The company

At Peak, we offer personalized investment portfolios and expert advice. We aim to deliver superior risk adjusted returns while maintaining strong relationships with our clients.

Peak is a boutique asset management firm based in Sydney. Founded in 2003, we have been helping high-net-worth individuals, families, and not-for-profit organizations achieve their investment goals for nearly two decades.

At Peak, we take a personalized approach to investing. Our team of advisers works closely with clients to understand their unique circumstances,and provides private, trusted advice to help them make informed financial decisions. We offer a range of investment solutions designed to suit the specific goals and objectives of each of our clients.

As a predominantly owner-operated firm, we are committed to delivering the highest level of service and achieving the best possible results for our clients. We are dedicated to building long-term relationships and being a trusted partner.

Peak's portfolio managers have a wealth of experience and expertise in the field of research and funds management.

They have held senior positions at leading investment banks andfund managers in Australia, Hong Kong, New York, and London, and have a deep understanding of global investment markets.

Their global experience has provided them the skills to navigate the complexities of the global financial landscape. This expertise and in-depth knowledge have allowed Peak to consistently achieve superior portfolio outcomes for our clients.

About us

Our clients

  • Individuals
  • Family trusts
  • DIY super
  • Not for profits
  • Accountants and professionals
  • Institutions
  • Offshore clients
  • Dealer groups

Our portfolio services

Peak specialises in managing portfolios that are individually designed according to your specific needs and risk tolerance. We also manage a range of model portfolios:

  • Income
  • Growth
  • Smaller companies
View our portfolios

Where we invest

  • Direct Australian equities
  • International equities
  • Exchange traded funds (ETFs)
  • Government and corporate bonds
  • Fixed and floating rate securities
  • Cash management accounts
  • Global ethical investments
"I’ve had the pleasure of working with Peak’s investment team for over 5 years. I greatly value their personal service and their focus on my specific needs. I like the way that they are able to manage my portfolio of direct shares within my risk parameters."
Peak Client

Benefits to you

Performance with relationship

Personalised portfolio management service
Customised portfolio designed to meet your needs and risk appetite
Secure online portfolio login
Superior investment performance to meet your objectives
Contact Peak for a personal portfolio review