About Aldersley Capital

Aldersley Capital Pty Limited (AC) is the investment management company responsible for managing investment mandates on behalf of discretionary clients through an IDPS. AC operates as a corporate authorised representative. Under its AFSL authority AC is able to provide a range of services including investment management, dealing and financial product advice. For more details, see the AFSL licence.

AC has outsourced the responsibility for investment administration, custody and client web reporting functions to Hub24 Limited. Hub24 Limited is an ASX listed company.

The delegation of both licence and administration responsibilities by AC was deliberate. It avoids the problem facing most boutique investment managers - how to focus efforts on investment research, portfolio construction, dealing and client communications without getting distracted by general business administration.

In managing portfolios, AC has direct access to the investment management technology and is responsible for mandate model management. Active mandates are managed on a proportionately identical basis for all clients. Thus conflicts of interest are transparently managed via this structure.

Aldersley Capital offers two investment model portfolios.