Wealth Management

Crown provides experienced, trusted Investment Management and Advisory services to high-net-worth individuals suitable for their Australian investment circumstances.

We understand the needs and service standards of high-net-worth clients and specialise in serving Chinese clients.

Crown provides direct expertise across all asset classes and manages asset allocation across:

  • Cash, Bonds, Fixed Income
  • Equities
  • Managed Funds
  • Alternatives, Private Equity
  • Direct Property Investment

Portfolio Service

Crown’s portfolio service is the market leading platform for foreign investors, providing access to best of breed financial product and services. The convenient online platform allows clients to transact, report on and manage their portfolio conveniently.

Services include:

  • comprehensive on-line access
  • real time trade execution and settlement
  • consolidated portfolio administration and reporting
  • cash management and banking services
  • tax optimisation and reporting

Corporate Finance

Crown provides corporate advisory and corporate finance services focused on the China market.  We specialise in cross-border M&A and capital raising, helping firms invest in China or access Chinese capital.

Our corporate advisory team works closely with our alternative funds investment managers in deal origination and strategic investment.

Significant Investor Visa (SIV)

Australia’s SIV programme provides an opportunity for foreign investors to invest into Australia and to become permanent residents of Australia.

Crown can facilitate and manage a complete turnkey solution for SIV purposes via our Australian Innovation Fund (AIF) and Crown Wealth Management services.

Importantly we cooperate and work with your immigration and legal services required for SIV.