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VerifiedFinancial Services· Founded 2005

Mcg Wealth Management

MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions. We complement our investment capabilities, with a family office style approach to client relationships. MCG Wealth Management was established in 2002 to manage the portfolios of a select group of wealthy investors and charitable foundations. Over two decades later, our firm has expanded and we are now responsible for managing approximately $900 million of assets on behalf of a growing investor base. The stability and growth of MCG has been based on our ability to deliver strong risk-adjusted returns, whilst protecting capital during challenging market conditions. Our investment and risk management processes have been significantly strengthened through our partnerships with international best-in-class wealth management firms, allowing MCG to benefit from the expertise of a global network of dedicated and experienced investment professionals. MCG remains privately owned by the firm's Directors, who are also the largest investors in MCG, ensuring a strong alignment of interest with our clients.

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HeadquartersDouble Bay, AustraliaEmployees4(1 to 10)Founded year2005Websitemcgwealth.com.auLinkedIn profileLinkedIn

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  • 1managing director, client portfolio manager

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