Brand profile · Financial Services

MCG Wealth Management

MCG Wealth Management works in Financial Services, out of Double Bay, NSW. Privately held, at mcgwealth.com.au. It holds one address on record, all in Australia. It employs 4 people, on the record. It lists family office, private wealth and wealth management among its specialties. The record links eight similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2005 1 office country

Key facts

Counted staff
4
self-reported 2–10 band
Founded
2005
21 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

MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions. We complement our investment capabilities, with a family office style approach to client relationships.

MCG Wealth Management was established in 2002 to manage the portfolios of a select group of wealthy investors and charitable foundations. Over two decades later, our firm has expanded and we are now responsible for managing approximately $900 million of assets on behalf of a growing investor base.

The stability and growth of MCG has been based on our ability to deliver strong risk-adjusted returns, whilst protecting capital during challenging market conditions.

Our investment and risk management processes have been significantly strengthened through our partnerships with international best-in-class wealth management firms, allowing MCG to benefit from the expertise of a global network of dedicated and experienced investment professionals.

MCG remains privately owned by the firm's Directors, who are also the largest investors in MCG, ensuring a strong alignment of interest with our clients. http://www.mcgwealth.com.au/

Specialties

All 5 specialties
  • Wealth Management
  • Private Clients
  • Private Wealth
  • Family Office
  • Charitable Foundations

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

  • AUSuit 6, Level 1, Lingate House; 409-411 New South Head Road; Double Bay, NSW 2028Primary

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Spending power

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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

1 employee profiles on record · names withheld.

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FAQ

How many people work at MCG Wealth Management?

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

Where does MCG Wealth Management have offices?

One address on record, Australia only. Primary: Suit 6, Level 1, Lingate House, 409-411 New South Head Road, Double Bay, NSW 2028.

Has MCG Wealth Management raised funding?

None linked to this brand.

What does MCG Wealth Management list as its specialties?

Five tags on the brand's own list, among them family office, private wealth and wealth management.

Which companies are listed alongside MCG Wealth Management?

18 profiles list MCG Wealth Management as a peer — 94th percentile in Financial Services. It lists ten peers of its own. Hordern Wealth Management Pty Ltd and MCG Wealth Management list it back.

What is MCG Wealth Management's website?