We have access to thousands of financial products across international markets. Our global partnerships in technology, compliance, surety and investment opportunity sourcing mean we can customise strategies around your personal goals.


This highly personalised approach means we take the time to understand your concerns and objectives so we can pair you with the most suitable solution and service whether it’s here or overseas.

Our partners include:

Custodian Services

Cashel Family Office utilises the global custodian services of J.P. Morgan for both its superannuation fund and family office managed investment accounts. Through 25 regional technology, operational and customer service centres, J.P. Morgan provides a full range of custody and securities services utilising its 10,000 custody professionals. It is one of the top 3 largest global custodian firms with over USD$20.5 trillion assets in custody, including funds of Cashel Family Office and its families.

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Investment and Securities Execution

Through its investment administration and custodian relationships, Cashel Family Office can access any market participant to buy and sell securities globally.

Our default execution arrangement is with The Bank of New York Mellon (BNY Mellon) via its Australian subsidiary Pershing Securities Australia. BNY Mellon is the world’s largest custodian bank and asset servicing company, with US$1.9 trillion in assets under management and US$33.3 trillion in assets under custody as at December 2017.

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Trustee Services

Cashel Family Office has partnered with a number of leading professional trustee partners to oversee the compliant operation of the Cashel Superannuation Fund and the Cashel Family Office Management Account. The role of a trustee is to legally and morally manage the trust’s property in a responsible and productive manner. It is under an absolute obligation to act solely for the benefit of account and member beneficiaries.

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Investment Account and Superannuation Administration

Xplore Wealth Limited is one of Australia’s largest institutional investment administration firms with over $14 billion in funds under administration. It provides automated and technological administration platforms to ensure accurate record keeping, transactional execution and access to information related to your superannuation and investment accounts at all times. Unlike a traditional stock brokerage account, Cashel Family Office utilises this service to ensure that accurate and timely reports are provided and that performance of our investment activities can be reported and audited under ASIC guidelines.

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Investment Account and Superannuation Fund Auditing

To ensure compliance and accuracy records of the platform accounts administered by Xplore Limited, Cashel Family Office and the Trustee of each Cashel Family Office investment products uses the services of two global leading audit firms: KPMG and BDO.

Cashel Family Office Managed Accounts utilise the services of KPMG to complete annual compliance and financial audits. KPMG is a Swiss cooperative that employs over 189,000 people across financial audit, tax and advisory. In 2017, its annual revenue exceeded US$26.40 billion.

Cashel Superannuation Fund also uses the services of BDO to complete annual compliance and financial audits. BDO is an international network of public accounting, tax, consulting and business advisory firms. As of 2020 BDO has member firms in 167 countries, employs around 91,000 partners and staff in over 1,658 offices throughout the world, and is the fifth largest professional services network globally

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Banking Platform Partners

Cashel Family Office uses the open banking platform of Macquarie Bank to manage the day to day transactional requirements of our clients. This unique partnership enables us to provide direct relationship management in the same form that an Australian private bank would without the conflict associated with providing debt and insurance products manufactured by that same bank.

Macquarie Group Limited through its Australian Government Guaranteed Bank subsidiary has been a leader in technology and banking platforms within Australia for some time, this strength is reflected in its market capitalisation of AUD$34.5 billion (April 2018).

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Investment Research

Given Cashel’s Global investment universe, we have developed our own proprietary investment research management system RMS.

The Cashel RMS is unique in its ability to gather and standardise economic, investment, and risk factors that drive our actively managed investment models.

The Cashel RMS gathers information from a range of sources including:

  • Historical fund data from Lonsec and FE Analytics
  • Securities data from global exchanges, investment banks and research houses
  • Standardises Cashel interview and risk review processes of executives of securities and portfolio manages of funds we invest in
  • Stores historical economic data which is then used for forecasting
  • Consolidates opinions of whitelisted thought leaders, and
  • Manages supplier and sector participant surveys, including from many of our family office clients who operate in the sectors we invest in.

This proprietary system provides Cashel with a unique ability to maintain a live capital asset pricing model of asset classes, sectors, geographies and investments. Through this process, we are able to apply systematic trading disciplines to accurate price investments based on predicted risks and liquidity.

The result is a complementary discipline to our long-term strategic value-based actively managed asset allocation and investment selection process in order to meet the high standards expected of each of our family members.

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Insurance Product Partnerships

Cashel Family Office provides personal insurance advice on the full range of providers. With our partners, we are also able to assist with a full range of health and general insurance needs.

Examples of these insurance provider partners include ClearView, OnePath, TAL, Zurich and MLC.

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Financial Advice Systems

Given Cashel Family Office’s commitment to technology innovation and seamless client and advisor experience, we have built our own custom service solution using Microsoft technology as the bedrock of this. Through this, we have been able to build massive levels of automation and a platform that through machine learning will improve the strategic financial advice we can provide clients.

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Debt Advice and Credit Assistance Systems

To deliver access to the Australian regulated lending systems and their debt products, Cashel Family Office has partnered with Connective and its technology platform Mercury to enable Cashel Family Office to act as mortgage broker and secure home and investment loans from over 45 Australian lenders. Through the Mercury and Microsoft open technology platforms, Cashel Family Office has been able to create consistency and one single consolidated client record for all our clients. A simple achievement that our Australian banking peers have yet to achieve.

Outside of the regulated lenders, Cashel Family Office uses its expertise to source bespoke debt solutions from both local and international debt providers. For further details please see Debt Advisory and Structuring.

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Data Management and Automation Partners

To maintain our client records, automate the collection of these records (so as to reduce time and burden on clients), automate the ongoing maintenance of these records (with Business Intelligence and Machine Learning Tools) and to keep them safe and accessible only by clients (and only parties that our clients specifically want to access them, such as tax and legal advisers) we utilise a number of different security approved partners, both Australian and International.

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Legal Service Partners

Cashel Family Office is selective to who it partners with to deliver exceptional value for wealth legal advice. One thing is important to us, as a family office our mentality is one of clients first, our partners must live the same values, even if that comes second to revenue. Where possible we utilise the knowledge of our clients to ensure that briefs to legal advisors are on point, to ensure that any discussions are spent dealing with strategy and contracting commercial outcomes.

Tax Advice and Accounting Partners

Cashel Family Office works with our clients existing tax and accounting providers, or as needed introduces new relationships subject to the needs of the client. Cashel believes strongly that proactive and accurate tax advice is a key element in both retaining and growing wealth.

Financial and Compliance Audits

Cashel Family Office uses the services of a number of various consultants and experts to review its systems, processes and procedures to ensure that it is meeting its financial service obligations and compliance standards for its clients and Australian regulators. Annually, Cashel Family Office is subject to financial and compliance audits by RSM.

RSM is one of the world’s largest accounting and consulting member firms, providing assurance, tax and advisory services to privately held businesses, public interest entities, and public sector entities. It operates in 120 countries and has over 1200 staff in Australia.

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