Amicus Advisory

Amicus Advisory is an independent fixed income investment research & advisory firm, now in its ninth year of continuous operation.  Services we provide to wholesale clients amongst others include investment advice, reporting, investment policy construction and review.  We currently have around AUD 1.5 billion of conservative fixed interest under our retained advisory services.  These assets are largely term deposits, floating and fixed rate notes issued by banks and other ADI's but also include managed funds, structured investments, subordianted debt, hybrids and equities.

We also undertake assignments on a project basis which over the past five years has accounted for around half of our revenue.  These services include securities valuations, bespoke research reports, financial modelling, investment policy formulation including socially and environmentally responsible investing, expert witness services and guidance on mixed financial and legal issues. 

Amicus manages its relationship with clients as a fiduciary reponsibility, meaning that we warrant to disclose all relevant information, serve as a client advocate and subjugate all other goals to the needs of the client.  Amicus is not a broker, product promoter or distributor and does not take fees related to the sale of securites.   Amicus is 100% independently owned by its employees and is not aligned to any external organisation. 

AFS Licence No: 384126 

Last Updated 18 Novembr 2016    

 

 

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