements.

Through the strength of the Australian Unity group and its strategic partners, we deliver a strong suite of investment opportunities including:

Armed with a rich heritage and experience in delivering on the needs of individuals and community, we also provide opportunities for socially conscious and responsible investing.