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Capital Value Securities is one of the leading Australian asset managers.

Capital Value Securities provide wealth management services to thousands of retail and institutional investors within Australia.

For over 16 years, Capital Value Securities has been a leading voice in building institutional-quality portfolios for its clients. Working with endowments, foundations, pensions, and private clients, we pioneered the use of alternative asset classes to generate outperformance for portfolios.

The Capital Value Securities Key Advantages

People

Capital Value Securities was established in 2007, since then we have grown to become one of the leading asset managers in the country, employing more than 60 senior analysts.

Global

Our extensive global network and partnerships with some of the worlds biggest investment banks allows Capital Value Securities to access investments on a global scale.

Expertise

Capital Value Securities strategically assembles a team of top-tier specialists from around the globe, ensuring you receive unparalleled financial advice and support tailored to your needs and goals.

Capital Value Securities Principles

Excellence

Experienced professional advice, we know what we know, and we do it well.

Evolution

We evolve, advance and educate to ensure we continue to offer above average returns.

Empowerment

We empower people and encourage them to push boundaries, leading them on the path to success.

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"We build custom portfolios to meet each client’s unique needs and goals, all in pursuit of outperformance. Our experienced investment teams harness a world-class network of global managers to help us realize each portfolio’s greatest potential. Because the best portfolio is the one that’s right for you."

Press Release, Capital Value Securities

How We Got to Here

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2007

Capital Value Securities founded with $583 million

Opens Adelaide office

Registered as a Securities Dealer

2009

Assets under management of $937 million

2015

Assets under management of $1.8 billion

2019

Assets under management of $2.6 billion

2022

Capital growth despite of market conditions

Assets under management of $3.5 billion

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Private equity professionals in an office setting

Investors, Analysts and Advisors

Our employees set us apart. Now see how we can assist you.

Contact Us Today