We deal with a diverse range of wholesale investors from those with only limited experience of term deposits or fixed income, to large sophisticated financial institutions. We accept clients with a range of portfolio sizes varying from those with individual investment products to those with portfolios in excess of AUD 500 million.
Currently we are acting as an independent retained advisor to a mixture of clients including local government councils, church and charity groups, funds managers, corporates, educational institutions, community groups, high net worth individuals and professional service firms providing to them a variety of services regarding investment portfolio advice and help on mixed financial and legal matters.
In its history, Amicus has executed a wide mix of paid assignments for over 131 wholesale investors across the various states and territories of Australia. These clients include: