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Hamilton Wealth Management

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Hamilton Wealth Management

Overview:

Hamilton Wealth Management is a privately owned, fee for service wealth management business founded by Will Hamilton and Ian Gillies. Our passion and expertise is to provide attentive advisory services on financial strategy, asset allocation and asset management.

Drawing from years of experience working with high-profile clients and leading financial institutions both in Australia and Internationally, our advisory services continue to succeed in the delivery of bespoke outcomes with a strong emphasis on risk management for our clients.

Expert Advisory Services

Our areas of expertise include unbiased, ongoing advisory services on financial strategy, asset allocation and asset management. We continue to be active investors and all the funds we recommend have been researched extensively to ensure they meet our requirements for risk-based returns, liquidity, costs and compliance. We help those with philanthropic intentions to fulfill their desires through the selection of suitable philanthropic trusts and non-for-profit organisations.

Alliances

While Hamilton Wealth Management is both privately owned and independent, we also acknowledge the importance of strategic alliances with accounting, banking, estate planning, insurance, legal and real estate firms. Additionally, we have strategic alliances with like-minded organisations in London, New York and Singapore.

For as long as Hamilton Wealth Management has been established, we have provided our clients with an intelligent, thoroughly informed, individual approach to wealth management. In other words we help our clients spend their time exactly the way they want.
Our Philosophy

Personal attention is imperative to our wealth management relationships. We value an ongoing exchange with our clients to enable both parties to participate in the tailoring of successful investment strategies and solutions.

Our core services are customised to align with our client's vision and wealth management goals and include:

   Strategic Financial advice
   Asset Allocation
   Asset Management

It is a privilege to be involved in our client's wealth management journey, helping them pursue and ultimately achieve their financial and wealth management goals.

While our Investment and Advisory services will always adhere to different requirements and needs, they are consistently driven by our desire to achieve financial stability and security for our clients.

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