WP Invest
Financial Services - Perth, Western Australia, Australia
WP Invest Details
WP Invest is a boutique investment consultant founded by Bruce Maloney.• … offering the following services:o Independent support for advisors and controllers of investment portfolios.o Market assessment, asset allocation, asset selection, implementation and monitoring advice.o Second or expert opinion.• … offering services to:o Independent dealer groupso Superannuation fundso Investment poolso Family office• … and roles including:o Independent member of investment committees and boards.o Dealer group investment strategy support, including investment compliance matters.o Development and maintenance of portfolio strategy, portfolio construction and APL'sWP Invest is in the business of looking after investment pools and wealth, and believe that superior long term returns are achieved by the clear identifications and focus on the balance between risk and return.(WP Invest AFSL number 301210)
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