Investment 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.

We have direct expertise across all asset classes and are manages asset allocations across:

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

Portfolio Service

Crown portfolio service is the market leading platform for foreign investors, bringing together the best financial providers with one easy solution.

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

Please contact as for for online demonstration and sample reporting.

Crown Private Wealth Account

The Crown Investment Management Account is a single, multi asset hub through which clients access a diverse range of products from domestic and international markets across all asset classes, utilising best of breed investments for all securities.

Whatever your investment strategy or needs are, Crown’s Wealth Management is built around your personal objectives.

Product Disclosure Statement

Download PDF