Business and operational management advice for the investment industry
Financial Viewpoint, established in 2007, advises large institutional investors on the better management their funds, businesses and investments
Knowledge
Opportunities
Results
Knowledge
A deep understanding of business strategy, investment management and operational implementation
Opportunities
Applying knowledge to identify realistic opportunities relevant to client circumstances and challenges
Results
Pragmatic implementable advice to achieve desired outcomes
Services
From Knowledge to Opportunities to Results
CEOs, CIOs and COOs
- Business strategy
- Organisational strategy
- Operational strategy
- Operating models
- Staff Mentoring and Development
Boards and investment committees
- Investment Beliefs
- Investment Governance
- Successor Fund Transfers
- Investment Policies
- Competitive Positioning
FX Transaction Costs
- Cost measurement
- Global peer benchmarking
- Consulting advice
- Working closely with FX Transparency Inc
From Curiosity to Understanding
Financial Viewpoint brings a breadth of understanding across strategy, operations, investments and supporting governance. Our key point of differentiation is the ability to understand and draw together multiple disciplines to deliver desired outcomes.
- Over 30 years’ experience in investment management and consulting
- Lead advisor and negotiator to some of the largest Australian outsourcing arrangements across Outsourced CIO, master custody and corporate superannuation
- Advisor to many of Australia’s largest asset owners and asset managers over the last 20 years
- Led from concept to live-operation one of Australia’s first implemented consulting and multi-manager investment management businesses
About Brett Elvish, CFA
Brett Elvish, CFA is Founder and Director of Financial Viewpoint, with more than 30 years’ experience in investment management, investment consulting and investment operations. Over the past 20 years, Brett has been an advisor to many of Australia’s largest asset owners and asset managers. Brett is a CFA charterholder and has a B.Com. and MBA from University of Melbourne
Why Choose Us
- Track all your money in one place
- Tax planning and budgeting
- Timely updates on status of your financial goals
Account Outsorcing
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Quality Commitment
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We Are Creative
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Honest and Dependable
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From Opportunities To Results
