Chancellor Portfolio Services

Financial Services - Sydney, NSW, AU

Chancellor Portfolio Services Details

Quite simply, our mission is to assist our clients to invest wisely, to diversify their wealth, and combine leading investments in Australia along with the extraordinary range of global investments that are now open to investors in Australia.We combine a rigorous approach to research and timeless investment principles with innovative thinking to develop portfolio strategies that balance the pursuit of return with prudent risk management.Our advisory services are personalised and transparent, carefully designed around our clients' best interests and investment preferences.

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Employees: 20 - 49
HQ: N/A
Location: Sydney, NSW, AU
Revenue: 1 - 2.5 Million
N/A
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Chancellor Portfolio Services is a financial services company located in Sydney, Australia. Their mission is to help clients invest wisely and diversify their wealth by combining leading investments in Australia with a range of global investments. They offer personalized and transparent advisory services, carefully designed around their clients' best interests and investment preferences. The company's approach to research and investment principles is rigorous and timeless, with a focus on balancing the pursuit of return with prudent risk management. Their team of experienced professionals, including Chief Executive Officer and Head of Advice Hamish Campbell, Chairman of the Board Suvan Soysa, and Co-Owner Vinay Golchha, are dedicated to providing exceptional service and guidance to their clients. With a revenue of $1-2.5 million and a team of 20-49 employees, Chancellor Portfolio Services is a respected player in the financial services industry. Their website, chancellor.com.au, provides further information on their services and approach, as well as a LinkedIn page with additional insights into their company culture and updates.

Our goal is to help our clients invest their money wisely, spread their wealth across different types of investments, and choose from a wide range of investment options both in Australia and globally. We do this by using a combination of careful research, proven investment principles, and creative thinking to create personalized investment strategies that balance the potential for returns with responsible risk management. Our advisors work closely with clients to understand their individual needs and preferences, providing transparent and tailored services that put their best interests first.

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