Global Investment Options
Diversify your financial future and gain access to an unparalleled global range of carefully curated investment, debt and insurance products. Learn more about how we advise investors on the best Australian investment options for their portfolios.
Assess your personal financial goals
Review and negotiate suitable products
Diversify and grow your financial future and wealth
Build an investment portfolio that reflects your personal goals. We offer you the flexibility to invest in the best investment options and shares via a Separately Managed Account or a Managed Fund. You’ll have access to over 4,000 Australian and International Direct Equities.
Through active management by our portfolio managers, you can invest directly in Australian shares and global exchange-traded products. . For investors seeking cost-effective investment options in Australia these accounts provide lower transaction costs and greater transparency than a Managed Fund. Shares will be bought and sold in your name under strict investment guidelines.
Our Managed Funds include investment trusts and money investment options actively managed by global portfolio managers. Our Cashel Managed Investment Account and Cashel Superannuation Fund give you access to over 1,000 Managed Funds, which have been selected based on their potential for growth, stability and security.
As wholesale or professional investors, you will be invited to participate in direct opportunistic and special-situations investments. This may include private equity, turn-around, activist and IPO opportunities.
Fixed Interest, Bonds and Term Deposits can help you protect your money investment options and wealth and diversify away from equity and real estate markets. We can help you gain access to over 40 bank-guaranteed deposit providers, a list of global bonds and private debt fixed-interest instruments.
We assist in sourcing, structuring and negotiating debt products from over 45 Australian-regulated lenders and over 100 international banks, private and institutional fixed-income investors to suit your individual needs. We also help navigate the risks associated with lending, including servicing interest and debt repayments, ensuring your transactions are simple and secure.
Protecting yourself and your family against death, disability, loss of income and loss of property is an important consideration when planning your future. Aside from recommending the best investment options in Australia, we provide access to a range of insurance companies and assist in negotiating an outcome that is best suited for you and your family.
We assist in the briefing of the commercial and financial aspects of your estate plan, taking care of areas that are legal or tax advisors easily overlook. While we are not able to complete your legal will, we can work with you to manage this process with your trusted legal advisors.
What are the benefits of global investments?
Utilising global investments as potential Australian investment options provides access to a broader range of opportunities and enables portfolio diversification across countries, industries and currencies. By spreading your money investment options, you consciously reduce your overall risk and increase potential returns.
Accessing some of the best investment options internationally, you can take advantage of growth trends in emerging markets and hedge against domestic economic downturns.
What are the risks of investing internationally?
Like any investment option in Australia, investing internationally can involve some risk, such as currency fluctuations, political instability and varying regulations across countries. Market volatility in foreign economies can also impact returns. Meanwhile, navigating unfamiliar markets may require expert insights.
As active asset managers, Cashel Family Office can advise on strategic global investment options for high-net-worth individuals to ensure your portfolio participates in and thrives in global markets.
What is the best strategy for global diversification?
The best strategy for global diversification may involve balancing investments across a range of regions, sectors and asset classes. A well-diversified portfolio includes exposure to developed and emerging markets tailored to your financial goals and risk tolerance.
Of course, the “best” investment options in Australia will depend on your risk tolerance and financial goals. Our team of asset managers can analyse and recommend good investment options that align with your investment objectives.
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