Private Wealth Management

Our advisers assist their clients in understanding the outlook for a wide range of assets, markets, sectors and stocks, and provide guidance in building an appropriate portfolio given investment objectives, financial situation and lifestyle requirements


Institutional Equities is a dedicated Best-In-Class Boutique platform. We represent a resilient, private-partnership that is built upon coordination among the firms’ four key business units; Research, Corporate, Private Wealth Management and Institutional Equities

Corporate Finance

Baillieu Holst’s Corporate Finance division has comprehensive capabilities across equity capital markets, debt markets and mergers and acquisitions. Our team has significant experience across the resources, energy, industrial, media, information technology and consumer sectors


Baillieu Holst provides high quality research generated by our in-house research team, as well as comprehensive global and domestic research provided by our partner, Credit Suisse.

Financial Planning

We recognise the importance of planning to achieve our clients’ financial goals. To meet this need we provide access to a wealth of experience and technical expertise through our Financial Planning team.

Superannuation & SMSF

We guide our clients through various investment opportunities of superannuation and SMSFs to maximise your returns.


We specialise in providing professional advice on Australian shares. Our advisers have direct access to a vast array of sophisticated information which can be provided to our clients in a timely manner.