Institutional quality. Boutique feel.

At Evidentia Private, we help Australia’s leading private wealth firms deliver exceptional client outcomes while building more efficient and profitable businesses.

As the country’s largest and fastest-growing investment consultant, we provide the investment infrastructure, market access, and tailored strategic support that enable our partner firms to compete at scale while maintaining their independence and client focus. 

Institutional Quality. Boutique Feel.

We are experienced at an institutional level in both investments and advice, bringing the rigour, discipline and professionalism you would receive from an institution. Yet we deliver with the responsiveness, care and accountability you would expect from a boutique. Critically, our only clients are private wealth firms — we do not have direct clients (investors). This singular focus ensures complete alignment with your success.

We design, build, and manage tailored managed account portfolios for Australia’s leading private wealth firms (including SMAs and MDAs).

We are Australia’s largest and fastest-growing investment consultant.

Our partner firms are highly professional, client-centric, and growth-focused.

With deep investment, advice, and business expertise, our team of over 50 professionals represents one of Australia’s most experienced teams in tailored investment solutions.

We leverage our scale, industry influence, and market expertise to drive down investment costs and reset the value chain in favour of our partner firms and their clients.

We work with the principals of our partner firms to deliver better client, business, and shareholder outcomes.

Our Client Service Proposition

We work with our partner firms to implement an efficient, cost effective, and scalable investment engine as well as an enhanced client experience through an engaging and strategic advice and communications program.

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Implementation

 We support you at every stage of the journey — from designing your portfolio through to launch and ongoing management. During the build and launch phase, our asset and business consultants, together with our product team, work closely with you to coordinate and oversee all key stakeholders, including fund managers, platform product teams and trustee boards, and responsible entities. Leading up to and following launch, we support your advice team to ensure a smooth and confident transition. We then provide ongoing end-to-end support across governance, portfolio management, communications, and business strategy to streamline operations, free adviser capacity, and strengthen margins — allowing you to focus on your clients while we manage the ongoing complexity of keeping your bespoke investment solution running smoothly.

Communications

Our comprehensive communications program — tailored to your business — delivers more frequent and richer client content that can be integrated with your existing approach, helping reinforce your client value proposition. From pre-launch preparation and adviser support through to ongoing client reporting and education, we provide tailored materials that keep clients informed about their investments and market developments while deepening engagement and supporting your advisers. With dedicated assistance from our business consulting team, you gain the resources to maintain meaningful, regular communication without the operational burden. 

Business Growth

We actively support partner firms in scaling their businesses and pursuing growth opportunities. Drawing on our extensive industry relationships and our leadership team’s hands-on experience in owning, managing, buying, and selling advice firms, we provide practical, real-world guidance when you need it. This includes M&A support through strategic matchmaking and deal facilitation, assistance in developing value creation plans, and actionable advice on succession and exit planning. Our deep market connections and commercial insights help unlock tangible opportunities to enhance profitability and grow shareholder value. 

Advice Strategies

 We will tailor a Strategic Advice Program for your Advice business that supports you in delivering more meaningful client conversations, particularly for clients approaching and in retirement. Using institutional-grade tools and frameworks, including our proprietary Retirement Simulator, we equip you with the resources needed to align appropriate portfolios with each client’s objectives. Supported by customised client-facing collateral, these tools empower you to deliver clear, compelling advice that differentiates your practice. 

Tailored Investment Program

Our service brings together one of Australia’s largest investment and asset consulting teams to deliver bespoke portfolio solutions. Through a Joint Investment Committee structure — incorporating key members of your firm and your dedicated asset consultants — we co-design portfolios that reflect your investment philosophy and client needs, supported by institutional-grade expertise in portfolio construction, investment strategy, and research. The result is a quality-driven, long-term approach to multi-asset portfolio management, with clear and consistent decision-making and no surprises.

Community

We’ve built a thriving community of leading Australian private wealth firms, creating opportunities for principals and senior advisers to connect, share best-practice thinking, and accelerate growth together. Through exclusive peer group sessions, our Annual Principal and Senior Adviser Forum, and regular networking events, we foster meaningful connections and the exchange of insights on investment strategy, client experience, and business growth. This collaborative environment is one of our most valued differentiators — shared expertise elevates service quality and drives strategic innovation across our partner network. We’re selective about who joins this community, ensuring alignment with our commitment to client centricity and excellence.

Partner with Evidentia Private to deliver exceptional client outcomes while building a more efficient and profitable business

We support our partner firms to:

Strengthen client relationships

Deliver better investment outcomes

Enhance business growth, efficiency and profitability

Build a community of like-minded businesses

Build long-term shareholder value

Get in touch with our Private Wealth Solutions team to explore how tailored managed accounts can work for you and your clients.

Hugh Holden

Head of Private Wealth Solutions (NSW/ACT/QLD)

E hugh@evidentiagroup.com
M 0400 092 510

Haydn Scott

Principal, Private Wealth Solutions (VIC/SA/TAS/WA)

E haydn.scott@evidentiagroup.com
M 0497 555 335

Ana Sikorski

Senior Business Consultant, Evidentia Private (QLD/SA/WA)

E ana@evidentiagroup.com
M 0499 525 371

Bridget Poolman

Senior Business Consultant, Evidentia Private (NSW/ACT/VIC)

E bridget@evidentiagroup.com
M 0410 600 305

Get in touch with us

To learn more about how our range of investment solutions can help your business, get in touch with our team.

Contact us

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