For expats or returning Australians, managing UK pension assets (such as a SIPP or QROPS) adds layers of complexity, currency risk, and administrative burden. Standard Australian platforms often force premature currency conversions or offer limited investment options that fail to manage downside risk in global markets.
The Harbourside UK Pension Portfolios solve this by providing bespoke investment solutions built exclusively using AUD-denominated Global ETFs. This allows you to help clients maintain their currency exposure while accessing professional, active asset allocation to protect their overseas wealth.
Avoid unnecessary currency conversions. Our portfolios utilise AUD Denominated Global ETFs, giving you complete control over your client’s currency exposure.
Designed exclusively for UK Pension Clients (QROPS & SIPP) on Novia Global, ensuring seamless integration with international retirement structures.
The model rebalances at the manager’s discretion as needed. This active oversight keeps your clients’ asset allocation perfectly aligned with their risk profile, removing the ongoing compliance burden of manual rebalancing advice.
We offer a range of bespoke investment solutions which can be tailored to meet individual investment needs from strict wealth preservation to long-term capital growth.
Choose from three distinct profiles: Moderate (3-5 years), Balanced (5-7 years), and Growth (7+ years). All feature a minimum investment of AUD $25,000 and a competitive 0.50% p.a. management fee.
Clarity, Confidence, and Control. Sophisticated global investing, tailored for specific retirement vehicles.
We focus on smoothing the return profile through careful risk management. By combining professional asset allocation with dedicated AUD exposure, we ensure your clients’ overseas wealth is protected and positioned for their long-term goals.
Speak to Harbourside Investment Management today to tailor a managed account solution for your firm and clients.
