Hewison Private Wealth
Hewison Private Wealth is an independent, privately owned Melbourne-based wealth management firm founded in 1985, serving HNW individuals, families, and charities with bespoke advisory, portfolio construction, and family office services on ~$3 billion in client assets.
- Company typePrivate
- Founded1985
- HeadquartersMelbourne, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Hewison Private Wealth does
Hewison Private Wealth (legal entity Hewison & Associates Pty Ltd) is an independent, privately owned Australian wealth management firm headquartered in Melbourne, founded in 1985. The firm operates under its own Australian Financial Services Licence (AFSL 227185) and serves successful individuals, established families, and charities with bespoke, objectives-based financial advisory. Its service offering spans financial advisory, investment advice and portfolio construction, family office services, estate planning, SMSF management, intergenerational wealth transfer, personal insurance and risk management, and philanthropy advisory.
The firm's technology stack centres on two proprietary assets: an in-house portfolio administration service that provides access to a broad range of asset classes and global investment opportunities without reliance on external platforms, and a private client portal offering real-time portfolio performance data and 24/7 account access. Investment philosophy is predominantly direct ownership — clients hold each investment individually rather than via generic model portfolios — supported by an investment committee with over 70 years of combined experience.
Hewison generates revenue through fee-for-service advisory and ongoing wealth management fees on assets under advice of approximately $3 billion across Australia. Distribution is sales-led and relationship-based, with both face-to-face consultations at the Melbourne headquarters and virtual meetings available nationally. Marketing is driven by educational content, client testimonials, industry awards recognition (Barron's Top 100/150, ifa Excellence Awards, FS Power 50, Great Place To Work 2026), and an organic social presence. The firm employs 11–50 staff and is actively recruiting additional wealth advisers and client services officers.
Hewison Private Wealth firmographics
Firmographics- Name
- Hewison Private Wealth
- Legal name
- Hewison & Associates Pty Ltd
- Website
- https://hewison.com.au
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Hewison Private Wealth is an independent, privately owned Melbourne-based wealth management firm founded in 1985, serving HNW individuals, families, and charities with bespoke advisory, portfolio construction, and family office services on ~$3 billion in client assets.
- Ownership category
- akta.pro rank
Hewison Private Wealth industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Hewison Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Hewison Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory and Wealth Management Services: Revenue generated from providing bespoke financial advisory, portfolio construction, estate planning, SMSF management, family office services, and related wealth management consulting. The firm operates under its own Australian Financial Services License (227185), enabling independent fee-for-service advisory arrangements.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Hewison Private Wealth product offering
Product offeringCore offering
Hewison Private Wealth is an independent, privately owned Australian wealth management firm that delivers bespoke, objectives-based financial advisory and portfolio management services to high-net-worth individuals, families, and charities. Its core services span financial advisory, investment advice and portfolio construction, family office, estate planning, SMSF management, intergenerational wealth transfer, personal insurance, and philanthropy, supported by an in-house portfolio administration service and a proprietary private client portal.
Product overview
Hewison Private Wealth operates as a unified wealth management firm offering a comprehensive suite of advisory and administrative services centered around bespoke, objectives-based financial planning. Their core offerings include Financial Advisory, Investment Advice/Portfolio Construction, Family Office, Estate Planning, SMSF Management, Intergenerational Wealth, Personal Insurance & Risk Management, and Philanthropy services. The firm differentiates through its direct investment philosophy, avoiding generic model portfolios in favor of individualized portfolio construction. Their service delivery is supported by a proprietary Private Client Portal for real-time portfolio monitoring and an in-house Portfolio Administration Service that provides access to diverse asset classes and global investment opportunities. All services are delivered through their owned Australian Financial Services License, ensuring unrestricted, conflict-free advice.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Objectives-based wealth management advice tailored to individual client goals, delivered as unrestricted, conflict-free guidance under the firm's own AFSL. Targeted at successful individuals, established families, and charities seeking long-term financial planning.
- Investment Advice / Portfolio Construction Bespoke investment portfolio design following a predominantly direct investment philosophy, providing clients direct ownership of investments, with no generic model portfolios or assigned risk profiles. Aimed at clients seeking greater control, flexibility, and transparency over their investments.
- Family Office Comprehensive family office services for high-net-worth individuals and families, coordinating the management of all aspects of their wealth across generations.
- Estate Planning Strategic estate planning services designed to protect and transfer wealth across generations according to client wishes.
- SMSF Management
Quantifiable outcome
- Manage almost $3 billion in client funds across Australia
- +2 more outcomes
Companies that use Hewison Private Wealth
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Hewison Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Hewison Private Wealth partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Hewison Private Wealth competitors and assessment
Company assessmentDirect peers
- Shadforth Financial Group: Australian independent, privately-owned wealth advisory firm offering financial advice, investment management, and SMSF services to HNW individuals, with comparable boutique, fee-for-service positioning.
- Morgans Financial: Long-established Australian full-service wealth management and stockbroking group providing private wealth advice, portfolio management, and SMSF services to HNW clients nationwide.
- Ord Minnett: Australian privately-owned private wealth manager and stockbroker offering holistic wealth advice, portfolio construction, and intergenerational planning to HNW families and individuals.
- Shaw and Partners: Australian independent wealth management and investment advisory firm providing advice, portfolio management, and superannuation services to HNW clients, with similar boutique, conflict-free branding.
- Montgomery Investment Management: Privately-owned Australian investment manager with a direct, fundamentals-based philosophy serving HNW clients; comparable in its independence and direct-investment positioning.
Broad incumbents
- Jarden (Australia): Trans-Tasman wealth, investment, and advisory group with a broader product platform but overlapping HNW advice, portfolio construction, and SMSF offerings across Australia and New Zealand.
- Macquarie Private Bank: The private banking arm of Macquarie Group, offering HNW advisory, portfolio management, and family-office-style services; competes for the same end-client but inside a much larger diversified platform.
- AMP Limited: Australia's largest incumbent wealth platform with advice, superannuation, and investment products; directly competes for HNW clients while operating at vastly greater scale and with platform economics Hewison does not have.
Emerging players
- HUB24: Australian technology-led wealth platform serving advisers and their HNW clients; while it is an enabling platform rather than an advice firm, it represents the primary competing distribution and technology model for boutique wealth advisers.
- Netwealth: Australian listed wealth platform offering portfolio administration, reporting, and superannuation services; competes for the technology stack that Hewison replicates with its in-house administration service.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Hewison Private Wealth social profiles
Digital presenceHewison Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hewison Private Wealth leadership team
Management profileNumber of profiles
Profiles1 record
Hewison Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hewison Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hewison Private Wealth
What does Hewison Private Wealth do?
Hewison Private Wealth is an independent, privately owned Australian wealth management firm that delivers bespoke, objectives-based financial advisory and portfolio management services to high-net-worth individuals, families, and charities. Its core services span financial advisory, investment advice and portfolio construction, family office, estate planning, SMSF management, intergenerational wealth transfer, personal insurance, and philanthropy, supported by an in-house portfolio administration service and a proprietary private client portal.
Is Hewison Private Wealth a public or private company?
Hewison Private Wealth is a private company. It is classified as family owned and is currently operating.
When was Hewison Private Wealth founded?
Hewison Private Wealth was founded in 1985. It employs 11 to 50 people.
Where is Hewison Private Wealth based?
Hewison Private Wealth is headquartered in Melbourne, Australia, in the Oceania region.
How does Hewison Private Wealth make money?
One revenue line is on record: financial Advisory and Wealth Management Services.
Who are Hewison Private Wealth's main competitors?
Direct peers on record are Shadforth Financial Group, Morgans Financial, Ord Minnett, Shaw and Partners and Montgomery Investment Management. Broad incumbents are Jarden (Australia), Macquarie Private Bank and AMP Limited. Emerging players are HUB24 and Netwealth.
Does Hewison Private Wealth have an API?
No public API is recorded for Hewison Private Wealth.
What industry is Hewison Private Wealth in?
Hewison Private Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAA, Onshore Private Banking (Domestic HNW/UHNW). Its NAICS code is 52394 and its SIC code is 6282.