Excellence Without Compromise.
A Tailored Approach to Wealth Management & Investment Advice
At Hewison Private Wealth, we believe that true wealth management is as unique as the individuals we serve. That’s why we take pride in crafting investment strategies tailored to your ambitions—designed with precision, backed by expertise, and always driven by independence.
Our investment philosophy is built on generating long term growth, preserving capital and enhancing your wealth. With a direct investment approach that prioritises transparency and control, our clients benefit from bespoke portfolios designed to withstand market fluctuations while seizing new opportunities. Backed by our Investment Committee’s 70 years of combined experience and supported by nearly four decades of process refinement, we ensure your wealth is safeguarded while working harder for you.
You can be confident that your investments are managed with care, expertise, and a relentless focus on security, stability, and performance.
The Hewison Investment Philosophy
Rare. Refined. Resilient.
Born from market challenges and strengthened through decades of experience, our investment philosophy is built to withstand volatility and achieve long-term growth. Developed in response to the 1987 stock market crash, it centres on direct investment—offering clients full control and flexibility over their wealth.
We remain agile, preserving capital in turbulent times while capitalising on opportunity, ensuring portfolios are consistently aligned with both market conditions and your evolving hopes and dreams for the future. Our approach is not just about generating returns; it’s about securing your financial aspirations with a strategy that stands the test of time.
How We Invest
A Strategic, Independent Approach to Wealth Management
Guided by our direct investment philosophy, you retain control and flexibility while we protect the downside. Through our initial discovery conversations and meetings, we take the time to understand your financial position, goals, and objectives. This involves a comprehensive assessment of your current assets, income, liabilities, insurance, and existing structures, providing the foundation for developing a personalised approach designed to meet your unique needs. Because we build relationships and portfolios from the ground up, our investment recommendations are never bound by third-party platforms or managed funds. We believe such structures limit investment choice and reduce your freedom of independent control over your wealth.
Once your strategy is approved, we will implement it in line with your customised asset allocation. However, this is not a “set and forget” approach. Your portfolio is continuously monitored and rigorously rebalanced by your dedicated Advice team, who will review your goals and performance at your preferred pace and discretion. Our independence from external platforms allows us to access both global and local investment opportunities that are often unique but always in your best interests. Backed by over 70 years of collective investment experience, our Investment Committee ensures every opportunity meets our stringent selection criteria before it is recommended to you. We also offer all of our clients online access to their portfolio via a private portal for complete visibility over their investment performance, cash flow position, and asset allocation summaries. These are balanced daily for full transparency always. Providing you the expertise and freedom to choose your path to financial success, with independence — and without the constraints of bias or conflicting interests.
At Hewison Private Wealth, we build relationships and portfolios from the ground up. Our investment process begins with a deep understanding of your financial position, goals, and risk tolerance. From there, we construct an Individually Managed Account (IMA) tailored to your specific objectives, providing full transparency and control over your assets.
Our Investment Process:
With a steadfast commitment to capital preservation, sustainable and long-term growth, we empower our clients to build and maintain wealth with confidence and independence.
01
Discovery & Strategy Development
We take the time to understand your current assets, income, liabilities, and risk appetite (not a profile) to design a bespoke asset allocation strategy.
02
Implementation & Portfolio Construction
Our team carefully selects high-quality, direct investments to align with your long-term financial objectives.
03
Active Portfolio Management
Unlike a “set and forget” approach, we continuously monitor and rebalance your portfolio to ensure it remains aligned with market conditions and your evolving needs.
04
Full Transparency & Reporting
Clients have access to a secure online portal, offering real-time visibility into their portfolio’s performance, cash flow position, and asset allocation.