Our history
FOX Wealth Management (FOX) was founded by Investment Specialist, Graham Fox in July 2012. The wealth management business complements the FOX Asset Management business that has been running since February 2009.
Graham has a background in the Financial Services industry focusing on Wealth Management, specialising in Funds Management, where his main area of expertise is centered around Investment Strategy, Portfolio Construction, Asset Allocation and Product choice.
The asset classes covered include Listed or Unlisted:
- Traditional Assets: Australian and International Shares, Property, Fixed Interest (including Term Deposits) and Cash.
- Alternative Growth Assets: Commodities (including Gold), Infrastructure and Private Equity; and
- Alternative Defensive Assets: Hedge Funds, Private High Yield Debt and Credit exposure.
His career history in Wealth Management spans some 20 years having worked for international investment banks, domestic private banks, listed companies and privately held investment companies. Graham’s knowledge and skills are quite broad spanning product research, model portfolio construction, asset allocation, performance, attribution, effective market exposure, risk management and execution over the most of the traditional asset classes, both, listed and unlisted, as well as alternative assets involving infrastructure, commodities, foreign exchange, managed futures, and hedge funds. Other structures involved single manager, multi-manager products and direct investment of shares, property, and debt securities.
Along with his Financial Services experience, Graham has a wealth of skills in Treasury related disciplines having worked for several domestic and foreign owned Investment Banks including Deutsche Bank, Canadian Imperial Bank of Commerce, Banque Nationale de Paris and the Commercial Bank of Australia (which merged with the Bank of NSW in 1981 to form Westpac).