Melbourne Capital Group’s speciality is investing money responsibly, at the appropriate level of risk, and with the greatest possible positive results for our clients.
Our team has a deep knowledge of financial markets, from their experiences in executing investments on behalf of private and institutional clients. Our leadership team have extensive career history at the executive level in derivatives and securities brokerage, asset management, insurance, and financial planning.
We use a market-leading independent risk profile tool, developed by Oxford Risk. The Oxford Risk questionnaire is designed to predict with a high degree of certainty (95%) the level of risk that an investor is willing to take when investing their money. With a clear understanding of each client’s attitude to risk, we are able to structure a portfolio which provides security and confidence throughout the investment process
It is not our aim to generate the highest possible return in the short-term. We look toward a long-term return which gives consideration to risk, in addition to each client’s unique financial goals.
We achieve impact by creating a portfolio which harmonises client profitability with our commitment to social development, sustainability and the environment. Ultimately, it is our aim to integrate a correct analysis of risk, long term vision, and investment impact, to deliver results to our clients which meet all of their requirements.
For clients which have investment requirements that are more complex, hold existing investments, or have a preference for specific investment strategies, we have a range of specialist solutions available.
Our team of global experts share their perspective on markets and news from the company.
We are thrilled to announce the establishment of our Japanese Wealth Management desk. We aim to provide various financial support, such as asset management and investment advice tailored to clients, for Japanese expats in Southeast Asia, and we believe that having a dedicated Japanese team is an essential step in achieving these goals and enhancing our global presence
Are you an American citizen living in Malaysia? Understanding tax laws and regulations between both countries can be complicated, but Melbourne Capital Group can help. Our upcoming seminar presented by Michael Garcia, our Private Wealth Manager, with American International Tax Advisers will provide a comprehensive overview of the unique tax challenges and opportunities that come with living abroad.
Looking for advice on financial planning? Elmira Donald, a Private Wealth Manager at Melbourne Capital Group, shares why it's important to manage your finances throughout different life stages. Discover how to align your goals with your current situation, whether you're young and unmarried, married with kids, or approaching retirement age.