Wealth Management
Wentworth Securities is a private wealth manager that provides tailored investment solutions to sophisticated and professional investors, family offices and financial intermediaries. Backed by leading independent macroeconomic research, our trading and investment strategies are developed using disciplined and thorough investment processes and analysis, resulting in high conviction, unbiased recommendations, that are proactively delivered.
We are specialist investment managers. We focus on doing one thing well- delivering you clear, transparent and fee-conscious investment solutions that are aligned to your objectives and risk profile. This gives you peace of mind that your portfolio has been best positioned for the medium-to-longer term, by a skilled and dedicated team of professionals.
Thomas Schoenmaker Founder and Director
B.Bus, A.D.A.
Thomas founded Wentworth and worked as a Senior Investment Adviser with Macquarie Bank for 6 years. Prior to this he spent 5 years as a Senior Adviser with Wilson HTM. He has also worked in London with Europe’s most prestigious Private Wealth Management division at Morgan Stanley Dean Witter (MSDW) and the Debt Capital Markets division of Merrill Lynch.
Malcolm Nutt Director
M.Com (Syd), B. Com (Syd), ADA 2
Malcolm worked as a Senior Investment Adviser with Macquarie Bank for 5 years. Prior to this he spent 10 years as a Private Client Adviser at Ord Minnett, of which 2 years was Associate Branch Manager of the Sydney Office. His core business is Wealth Management for Wholesale Clients however has a strong corporate opportunities focus due to his original years as an Investment Analyst at Crescent Capital. Malcolm has shown corporate leadership abilities and has used these skills to help coach the Sydney University Rugby 1st Grade team to Premiership in 2006.
Mark Rothlin Senior Advisor
MAppFin, B. Bus, ADA 2
Mark has over 12 years’ experience in the wealth management industry. Having most recently been an investment adviser with Macquarie Bank in their wealth management division. Mark was responsible for advising High Net Worth individuals on appropriate asset allocation strategies as well as specific strategies for maximising superannuation. Mark’s focus is to tailor investment strategies that meet a client’s objectives whilst understanding the importance of capital preservation for a client’s portfolio over the longer term. Prior to his 7 years at Macquarie Mark held various front office roles in advice for both Bell Potter and Ord Minnett.
Simon Tritton Senior Advisor
B Econ (UQ), ADA 2
Simon has over 24 years experience in stockbroking and capital markets. Simon joined Wentworth after 20 years with Wilson HTM. Prior to this he spent three years with Capital Group in London. He has worked in operations, stock & options trading and private wealth management.
Angus Murnaghan Head of Institutional Sales
B. Com
Angus has over 30 years of experience in the Australian equities markets. Angus worked for many years as a highly rated industrial analyst before moving into a variety of sales and equity capital markets roles. Wentworth Securities welcomes Angus after his eight years as Managing Director at Moelis & Company.
Angus has been responsible for the sales and distribution function for over 50 IPO’s ranging from A$50 million to over $1 billion.
Australian Equities
Wentworth offers a ‘full-service’ wealth management and stockbroking service. Our approach, however, is a bit different to our peers, in that we can show you:
- Our investment processes & philosophy, and
- Our performance versus relative benchmarks
As such, we are readily accountable for our recommendations. Key to this process is having a structured and transparent investment process. Being driven by a deep understanding of the macroeconomic environment ensures that we have a robust framework from which to apply an overlay to identify the most suitable companies to exploit these macroeconomic themes. Which is available directly through Wentworth and via the Praemium SMA platform.
In addition, for suitable clients, we also offer the following:
- Long/short and Event-driven strategies
- Income & Protection strategies using derivatives
- Stop loss strategies
- Access to corporate opportunities, both externally-sourced and Wentworth-originated
Wentworth Australian Equities Portfolio
This Portfolio aims to outperform the S&P/ASX 200 Accumulation Index (XJOAI), before costs, over the longer term, and has done so every year since inception.
The Portfolio seeks to provide investors with a combination of growth and tax-effective dividend income from a concentrated portfolio of Australian companies, chosen because of their compelling outlook, strategy and investment fundamentals, against the global macroeconomic backdrop.
The Portfolio is available directly through Wentworth or via the Praemium SMA platform. For performance, investment overview and approach, please contact a Wentworth Advisor.
Multi-Asset Portfolios
It is our view that now, more than ever, effective allocation across asset classes is essential to protecting and growing your wealth.
Wentworth offers a range of Multi-Asset Portfolios which provide fully ASX-listed solutions for investing across asset classes, including Domestic and International Equities, Fixed Income, Property, Commodities, Currency & Cash. The Portfolios are professionally constructed using dynamic asset allocation and are backed by leading independent global macroeconomic research.
The Portfolios offer clients an investment solution that is simple to implement, flexible, transparent, liquid and extremely cost effective, whilst allowing them to retain beneficial ownership of the securities”. They are available, directly through Wentworth, in four risk profiles:
- Conservative
- Balanced
- Growth
- High Growth
Fixed Income & Cash Solutions
From clients who have made their wealth in their chosen area of expertise and who are just looking to protect this wealth and outperform inflation, to those clients who fit the more traditional definition of a ‘Conservative’ investor, we are seeing increasing demand from clients looking for Fixed Income and Cash solutions, especially given weak term deposit rates.
Our investment approach and strategic market relationships ensures that we are able to put together cost-effective portfolios that are diversified by issuer, term, structure and risk profile which, we believe, offer a superior alternative for protecting your wealth over the medium-term and beyond.
Services for Financial Advisers
We have had considerable experience working closely with Financial Advisers to deliver a seamless wealth management offering to your end client. In an increasingly regulated environment, outsourcing the investment management in full or in part to us means you can take comfort from the knowledge that your clients’ funds are being professionally managed, freeing up time for you to concentrate on what you do best.
Our service includes regular communication regarding portfolio positioning and performance along with client-specific review/proposal documents for you to include as part of your SOA.
International Equities
Through our relationship with Pershing Securities (Australia), a subsidiary of Bank of New York Mellon, we are able to provide clients with cost effective access to more than 32 international markets including the United States, United Kingdom and major European and Asian markets.
Corporate Placement & IPO Opportunities
Through our extensive market relationships, we are able to source allocations in leading equity and fixed income initial public offerings (IPO’s) and placements, as and when they arise. In addition, Wentworth clients receive priority access to investment opportunities originated by Wentworth’s Securities and Corporate Advisory division.
