Institutional wealth, personally managed

Research-led portfolios with direct HIN ownership and a simple 1.5% flat fee. Built for Family Offices, UHNW individuals, and Not-For-Profits.

1.5%
Flat fee
On HIN-held assets
Research-led
Edge
In-house coverage
Direct
Ownership
Your name, your assets
$500K
Minimum
High Net Worth
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Daily Update27 Feb 2026

A Record Close Caps a Resilient February as the S&P/ASX 200 Extends Its Eight-Month Advance

Australian equities closed the week on a firm footing, with the S&P/ASX 200 up 0.25% and striking another record high, capping its eighth straight month of gains. We have seen clear rotation beneath the surface. Block Inc (ASX: XYZ) soared 28.28%, while Iluka Resources Ltd (ASX: ILU) and Lynas Rare Earths Ltd (ASX: LYC) each rose more than 9%. By contrast, Coles Group Ltd (ASX: COL) fell 6.67% despite lifting interim profit 16.5% to $699m and declaring a 32-cent fully franked dividend. At the top of the market-cap table, BHP Group (ASX: BHP) has edged back ahead of Commonwealth Bank (ASX: CBA), $292bn to $290bn, reflecting renewed appetite for materials. Credit growth slowed to 0.5% in January, according to the Reserve Bank of Australia, yet annual growth remains a firm 7.7%. With the Australian dollar near $0.711 and markets pricing an 80% chance of a May rate rise, resilience remains the defining theme.

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Daily Update25 Feb 2026

ASX 200 surges to record as inflation surprise sharpens rate outlook

Australian shares closed at a fresh peak on Wednesday, with the S&P/ASX 200 up 1.17% as technology, consumer staples and miners led a broad advance. Gainers comfortably outpaced losers and volatility eased, with the S&P/ASX 200 VIX down 5.48% to 11.69. Standouts included ARB (ASX: ARB), DroneShield (ASX: DRO) and Woolworths (ASX: WOW), the latter hitting a 52-week high, while Domino’s (ASX: DMP) and Viva Energy (ASX: VEA) lagged. The upbeat tone came despite inflation holding at 3.8% in January, above forecasts, with trimmed mean CPI at 3.4%. Electricity costs jumped 32.2%, keeping price pressures broad. Construction slipped 0.1% in Q4, dragged by engineering work. Markets now price a strong chance of a May rate rise, pushing the Australian dollar to $0.70-and-10-year yields towards 4.73%, even as Wall Street and Chinese equities extended gains.

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Daily Update24 Feb 2026

ASX Edges Lower While VEA Jumps 10% on Earnings Beat

Australian shares drifted lower on Tuesday, with the S&P/ASX 200 slipping 0.04% as weakness in IT, consumer discretionary and A-REITs offset strength in resources and energy. Decliners outnumbered advancers by 678 to 484, though volatility eased, with the S&P/ASX 200 VIX down 2.33% to 12.36. Lithium names led gains, including Liontown Resources Ltd and Pls Group Ltd, while ARB Corporation Ltd slumped to five-year lows and Megaport Ltd hit a 52-week trough. Earnings drove the tone. Woodside Energy edged up after record output and reaffirmed dividends despite a 24% drop in statutory profit, reinforcing the market’s focus on cash returns. Viva Energy Group jumped 10% on an earnings beat, while Transurban Group paid its interim dividend. Offshore, firmer Chinese equities and steady US futures offered support, even as investors weighed tariff risks and sticky inflation at home.

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Daily Update23 Feb 2026

Tariff jitters weigh on ASX 200; South32 (ASX:S32) resilient, Megaport (ASX:MP1) sinks

Australian shares stepped back on Monday, with the S&P/ASX 200 down 0.61% to around 9,036, as investors trimmed risk after last week’s near record levels. Technology, healthcare and A-REITs led the decline, while materials offered partial support. Reece (ASX:REH) jumped 12.98% to 15.75, Guzman Y Gomez (ASX:GYG) gained 9.13% to 19.13 and Ramelius Resources (ASX:RMS) rose 8.87% to 4.91. At the other end, Megaport (ASX:MP1) slumped 17.31% to a 52 week low of 7.98, with Perenti (ASX:PRN) and Austal (ASX:ASB) also sharply lower. Decliners outpaced advancers 672 to 540, while the ASX 200 VIX rose 7.08% to 12.67. Global trade tensions added to the caution after President Donald Trump flagged tariffs rising to 15%. The Australian dollar firmed to about $0.709, bond yields eased to 4.72%, and markets now see a 76% chance of an RBA hike by May.

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When your wealth demands sophisticated stewardship, standard solutions fall short. Our individually constructed portfolios blend institutional rigor with deeply personal attention to your unique circumstances.

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Minimum Investment$500,000
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Wealth creation requires one skillset. Preserving and growing wealth across generations demands entirely different sophistication, governance, and long-term strategic thinking.

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Superannuation funds, foundations, and institutions deserve investment management that matches the sophistication applied to the world's largest sovereign wealth funds.

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Custom benchmarks and sophisticated performance measurement
ESG integration and responsible investment framework options
Comprehensive risk budgeting and detailed attribution analysis
Institutional-grade reporting and compliance documentation
Minimum Investment$25,000,000
Institutions seeking alpha generation with uncompromising risk management
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Portfolio Proposal

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7-10 days
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Implementation

Portfolio establishment with direct HIN registration and systematic investment process commencement.

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