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YOUR/SECURITY

Security in safe custody

All assets managed on behalf of our clients are held with a custodian on trust for clients and are not attached to our assets and liabilities, nor those of the custodian. 

Each client is provided with access to their individual asset holdings via their secure Holder Identification Number (HIN) for ASX-listed holdings.

Your managed assets may be held on trust with our preferred custodian Clearstream Australia Limited (Clearstream). Clearstream is one of the world’s largest settlement and custody firms for domestic and international securities. Clearstream is owned by Deutsche Borse AG and maintains strong long-term ratings from major international rating agencies (as at June 2021).

Security of assets is pivotal to our brand essence and essential to our value proposition. No priority ranks higher in our partnership than leading the industry with our practices in this domain.

Security of assets is pivotal to our brand essence and essential to our value proposition.

No priority ranks higher in our partnership than leading the industry with our practices in this domain.

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