ISSUE 4
MODERN WEALTH
MANAGEMENT
STRATEGIES
In an ever-evolving financial landscape,
the art of wealth management has
become increasingly intricate. At
Kelly+Partners Private Wealth, we believe
it is imperative to navigate through
complexities while adhering to core
principles that drive consistent returns
and safeguard capital for our clients.
The below explores the principles of
wealth management, outlines portfolio
construction strategies, and explains the
core and satellite investment approach as
a viable strategy for Optimising investment
portfolios.
Wealth management goes beyond just
investment management. It encompasses
a comprehensive approach towards
preserving, growing, and transferring
wealth across generations. Kelly+Partners
Private Wealth tailored investment
management solutions designed for
wholesale clients, encompassing:
•
Personalised investment strategy and
asset allocation advice
•
High-touch service with regular
portfolio reviews
•
Portfolio administration and reporting
•
Collaboration with professionals such
as accountants and estate planners
•
Comprehensive risk management
assessments, including personal
insurance
Our primary focus is assisting clients in
achieving their desired outcomes with the
highest likelihood of success and minimal
risk.
Kelly+Partners Private Wealth ofers clients
four core oferings:
Page 10
Investment Management
+ Investment Strategy and
Portfolio construction
+ Portfolio Administration and
Management
+ General Advice
+ Wholesale and Sophisticated
Clients Only
KP Alternative Investments
+ Access to diferentiated
investment opportunities
+ Income and Growth focused
+ Portfolio diversification
+ Wholesale and Sophisticated
Clients Only
Personal Insurance
+ Life, TPD, Income Protection
and Truma
Foreign Exchange
+ 20 currencies, no fees or
comissions
KP Direct Invest
+ Self-directed, no advise
investment portal
+ 5 portfolio Options
+ Digital enabled, cost efective
+ Available to all clients