We deal with a wide variety of wholesale investors from those with only limited experience in term deposits or fixed income, to large sophisticated financial institutions. We accept clients with a range of portfolio sizes varying from those with individual investment products to those with multiple investment holdings.
Currently we are acting as an independent retained advisor to a mixture of clients ranging including loval government councils, church and charity groups, corporates, educational institutions and professional service firms providing a variety of services including portfolio advice and mixed financial and legal matters
In its history, Amicus has received paid assignments from over 120 wholesale investors across the various states and territories of Australia and on occasion from clients overseas as well. These clients include 27 NSW councils plus 7 others based in Western Australia, Tasmania and the Northern Territory, 25 health, industry and other types of funds managers, 15 corporates, 12 charities and community organisations and 10 high net worth sophisticated or professional investors.