We aim to become your virtual in-house investment team – a trusted source for new investments, a sounding board for ideas, an independent voice on risk and asset allocation, and a filter for assessing new opportunities with diligent groundwork.

We tailor products to our clients’ needs and, where necessary, create new in-house products. It is this ‘bespoke’ approach that ensures clients are fully engaged in the investment process, as well as the end product.

• Broad selection of investments

  We filter and choose investments from across the investment universe, regardless of asset class. We do not simply stick to known or familiar asset types

• Investment Managers

  We select the best investment managers and remain actively involved in their investment process to ensure they remain on-task. This involves interviewing and back-researching managers, building relationships with key people and participating in decision-making where possible (eg. via investment committee representation). In some cases, we can cherry pick what we regard as the best opportunities unearthed by the investment manager

• Detailed analysis

  We are willing to take a significant position in a given investment where warranted. We therefore aim to quickly filter opportunities and undertake considerable groundwork in understanding the investment, assessing the risks and verifying the legal documents and custody arrangements in detail

• Industry specialists

  Working on behalf of a small number of high net worth clients, we have unique access to the best investment banks, stockbrokers, accounting firms, insolvency practices, advisory firms, real estate agents and industry specialists. This is key to unearthing and assessing opportunities, and selecting best-in-class managers

• Flexible products

  If we can’t find a manager whose offering is exactly as desired or who we don’t feel is sufficiently credentialed, we will look to create that product under the Hume Umbrella eg. Hume Equities, Hume Covered Calls, Hume Property

• Macro Level Risk assessments

  We assess the risk-return prospects of asset classes at the macro level based on financial and economic analysis. We are willing to make a clear ‘call’ on an asset class that informs our investment recommendations

• Diverse Knowledge of investment landscape

  Having clarity of the various returns and risks right across the investment landscape gives us a unique ability to compare and contrast the best places to invest on your behalf

• Tailored Products

  With your guidance and our broad platform of investment opportunities we construct either entire portfolios or asset specific products