A firm built on experience, overseeing all of it.
Victoria Rose
Victoria Rose has spent more than fifteen years managing capital for institutions and for families. She founded a boutique investment manager backed largely by family capital, and grew it to A$2 billion. She then led CapitaLand Investment's A$11 billion Australian asset management platform across listed funds and unlisted funds. Earlier, at 25, she was Director of Sustainability for IHG across Australasia.
She has sat on the family's side of the table as well as the manager's, and is responsible for her own family's property, businesses and investments.
Three passions run through her work: funds, families and farms. Funds, from more than fifteen years managing capital. Families, her own and those she works alongside. Farms, through Fountaindale Farm, home to her Angus and miniature Highland herds, and Leacy Stables, her young racehorse training facility. Off the farm, she plays polo.
She draws on that experience, in business and in her own life, to work alongside clients in calm periods and in crises. She has steered families, and her own, through bereavement, separation, changes in generational leadership and litigation. She knows the hardest parts of wealth are rarely the numbers, and that they are difficult to carry alone.
- An independent private office
- A dedicated adviser for every client
- For individuals, families and women at a point of change
- Alongside your existing advisers, or helping you find them
- A money manager
- A custodian of client assets
- A seller of financial products
- An Australian financial services licensee