About Us

Wakehurst Investments PTY Limited is one of the world’s leading financial firms. We work with clients to help them have a thorough look about their financial situations, make better decisions, get those decisions translated quickly into actions and sustain the momentum into the future.

For over 20 years, we have worked passionately to bring the best services to clients. Our single discipline is putting client needs at the center of everything we do.

While the market for the asset management industry continues to be volatile, Wakehurst Investments is committed to achieving the highest standards of compliance. Our strategy will continue to be driven by the pillars outlined in our approach, to provide sustainable financial security for pensioners and their families, while supporting the Asian region’s sustainable strategy for economic growth.

Wakehurst Investments applies fundamental insights to find attractive and unique investment opportunities. Our decisions are made based on empirical evidence and our processes are repeatable and transparent, and risk control is a central focus. We measure success by how effectively we attain our client’s desired outcomes.

Responsible Investing is embedded in our investment approach.

Who We Are

Our Mission

Our renowned process will allow you to:
– Relationships with clients, with employees
– Integrity in all we do to achieve full potential
– Value-Added so everything is geared towards creating value

How we Work

Exploring alternative investment strategies, particularly areas of interest differing from, but often related to, our core investment model. Examples include Managed Volatility, Long/Short, and Multi-Asset Class strategies.

Signal Consumption

Signal Consumption – Utilizing signals to construct portfolios and ensuring that we capture the optimal blend of exposures after accounting for real-world frictions (risk, costs, and portfolio restraints).

Signal Generation

Identifying characteristics and attributes that seek to predict returns for individual companies, segments, and markets, as well enhancing our existing signals.

Wakehurst Investments offers a wide range of financial products and services to individuals and business owners. By seeking our sound financial information, we believe you will be better able to identify your goals and make sound decisions, to help you reach these goals.

Contacts

Would you like to speak to one of our financial advisers over the phone? You can call us or e-mail us for any further concern.

Email

info@wakehurstinve.com

Address

24, Gordon Street, Coffs Harbour, New South Wales, Australia

Working Hours

9:00 - 18:00

© Copyright 2023 Wakehurst Investments PTY Ltd. All Rights Reserved.