About Us

FOX Wealth Management

FOX Wealth Management is a boutique Wealth Management Services Group that offers “Specialist Investment” services to Wholesale Clients. The core group of clients that FOX provides these services tend to include:

  • Institutional/Professional Investors.
  • Financial Planning Dealer Groups.  
  • Wholesale Investors. 

Wholesale Clients

Consulting assignments are designed for wholesale clients looking to outsource the following core services that FOX provides:

  1. Investment Strategy review, design, or restructure.
  2. Portfolio Construction for diversified Single and Multi-Asset Model Portfolios or tailored exposures in various currencies.
  3. Asset Allocation both Strategic and Tactical.
  4. Product Research: all traditional and alternative asset classes, including separately managed accounts and structured products; and
  5. Approved Product Lists: product / exposure choice via listed, unlisted, or direct holdings.

A key focus of the Investment Strategy supported by FOX includes the following:

  • Tactical Asset Allocation (TAA) – Short Term Tactical Tilts to the SAA (1 to 3 years); and
  • Dynamic Asset Allocation (DAA) – Medium Term strategies that are focused on Capital Preservation via Absolute Returns typically outside the SAA/TAA framework (3 to 7 years).
  • Strategic Asset Allocation (SAA) – Long Term Investment Guidelines (7+ years).

These techniques are the building blocks of a successful Investment Strategy and by better understanding investors short-, medium- or longer-term investment needs, you can be more prepared for the swings and roundabouts experienced throughout the Economic Cycles or through specific shock events, such as the Global Financial Crisis (GFC) or more recently, the Covid-19 related supply chain issues and inflation problems post the Central Bank quantitative easing programs.

Wholesale Client Definition

Persons or entities who are a ‘wholesale client’ within the meaning of that term under section 761G of the Corporations Act which includes investors that:
a) invest at least AUD$500,000 in the Scheme; or
b) have net assets of at least AUD$2.5 million or gross income of AUD$250,000 for at least the last two financial years and can provide an accountant’s certificate to certify their assets or income; or
c) are ‘professional investors’ (e.g., holders of an AFSL, superannuation fund trustees, ASX-listed entities, and persons having or controlling gross assets of at least AU$10 million).