Baillieu Holst is one of Australia’s leading independent financial advisory firms, providing a range of wealth management services to clients. The merger of EL & C Baillieu and FW Holst & Co in 2012 combined two firms established in the late 1800’s focused on creating and managing clients’ wealth.
Spanning generations, Baillieu Holst has been built around relationships formed on trust, experience and expertise. It’s this continuity that ensures the relationships our clients have with the firm are of enduring value and form the foundations of Baillieu Holst’s ability to deliver on clients’ investment goals.
With over 250 staff throughout Australia and a private client network consisting of more than 80 advisers and assistants, Baillieu Holst services clients with funds in excess of $11 billion.
Our experienced team is committed to providing investment advice, with a range of offerings available including financial planning and superannuation services. We offer integrated wealth management solutions tailored to meet our clients’ unique wealth creation, protection and management needs.
Baillieu Holst has a strong research capability, supporting both its Private Wealth Management and Corporate departments. Our in-house research team specialises in under-covered stocks within the ASX 100 – 300 universe as well as growth companies outside the S&P/ASX 300. Our partner, Credit Suisse, provides comprehensive global research including the top 200 Australian equities.
The firm’s corporate department focuses on primary and secondary issues for emerging companies, with a commitment to long-term client relationships.