Former WA Super investment team launch boutique

8 December 2020
| By Chris Dastoor |
image
image
expand image

After completion of the merger with Aware Super, the former WA Super investment team comprised of Chris McAlpine, Mark Foo and former chief investment officer Chris West have formed boutique investment consultancy Context Capital. 

The Perth-based firm would focus on providing investment advice to wealth firms, financial advice practices and family officers. 

Chris West, Context Capital principal consultant, said the firm aimed to democratise access to institutional quality portfolio construction through working with emerging wealth groups where there was a strong cultural fit. 

“Our purpose is to improve the quality of our client’s investment decision making and our vision is to be the market leader for bespoke investment consulting solutions,” West said. 

“We have observed that increasingly the commercial focus of the highest-grade investment consulting capability is towards serving the needs of very large asset owners. 

“We believe that by combining our strategic partnership with Frontier, the right technology investment and a nimble approach, we will deliver contextual institutional grade solutions to a much broader set of clients than has been served by traditional models.” 

Context Capital had launched with four foundational clients in the family office, financial advice and private wealth segments representing over $1 billion in funds under advice. 

The three co-founders were supported by an experienced advisory panel led by fellow WA Super alumni Sharon Hicks and former chief executive Fabian Ross. 

The start-up already had several clients to work with and would be supported in its operations by asset consultant Frontier. 

Andrew Polson, Frontier chief executive, said: “the emerging wealth segment is an area of potential growth for Frontier and partnering with Context Capital provides us with an exciting opportunity to deliver our institutional-grade advice to investors in these segments.”   

Read more about:

AUTHOR

Add new comment

The content of this field is kept private and will not be shown publicly.

Recommended for you

sidebar subscription

Never miss the latest developments in Super Review! Anytime, Anywhere!

Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

4 months ago
Kevin Gorman

Super director remuneration ...

4 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

4 months ago

The Association of Superannuation Funds of Australia has appointed a new director representing industry funds, among a number of other appointments in recent months....

1 day 3 hours ago

The asset manager is bolstering its investments in the global energy transition and climate opportunities....

1 day 18 hours hence

The ethical investment manager has reported record FUM as its growth trajectory continues apace....

2 days 3 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND