Hewison Private Wealth

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.

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

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

• Wealth management services
• Financial advisory
• Private wealth management
• Investment portfolio construction
• Estate planning services

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Core 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

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct 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

• Facebookfacebook.com/HewisonPrivateWealth
• LinkedInlinkedin.com/company/1430905
• Instagraminstagram.com/hewisonprivatewealth
• Xx.com/hewisonpw

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hewison Private Wealth