Our Firm

MCG Wealth Management provide customised portfolio solutions to wealthy individuals and families, with a goal of achieving attractive risk-adjusted returns. We combine our strong investment capabilities with a family office style approach to client servicing.

MCG Wealth Management was established in 2005 to manage the portfolios of a select group of wealthy families. Over a decade later the firm has evolved, and we are now responsible for managing in excess of $500 million of assets on behalf of a growing client base.

The growth of MCG Wealth Management has been based on our ability to deliver to clients attractive risk-adjusted returns, whilst managing portfolio losses to within their risk tolerances during the inevitable periods of meaningful market declines. Our investment and risk management capabilities have been strengthened through our partnership with an international best-in-class asset manager, which has enabled the firm to benefit from the expertise of a global network of dedicated and experienced investment professionals.

MCG Wealth Management remains privately owned by the firms Directors, who also have significant amounts invested using the same approach we use in managing our clients portfolios, creating a strong alignment of interests.