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Level 5, 55 Gawler Place
Adelaide 5000
SA AU
Tel (08) 8212 5550
Fax (08) 8212 5551

Wealth Management

Bailey Capital Management

Wealth Management Service

Our Wealth Management Service is a financial planning service that provides high net worth individuals and families with not only investment management, but also estate planning, legal resources and tax planning expertise, with the goal of protecting and growing long-term wealth.

At Bailey Capital Management, we provide advice on a multi-dimensional level. Our investment advice is:

  • Proactive, not reactive
  • Forward looking
  • Market cycle aware
  • Scalable based on portfolio size and required level of service.

Bailey Capital Management Wealth Management Investment Philosophy

Each of our clients are different. Their situations, both financial and personal, vary widely. As such we maintain the utmost flexibility in managing portfolios. Equities, Term Deposits, Hybrid Securities, Exchange Traded Funds, Listed Property Trusts and other investments are blended and recommended on an objective basis while continually optimising the risk/return trade-off and focusing on the achievement of their long term objectives.

Your portfolio is managed in such a way as to ensure that the medium-to-long-term investment goals are consistently met, in accordance with the strategy agreed on with you. The portfolio is shaped and constructed with an eye on Bailey Capital Management's strategic and tactical assessment of the markets.

Our team uses this financial expertise and our combined research resources to monitor world markets and manage your holdings to offer you timely recommendations and consultancy, based on your individual circumstances. Portfolio Management is underpinned by several important elements such as discipline, liquidity and transparency. Diversification is also an essential aspect of wealth management in the face of increasingly volatile financial markets and uncertain times.

We adopt a strictly active management approach to deliver the long term returns required to achieve your objectives. In the wake of the Global Financial Crises, capital preservation is of paramount importance and expected returns are always considered while limiting risks related to market trends.  We also continually revise and alter our asset allocation to take account of the economic outlook the markets.

Our remuneration is based on the advice we provide, not from third parties.

Private Investment Management Service

Bailey Capital Management has developed an investment philosophy based on our extensive knowledge and experience of investment markets and cycles. We take a long-term perspective to growing the wealth of our clients through a prudent and measured approach to investment. Whereas many planners focus on generating immediate returns, our approach is to build wealth over time through considered and proven investment strategies:

  • Achieve a return which achieves the client’s long-term strategy and financial goals.
  • We do not take risks which could seriously erode the client’s invested capital.
  • A key objective of our clients is wealth preservation.
  • We do not take speculative risks to chase immediate investment returns.
  • We have a long-term relationship with clients and act as their partner in assisting them to achieve their financial and retirement goals.
  • We recognise the significant costs to the retirement aspirations of clients when events such as the Global Financial Crisis occur.
  • We take risk profiling seriously and do not accept many of the conservative terms used to describe investments which carry much higher risks of capital loss.
  • We educate our clients on the risk/return trade-off.

Bailey Capital Management offers a comprehensive investment management solution through the Private Investment Management Service (PIMS).

This premium service aims to maximise returns while minimising risk associated with investment markets by applying the following disciplines:

  • Up-to-date economic data to outline the recommended asset allocation mix
  • A detailed database containing more than 2,000 investment products
  • Capabilities to allow the use of detailed technical analysis of direct investments (e.g. shares) and managed funds
  • Ongoing notifications to re-weight investments as economic fundamentals change, thus indicating when to adjust a portfolio for a tactical tilt.
  • Integrated as part of the client service package and BCM review process.