Our Services

An integrated suite of wealth management services designed for the complexity of international, high-net-worth financial lives.

Important: The services described on this page are provided by Virex Wealth Management Pty Ltd (ABN 43 990 112 973, AFSL 177602) and are subject to applicable laws and regulations in each jurisdiction. Not all services are available in all jurisdictions. Nothing on this page constitutes financial, legal, or tax advice. Please read our Investment Disclaimer and Cross-Border Services Disclaimer.

What We Offer

Comprehensive Wealth Management

Each service is delivered by specialists with deep expertise in their respective fields, coordinated by your dedicated relationship manager.

For: HNW & UHNW Individuals, Families, Institutions

Discretionary Portfolio Management

Our flagship service — full investment authority delegated to our experienced portfolio managers, operating within a bespoke mandate agreed with you. We handle all day-to-day investment decisions, portfolio rebalancing, and tactical adjustments, while you retain strategic oversight and receive comprehensive regular reporting.

Bespoke Investment Mandate Multi-Asset Portfolios Regular Reporting Risk Management Currency Management

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For: Engaged Investors Who Retain Decision Authority

Advisory Investment Services

Retain full decision-making authority while benefiting from our research, analysis, and personalised investment recommendations. Our advisors provide regular market insights, portfolio reviews, and specific investment recommendations — but all final decisions rest with you. Ideal for clients who wish to remain actively involved in their investment process.

Research & Analysis Portfolio Reviews Investment Recommendations Market Insights

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For: Internationally Mobile Clients, Expatriates, Multi-Jurisdiction Families

Cross-Border Wealth Structuring

Navigate the complexities of multi-jurisdictional wealth with expert structuring across Australia, Europe, Asia, and the Americas. We coordinate with local legal and tax advisors in each jurisdiction to ensure your wealth structure is optimised, compliant, and resilient across borders. This service does not constitute legal or tax advice.

Multi-Jurisdiction Coordination Holding Structure Analysis Currency Strategy Regulatory Compliance

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For: Pre-Retirees, Retirees, Expatriates with Foreign Pensions

Retirement & Pension Planning

Comprehensive retirement planning encompassing Australian superannuation strategy, SMSF establishment and management, and international pension coordination. We help clients with cross-border retirement needs navigate the complex interaction between Australian superannuation law and foreign pension systems.

Superannuation Strategy SMSF Management International Pension Coordination Retirement Income Planning

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For: All HNW Clients with Multi-Jurisdiction Tax Obligations

Tax-Aware Investment Strategy

Investment structuring designed to optimise after-tax returns within the bounds of applicable tax law. We work in close coordination with your tax advisors to ensure investment decisions consider CGT implications, franking credits, foreign income considerations, and treaty benefits. This service does not constitute tax advice.

CGT Optimisation Franking Credit Strategy Tax-Loss Harvesting Entity Structure Coordination

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For: HNW Families, Business Owners, Multi-Generational Wealth

Estate & Succession Planning

Preserve and transfer wealth across generations with comprehensive estate planning coordination, will strategy, and succession planning. We work alongside your legal advisors to ensure your estate plan reflects your wishes, minimises unnecessary costs, and provides for your beneficiaries in the most effective manner possible.

Estate Plan Coordination Succession Strategy Business Succession Beneficiary Planning

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For: Asset Protection, Estate Planning, International Structuring

Trust & Fiduciary Services

Establishment and administration of discretionary trusts, testamentary trusts, and international trust structures for asset protection, estate planning, and wealth transfer. Our fiduciary specialists coordinate with legal advisors in Australia, Switzerland, and other jurisdictions to establish appropriate trust structures.

Discretionary Trusts Testamentary Trusts International Trusts Trust Administration

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For: UHNW Families with $10M+ in Investable Assets

Family Office Services

Consolidated wealth oversight, family governance frameworks, and next-generation financial education for ultra-high-net-worth families. Our family office service provides a single point of coordination for all aspects of family wealth — investments, tax, legal, philanthropy, and family governance — delivered by a dedicated team.

Consolidated Reporting Family Governance Next-Gen Education Philanthropy Coordination Concierge Services

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For: Business Owners, Senior Executives, Corporate Clients

Corporate & Executive Wealth Solutions

Executive remuneration planning, equity management, and corporate treasury solutions for business owners and senior executives. We help executives navigate the intersection of corporate and personal wealth — from equity incentive plan management to business sale proceeds investment and executive retirement planning.

Equity Plan Management Business Sale Planning Executive Remuneration Corporate Treasury

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Important Disclosures: The services described on this page are provided by Virex Wealth Management Pty Ltd (ABN 43 990 112 973, AFSL 177602). 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. Nothing on this page constitutes financial, legal, or tax advice. Service availability varies by jurisdiction. Please consult our Cross-Border Services Disclaimer for jurisdiction-specific information.

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Which Service Is Right for You?

Schedule a confidential consultation to discuss your specific circumstances and determine which of our services best meets your needs.

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