Invesments
Independent, Bespoke, Investment Solutions
At Hewison Private Wealth, our client centric philosophy is one of bespoke, objective based investment advice, holistic and seamless service, and innovative wealth and risk management solutions. All investment recommendations are based on in-house research conducted by our Investment Committee and our processes developed over nearly four decades of excellence.
Introducing Our Investment Committee
At the heart of our investment philosophy is the Hewison Investment Committee—a highly experienced team with over 70 years of combined expertise. Their sole focus: identifying and rigorously evaluating investment opportunities that support strong, long-term wealth creation.
Meeting fortnightly, the Committee conducts in-depth market analysis, assesses new opportunities, and continuously refines our APL to ensure we uphold the highest standards of performance and integrity. With access to both domestic and global markets, they leverage industry-leading research and deep domain expertise to deliver bespoke, high-quality investments tailored to our clients’ unique goals.
This disciplined, forward-looking approach gives our clients the clarity and confidence to stay the course—through all market conditions.
How We Invest.
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.