Brand profile · Financial Services

Cross Asset Wealth Management

Cross Asset Wealth Management works in Financial Services, out of Sydney, NSW. Privately held, at crossassetwealth.com. It holds one address on record, all in Australia. It employs 2 people, on the record. It lists finance, risk management and private banking among its specialties. The record links nine similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2018 1 office country

Key facts

Counted staff
2
self-reported 2–10 band
Founded
2018
8 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Every successful endeavour originates from the inception of an idea... Your pursuit of financial success and stability is no exception.

At our firm, we empower our valued clientele by providing them with invaluable guidance from seasoned professionals from both the institutional and private wealth sector.

We meticulously design and tailor exclusive risk management and investment strategies that align with your unique objectives and circumstances. Through our esteemed global partnerships, we grant our clients unrivalled access to premier financial and risk management products and services.

At the core of our approach lies the cultivation of enduring relationships, the recruitment of top talent, and meticulous execution focused on delivering optimal risk-adjusted returns.

As discreet, highly skilled, and passionate global market portfolio managers and private wealth advisors, we are dedicated to helping you attain your objectives, be it in the domains of risk management, investment, finance, or philanthropy.

Embark on our collaborative journey by initiating a meaningful conversation with our team.

Specialties

All 17 specialties
  • Risk Management
  • Private Banking
  • Investment Banking
  • Asset Management
  • Wealth Management
  • Bespoke
  • Capital Markets
  • Advice
  • Philanthropy
  • Finance
  • Investing
  • Private Equity
  • Family Office
  • Strategy
  • Governance
  • Hedge Funds
  • Structured Products

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 29 Chifley Tower; 2 Chifley Square; Sydney, NSW 2000Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

2 employee profiles on record · names withheld.

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The people relation is never requested, so there is nothing here to unlock.

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FAQ

How many people work at Cross Asset Wealth Management?

2 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Cross Asset Wealth Management have offices?

One address on record, Australia only. Primary: Level 29 Chifley Tower, 2 Chifley Square, Sydney, NSW 2000.

Has Cross Asset Wealth Management raised funding?

None linked to this brand.

What does Cross Asset Wealth Management list as its specialties?

17 tags on the brand's own list, among them finance, risk management and private banking.

Which companies are listed alongside Cross Asset Wealth Management?

9 profiles list Cross Asset Wealth Management as a peer — 84th percentile in Financial Services. It lists ten peers of its own. Guru Muscle and DATASKILL list it back.

What is Cross Asset Wealth Management's website?