Market Insights & Resources

Timely market commentary, economic outlooks, whitepapers, and educational resources from our investment team.

The information on this page is general in nature and does not constitute financial advice. Past performance is not a reliable indicator of future performance. All market commentary reflects the views of Virex Wealth Management at the time of publication and is subject to change without notice. Market commentary reflects the views of Virex Wealth Management at the time of publication and is subject to change without notice. This content is general in nature and does not constitute financial advice.
Economic OutlookJanuary 2025

Global Economic Outlook: Navigating Higher-for-Longer Interest Rates in 2025

An analysis of the implications of sustained elevated interest rates for multi-asset portfolios and international wealth management strategies across developed and emerging markets.

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Asia PacificJanuary 2025

Asia-Pacific Wealth Trends: Opportunities in a Shifting Geopolitical Landscape

An examination of emerging wealth management trends across the Asia-Pacific region, with implications for cross-border investment strategies and portfolio positioning.

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SuperannuationJanuary 2025

Superannuation Strategy Update: Key Legislative Changes for the 2025 Financial Year

A summary of key superannuation legislative changes and their implications for contribution strategies, SMSF management, and internationally mobile Australians.

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CurrencyJanuary 2025

AUD Currency Outlook: Implications for International Portfolios in 2025

An analysis of Australian dollar dynamics and their implications for internationally diversified investment portfolios.

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Estate PlanningJanuary 2025

Estate Planning for Internationally Mobile Families: Key Considerations

A guide to the key estate planning considerations for families with assets and beneficiaries in multiple jurisdictions.

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Portfolio StrategyJanuary 2025

Alternative Investments in a Multi-Asset Portfolio: A Practical Guide

An examination of the role of alternative investments — including private equity, infrastructure, and hedge funds — in a diversified HNW portfolio.

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Cross-Border Wealth Management: A Framework for Internationally Mobile Clients

A comprehensive guide to the key considerations for managing wealth across multiple jurisdictions, including investment structuring, tax planning, and estate planning.

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SMSF Investment Strategy: A Guide for Trustees

A practical guide to developing and implementing an investment strategy for a self-managed superannuation fund, covering asset allocation, diversification, and compliance requirements.

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Family Governance: Building Structures for Multi-Generational Wealth

An exploration of family governance frameworks, including family constitutions, investment policy statements, and family councils, for ultra-high-net-worth families.

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Tax-Aware Investing: Maximising After-Tax Returns in a Multi-Jurisdiction Environment

A detailed examination of tax-aware investment strategies for clients with tax obligations in multiple jurisdictions, including CGT management, franking credits, and treaty benefits.

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AFSL (Australian Financial Services Licence)
A licence issued by ASIC under the Corporations Act 2001 (Cth) that authorises a person or entity to provide financial services in Australia. Virex Wealth Management holds AFSL No. 177602.
AUM (Assets Under Management)
The total market value of investments managed by a financial institution on behalf of its clients. AUM is a common measure of the size and scale of a wealth management firm.
Discretionary Management
An investment management arrangement in which the client delegates full investment decision-making authority to the portfolio manager, who acts within an agreed investment mandate.
Fiduciary Duty
A legal and ethical obligation to act in the best interests of another party. AFSL-licensed financial advisers have a fiduciary duty to act in the best interests of their clients.
HNW / UHNW
High-Net-Worth (HNW) individuals typically have investable assets of $1M–$10M. Ultra-High-Net-Worth (UHNW) individuals typically have investable assets exceeding $10M.
KYC (Know Your Client)
The process of verifying the identity of clients and assessing their suitability for financial services, required under AML/CTF legislation and AFSL obligations.
SMSF (Self-Managed Superannuation Fund)
A private superannuation fund regulated by the ATO, with up to six members who are also the trustees. SMSFs offer greater investment flexibility than retail or industry super funds.
SOA (Statement of Advice)
A document required under the Corporations Act 2001 (Cth) when a licensed financial adviser provides personal financial advice. The SOA sets out the advice, its basis, and all relevant disclosures.
Strategic Asset Allocation
The long-term target allocation of a portfolio across different asset classes (equities, fixed income, alternatives, cash), designed to achieve the investor's objectives within their risk tolerance.
Testamentary Trust
A trust established through a will that comes into existence upon the death of the will-maker. Testamentary trusts can provide significant tax and asset protection benefits for beneficiaries.
Wholesale Client
Under the Corporations Act 2001 (Cth), a wholesale client is a person or entity that meets certain financial thresholds or professional criteria, and is subject to fewer consumer protections than retail clients.
CGT (Capital Gains Tax)
A tax on the profit realised from the sale of a capital asset. In Australia, assets held for more than 12 months by individuals may be eligible for a 50% CGT discount.
Minimum investment thresholds vary by service: Discretionary Portfolio Management requires $500,000; Advisory Services require $250,000; Family Office Services are designed for families with $10M+. These thresholds may vary by jurisdiction.
Yes. Virex Wealth Management Pty Ltd (ABN 43 990 112 973) holds Australian Financial Services Licence No. 177602, issued by the Australian Securities and Investments Commission (ASIC). Our international offices operate in compliance with applicable local regulations in each jurisdiction.
Yes. We serve clients in multiple jurisdictions through our seven global offices. However, the availability of specific services varies by jurisdiction, and we are not licensed to provide financial services in all countries. Please contact us to confirm service availability in your jurisdiction.
We are compensated solely through fees paid by our clients — either as a percentage of assets under management, a fixed retainer, or project-based fees. We do not accept commissions, rebates, or other third-party payments. All fees are disclosed in full before any engagement commences.
Our investment philosophy is grounded in evidence-based, long-term thinking. We believe in broad diversification, disciplined asset allocation, tax-aware investing, and the importance of managing costs. We do not engage in market timing or speculative trading. Please visit our About page for a full description of our investment philosophy.
All clients have access to our secure client portal at virexgroup.com/login.php, which provides real-time portfolio valuations, transaction history, performance reports, and document storage. Monthly reports are also delivered to your nominated email address.

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