Tailored investment advice for high net worth investors
A wider investment universe, fewer institutional constraints.
Antony works with high net worth individuals and multi-generational family groups across Australia. His advice covers the full breadth of asset classes most retail investors never get direct access to, structured into portfolios that reflect your goals, your tax position, and the legacy you want to leave behind.
Every portfolio is constructed with capital preservation and long-term growth in mind. Stock selection draws on research from a leading global investment bank. Manager selection is done on merit after extensive periods of due diligence have been undertaken.
What's covered.
Domestic and Global Equities Advice
Access to Private Credit Opportunities
Access to Private credit opportunities were historically the reserved for institutional investors. Antony provides direct access to private credit opportunities offering yield characteristics and diversification benefits that listed fixed income cannot match.
Access to IPOs and Unlisted Offers
Allocation to new listings and unlisted opportunities through Shaw and Partners’ deal flow, including property syndications. These are positions you cannot get through a self-directed platform, and they form a meaningful part of how Antony adds value over the long term.
Gearing Strategies
Considered use of leverage where it suits your situation. This is not aggressive borrowing for the sake of returns. It is structured borrowing applied to the right portion of a portfolio, with the right asset mix, at the right point in the cycle. Gearing is reviewed regularly and adjusted as conditions change.
Estate Planning & Administration
Antony works alongside clients, solicitors and accountants to help ensure assets are structured and transferred in accordance with a client’s wishes. Assistance is also provided to executors and families with the administration of estates, providing guidance on investments, superannuation and wealth transfer.
Portfolio Administration and Tax Reporting
Consolidated reporting across all holdings, all entities, and all asset classes. End-of-financial-year is no longer a paperwork exercise. Your accountant gets clean data, you get a clear view of performance, and the time you used to spend on administration goes back into your day.
What sets Antony’s advice model apart from others.
More than twenty-five years of market experience
Two decades at Commonwealth Bank of Australia in a senior advisory role, followed by moving to Shaw and Partners in 2019. The advice you receive is shaped by experience of how markets actually behave, not theory drawn from a textbook.
Research from a leading global investment bank.
Stock selection and asset allocation are underpinned by institutional-grade research that retail platforms simply do not offer.
Independent thinking.
As an authorised representative of Shaw and Partners, Antony operates with fewer institutional constraints than the major banks. Managers are chosen on merit. Products are recommended on suitability, not commercial agreements.
Portfolios built around you.
No model portfolios, no templates. Every recommendation is tailored to your specific situation and financial goals.
Simple and transparent fee structure
A clear fee structure means you know what you are paying and what you are getting.
From first conversation to ongoing management.
The right fit.
Working with Antony is for high net worth individuals and multi-generational family groups wanting their wealth managed with the same care they would apply themselves, but with more research, more time, and more access than they could realistically arrange on their own.
Clients typically come to Antony when they have outgrown a self-directed approach, when their previous advisor has retired or moved on, or when a generational shift in the family has prompted a fresh look at how the portfolio is structured.
If you are weighing up whether Antony’s services are the right fit, the easiest way to find out is a conversation.
Discuss your portfolio with Antony.
Contact
antony.vida@shawandpartners.com.au
Office
Level 7, Chifley Square, Sydney NSW 2000