Our Firm

MCG Wealth Management was established in 2005 to manage the portfolios of a small number of wealthy families. Over a decade later our firm has evolved and an experienced team of wealth management professionals are now responsible for managing in excess of $500 million of assets on behalf of a growing client base.

We focus on structuring portfolios that are able to deliver attractive returns commensurate to the level of risk our clients are prepared to take. During periods of market stress, preserving our client's capital within their agreed level of loss tolerance is a paramount objective of our firm.

The MCG Wealth Management investment and risk management capabilities have been strengthened through our strategic partnership with international best-in-class asset manager BlackRock. Through this partnership, we are able to provide our clients with the benefits of a deep global network of high calibre investment professionals.

We strive to combine our investment management capabilities with a family office level of client servicing and relationships.

MCG Wealth Management remains privately owned by the firm's Directors, who also have significant amounts invested using the same approach we employ in managing our client's portfolios, ensuring a strong alignment of interests.