FOX Wealth Management

FOX Wealth Management is a boutique Wealth Services Group that offers "Specialist Investment" services to Wholesale Clients. Since its inception in July 2012, the company has been dedicated to providing tailored investment solutions to institutional, professional, and wholesale clients. Our team, led by Investment Specialist Graham Fox, has a wealth of experience in the financial services industry, spanning over two decades.

Our Philosophy

At FOX Wealth Management, we believe that over the longer term, portfolio construction provides 80% of investment returns, while product choice only accounts for 20%. As a result, we focus on getting the investment strategy correct to satisfy the return objectives of each segmented risk profile that is appropriate for our clients, depending on their individual investment risk appetite.

Our Services

We offer a comprehensive range of investment services, including:

Investment Strategy

We provide a tailored range of static, tactical, or dynamic investment strategies for clients. Our team of experts works closely with clients to understand their unique investment objectives, risk tolerance, and time horizon to develop a bespoke investment strategy.

Portfolio Construction

Our portfolio construction services include the design and management of diversified single and multi-asset model portfolios or tailored exposures in various currencies.

Asset Allocation

We offer a range of asset allocation services, including strategic, tactical, and dynamic asset allocation to suit different client risk profiles.

Product and Security Research

Our research-driven approach allows us to provide in-depth analysis of various asset classes, including traditional and alternative investments, separately managed accounts, and structured products.

Wholesale Clients

We define wholesale clients as institutions, professional investors, and high-net-worth individuals who meet specific criteria, including a minimum investment of $500,000 or net assets of at least $2.5 million. Our services cater specifically to the needs of these clients, providing customized investment solutions to meet their goals.

About Our Founder

Graham Fox, the founder of FOX Wealth Management, has over two decades of experience in the financial services industry. With a background in wealth management, Graham specializes in investment strategy, portfolio construction, asset allocation, and product choice. His expertise has been honed through his work in international investment banks, domestic private banks, listed companies, and privately held investment companies.

Contact Us

If you are interested in learning more about our investment services, please do not hesitate to contact us. Our team is committed to providing exceptional service and tailored investment solutions to our clients.