Wealth Management

Established in 2012 but with over 20 years of institutional and retail market experience, Levantine Wealth is as unique as you. We have been providing specialist investment management solutions to clients like you, and their related family office & superannuation funds.

 

We consider your aspirations and develop strategies to create, grow, and preserve your wealth. At some point intergenerational wealth transfer advice, estate and philanthropic planning may be required, and we work with your advisors or source specialists in our professional network.

 

We recognise that you are unique, and our philosophy is to build quality and uncomplicated investment solutions. We apply a disciplined approach using institutional funds management practices, which consider top-down and bottom-up factors which minimise risks and maximise returns.

 

 Contact us to discuss your needs.