Clan Capital Management is a privately owned advisory and wealth management company based in Adelaide, South Australia. Founded by Scott Forbes in 1987, the company prides itself on offering independent advice without any bias or influence from external industry parties. With a focus on protecting and growing wealth for a select group of clients, including high net worth individuals, families, superannuation funds, and trusts, Clan Capital Management emphasizes the importance of avoiding capital loss through unnecessary risk-taking.
At Clan Capital Management, the philosophy is rooted in the tried and tested methods of the past century, aiming to educate clients and work closely with them to build and safeguard a solid financial foundation. The company believes in transparency and simplicity, steering clear of alliances with industry products, platforms, or major companies to ensure unbiased advice. With a long-term investment approach and a minimum portfolio balance requirement of $500k, Clan Capital Management welcomes clients by referral only, prioritizing personalized service and tailored investment strategies.
With a commitment to long-term wealth generation and risk mitigation, Clan Capital Management operates on the principle that understanding one’s investments can significantly reduce both financial risk and anxiety. By offering a range of services tailored to individual client needs and financial goals, the company aims to provide a secure and reliable platform for wealth management and portfolio growth. Located at 45 George Street, Norwood, South Australia, Clan Capital Management stands as a beacon of independent financial guidance and strategic wealth preservation in the Australian market.