WP Invest is a boutique investment consultant with institutional experience, established in 2004. specialising in offering investment portfolio strategy advice and management, the firm caters to a diverse clientele including trustee board controlled groups and private individuals. Additionally, WP Invest provides consulting services to independent financial advisors, covering areas such as investment governance support, asset allocation, and model portfolios. The guiding principle at WP Invest is to achieve reasonable returns over the medium term while carefully balancing risk and return for optimal outcomes.
With a wealth of industry experience, Bruce Maloney leads the team at WP Invest, bringing over 40 years of expertise in investment advice and trading markets. Supported by seasoned consultants Grant Walsh and Paul Edmondson, WP Invest boasts a strong foundation in advising industry superannuation fund boards on high-value, diversified investment portfolios. The team’s collective experience across various aspects of investment markets ensures comprehensive and well-informed guidance for clients seeking independent portfolio management and investment advice.
Recognizing the complexity of investment decisions, WP Invest aims to empower investment decision-makers and financial advisors with tailored strategies and advice. By focusing on clients’ risk appetite and long-term goals, the firm assists in navigating the intricate landscape of investment portfolios. WP Invest’s commitment to identifying the balance between risk and return underscores their philosophy of achieving superior long-term returns through informed decision-making and strategic portfolio management.