Baillieu Holst specialises 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.
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.
Our research coverage includes the top 200 Australian equities, as well as small to mid-cap domestic stocks, identifying unique opportunities in quality companies.
This research capability, together with the experience and expertise of your adviser, enables us to carefully monitor and manage your investment portfolio.
For those looking for either a managed income or growth solution, we also offer a professionally managed discretionary model portfolio service.
Investment in overseas companies can play an important role in diversifying a client’s portfolio. At Baillieu Holst we provide investors with extensive research on – and convenient access via Credit Suisse to – a variety of international markets, including the US, Europe and Asia.
Where appropriate Baillieu Holst advisers can assist you in the use of warrants and options trading strategies to help generate income and manage portfolio or stock specific risk.
Baillieu Holst offers a number of managed fund solutions across different asset classes including domestic and international equities and bonds, fixed income, property and unlisted investments.
These solutions frequently consist of managed funds, exchange traded funds (ETF’s) and Listed Investment Company’s (LIC’s).
Baillieu Holst is also a foundation member of the ASX’s mFund Settlement Service.