Discretionary Portfolio Management
Full investment authority delegated to our experienced portfolio managers, with bespoke mandates aligned to your risk profile and objectives.
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AFSL 177602 · ABN 43 990 112 973 · Est. 1999
Global Wealth Management
for Discerning Clients
Virex Wealth Management delivers institutional-grade investment solutions to high-net-worth individuals, families, and corporations across seven international offices. Fiduciary standards. Transparent fees. Enduring results.
25+
Years Experience
7
Global Offices
$2.4B+
Assets Under Mgmt
98%
Client Retention
What We Offer
Comprehensive Wealth Management Services
From discretionary portfolio management to multi-generational estate planning, our integrated suite of services is designed for the complexity of international wealth.
Advisory Investment Services
Retain full decision-making authority while benefiting from our research, analysis, and personalised investment recommendations.
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Cross-Border Wealth Structuring
Navigate the complexities of multi-jurisdictional wealth with expert structuring across Australia, Europe, Asia, and the Americas.
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Retirement & Pension Planning
Superannuation strategies, SMSF management, and international pension coordination for clients with cross-border retirement needs.
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Tax-Aware Investment Strategy
Investment structuring designed to optimise after-tax returns within the bounds of applicable tax law across multiple jurisdictions.
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Estate & Succession Planning
Preserve and transfer wealth across generations with comprehensive estate planning, will coordination, and succession strategies.
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Trust & Fiduciary Services
Establishment and administration of discretionary trusts, testamentary trusts, and international trust structures for asset protection.
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Family Office Services
Consolidated wealth oversight, family governance frameworks, and next-generation financial education for ultra-high-net-worth families.
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Corporate & Executive Wealth
Executive remuneration planning, equity management, and corporate treasury solutions for business owners and senior executives.
Learn More →25+
Years of Excellence
850+
Clients Served Globally
$2.4B
Assets Under Management
40+
Investment Professionals
25+
Years of
Excellence
Excellence
Our Philosophy
Learn About Our Firm
Wealth Management Built on Fiduciary Principles
At Virex Wealth Management, we operate under an unwavering fiduciary standard — placing your interests above all else. Our approach combines rigorous quantitative analysis with deep qualitative insight, delivering investment strategies that are both intellectually robust and practically effective.
Founded in 1999 on the principle that exceptional wealth management requires exceptional people, our team of credentialed professionals brings together expertise spanning portfolio management, tax law, estate planning, and cross-border structuring. We do not manufacture products — we architect solutions.
Client-First Always
Fiduciary duty enshrined in every engagement
Research-Driven
Proprietary analysis across global markets
Global Perspective
Local expertise in 7 key financial centres
Transparent Fees
No hidden costs, no conflicted remuneration
Our Fiduciary Commitment
As an AFSL-licensed firm, Virex Wealth Management is legally and ethically obligated to act in the best interests of our clients at all times. This is not a marketing statement — it is a regulatory requirement we embrace wholeheartedly.
Our Process
How We Work With You
A structured, transparent onboarding process designed to understand your complete financial picture before making a single recommendation.
1
Initial Consultation
A confidential discussion to understand your financial goals, current position, and international circumstances. No obligation, no cost.
2
KYC & Risk Profiling
Comprehensive Know Your Client process and risk tolerance assessment in compliance with AFSL obligations and international AML standards.
3
Strategy Development
Bespoke investment mandate and wealth strategy crafted by our senior advisory team and presented for your review and approval.
4
Ongoing Management
Active portfolio oversight, quarterly reporting, and scheduled reviews to ensure your strategy evolves with your life and market conditions.
Global Presence
Seven Offices. One Standard of Excellence.
Our international network ensures you receive locally-informed, globally-coordinated wealth management wherever you are in the world.
Head Office
🇦🇺
Canberra
Australia
AFSL Holder & Primary Entity
100 Capital Circuit, Barton ACT 2600
100 Capital Circuit, Barton ACT 2600
🇨🇭
Zurich
Switzerland
European Wealth Hub
Private Banking & Structuring
Private Banking & Structuring
🇨🇭
Geneva
Switzerland
International Clients
Trust & Fiduciary Services
Trust & Fiduciary Services
🇬🇧
London
United Kingdom
UK & European Markets
Portfolio Management
Portfolio Management
🇺🇸
New York
United States
Americas Operations
Equity & Fixed Income
Equity & Fixed Income
🇸🇬
Singapore
Singapore
Asia-Pacific Hub
Regional Coordination
Regional Coordination
🇦🇪
Dubai
United Arab Emirates
Middle East & Africa
DIFC-Registered Office
DIFC-Registered Office
Client Perspectives
What Our Clients Say
Trusted by high-net-worth individuals, families, and business owners across seven countries.
★★★★★
"Virex has managed our family's cross-border portfolio for over a decade. Their understanding of both Australian and European tax structures is unmatched. We have complete confidence in their fiduciary approach and the transparency of their reporting."
★★★★★
"The team's expertise in SMSF management and international pension coordination has been invaluable as we navigate retirement across two continents. Truly exceptional service — professional, responsive, and always acting in our best interests."
★★★★★
"As a business owner with operations in Singapore and Australia, I needed a wealth manager who understood the complexity of my situation. Virex delivered a comprehensive cross-border strategy that exceeded my expectations in every respect."
Market Intelligence
View All Insights
Latest Insights & Perspectives
Market Outlook
Global Markets 2025: Navigating Divergent Monetary Policy and Geopolitical Uncertainty
As central banks across developed economies chart divergent paths, investors face a complex landscape of opportunity and risk. Our senior investment team examines the key themes shaping global portfolios in 2025.
Superannuation
SMSF Strategies for Internationally Mobile Australians in 2025
New ATO guidance and treaty changes create both challenges and opportunities for Australians managing SMSFs from abroad.
Estate Planning
Cross-Border Estate Planning: Key Considerations for Multi-Jurisdiction Families
Families with assets and beneficiaries across multiple countries face unique succession challenges that require careful advance planning.
Take the First Step
Ready to Discuss Your Wealth Strategy?
Schedule a confidential, no-obligation consultation with one of our senior advisors. Available in person at any of our seven global offices or via secure video conference.
📍
100 Capital Circuit, Barton ACT 2600, Australia
Investment products are not deposits or liabilities of any bank and are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Past performance is not a reliable indicator of future performance.