Investment advice
Townshend Capital is a boutique investment management company located in Australia.
Our role is to partner with clients to provide premium investment and wealth management advice, tailored to your needs.
Townshend Capital's people are highly qualified advisors with the education and experience to guide your investment portfolio.
We are focused on assisting investors to maximise wealth. Our goal is to guide our clients in creating, implementing and managing investment strategies that deliver long-term growth.
The experience and extensive networks of our people allows Townshend Capital to act as financial guardians of our clients’ investment portfolios.
We use our wide experience to develop bespoke strategies to protect and grow our clients’ wealth and help meet their financial goals.
Through our quality connections and networks, we are able to offer exclusive investment opportunities to our clientele.
Townshend Capital's Global Experience
Our team’s extensive experience gained in Australia and overseas includes:
- fund management
- wealth management services
- trading
- financial markets
- commercial analysis
- economic modelling
- strategic planning
- asset valuation
- due diligence
- identifying business development opportunities
- provision of economic and acquisition advice
- mergers and acquisitions support
- equity capital raising
- accounting and financial control, and
- provision of investment advice
Our Services
Our wide range of financial services extends from providing financial product advice to managing investment schemes, share portfolios, underwriting and capital raising. Portfolios are tailored to suit our individual clients’ financial objectives.
We specialise in providing financial services to experienced investors who are seeking a higher level of access to new investment opportunities.
Our Australian Financial Services Licence authorises us to provide services for wholesale clients.
Townshend Capital’s major service area and expertise is dealing in financial products for wholesale investors including:
- Managing Investor interests in Managed Investment Schemes including investor directed portfolio services
We are also licensed to provide financial advice for:
- Wealth Management
- Managed Investment Schemes
Our services are designed to provide comprehensive financial and investment solutions that cater to the specific needs of our clients, whether they are individuals, families, or businesses.
We offer a range of services that cater to the investment and financial management needs of our clients. Our portfolio management service is designed to create and manage investment portfolios for clients. Depending on the client's preference, we can offer discretionary or advisory mandates.
With discretionary mandates, we make investment decisions on behalf of the client, while with advisory mandates, we provide investment advice, but the client retains the final decision-making authority.
Our structured asset management service offers customised investment structures that meet the specific needs of clients, including alternative investments such as private equity, hedge funds, and real estate, as well as more traditional asset classes such as stocks and bonds.
We also offer family office services that coordinate and manage a range of financial and non-financial services for high net worth families, including investment management, tax planning, estate planning, philanthropy, and concierge services.
Our corporate financing and advisory services help clients with business interests such as mergers and acquisitions, capital raising, and strategic planning.
Finally, we can help clients with legacy planning and wealth structuring to create a plan for the transfer of wealth to future generations while minimising tax liabilities and ensuring their wishes are carried out.
Financial Services to Generate Wealth
Are you an investor seeking individual attention, assistance and access to new opportunities in partnership with a boutique financial services company?
Our Clients
If you have accumulated wealth from your business endeavours, professional expertise or family investments and understand the benefits of managing and growing your wealth through investment, we can help.
Townshend Capital serves investors who understand the value of diversified investment strategies. We pride ourselves on the individual attention we give to each of our clients, deliberately maintaining a small and exclusive client base so that we can always provide high standards of attention and service. If you are seeking access to exclusive strategic investment opportunities, we can help.
You can be assured of receiving our focused attention and advice when choosing Townshend Capital to assist with wealth management and investment. Our vision is to develop a long term relationship based on trust and partnership.