Spending power
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Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2018
8 years
Legal entities
None matched
Office countries
2
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
The Portfolio Advisory Service - PAS - is focused on great investment solutions and outcomes. Our history dates back to 2018 and our presence has grown across Australia and Asia.
We provide multi-asset portfolios. These available in Australia via SMA and MDA and in Hong Kong via discretionary managed accounts. Our managed solutions have delivered exceptional risk-adjusted returns for clients across the region over the past three years.
We provide advisory services. This includes advising across the entire investment process and governance framework. We can help build an investment philosophy. We can build and sit on an investment committee. We can construct and manage bespoke portfolios. Our broad, deep experience lets us be flexible and aligned to your needs.
We provide research. Our team are experts in economic, asset and manager research. Our team includes Shane Hawke, one of Australia's most experienced and successful manager researcher and selectors. We have provided asset allocation and capital market views to some of the largest asset owners in the world .
We understand your needs. We have worked directly with retail and wholesale clients. We have worked with financial advice and wealth management practices across the region. We have worked with government agencies, endowments, family offices and sovereign wealth funds. Our expertise and experience allows us to understand your needs and tailor our service to meet your objectives.
Locations
2
Countries with an office address2 addresses on record
AustraliaprimaryHong Kong SAR
Country footprint
Show as table · Offices in 2 countries
| Countries | 2 |
|---|---|
| Primary country | AU |
All codes: AU HK
Addresses
- AU484 St Kilda Road; Level 7; Melbourne, Victoria 3004Primary
- HK979 King’s Road; Suite 1002 10/F; Quarry Bay, Hong Kong 0000
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Signals & hiring
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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 The Portfolio Advisory Service?
The record holds 1 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does The Portfolio Advisory Service have offices?
Two addresses on record across 2 countries. Primary: 484 St Kilda Road, Level 7, Melbourne, Victoria 3004.
Has The Portfolio Advisory Service raised funding?
None linked to this brand.
Which companies are listed alongside The Portfolio Advisory Service?
1 profile lists The Portfolio Advisory Service as a peer — 42nd percentile in Financial Services. It lists five peers of its own. Oreana Private Wealth lists it back.