Our Process

Chief Investment Officer

John Eliopoulos

Our CIO, John Eliopoulos, is the architect of our underlying strategy across all asset classes and products. Recognising that 80%-90% of performance relies on accurate Strategic Asset Allocation (SAA), John’s role is pivotal in ensuring we get it right for our clients.

John’s responsibilities encompass setting SAA for our client portfolios, overseeing firm strategy, approving and monitoring product providers, and driving our monthly investment committee discussions.
He offers valuable thought leadership on critical topics, provides monthly investment views and is available for your enquiries whenever needed.

Rest assured your investment strategy is in the hands of an expert, providing independence, objectivity and a fully customised experience while upholding rigorous standards to sustain long-term return outcomes.

Our Expert Team

We are a team of professionals, each with an average of 30 years experience

 

  • Our Chief Investment Officer (CIO) leads the way
  • An experienced Investment Committee (IC) guides our strategies
  • We partner with Alpha-generating research experts
  • We offer best-in-class Administration
  • Expertise in compliance, execution, technology, security, and more are at your service
Private Asset Management

Our differentiated offering of direct ownership is fundamental to our service.

This comprises of core portfolio, customised solutions, direct ownership, discretionary portfolio management, alpha generation and corporate actions.

Core Porftolios

Private Asset Management offers a superior approach to investing when compared to traditional Managed Funds, LICs, ETFs and SMAs.

Discretionary Portfolio Management

With a Limited Power of Attorney, you can enjoy the benefits of direct ownership, such as efficiency and timeliness, without the hassle of managing your own portfolio. Your portfolio is managed precisely according to your objectives through a clear Investment Agreement.

Customized Solutions

Utilizing our Managed Discretionary Account (MDA) expertise we operate an Individually Managed Account (IMA) that significantly benefits clients. This Customization is a significant differentiator and enables client to fully express their specific goals. The solutions are not just investment optimized but holistic in regards to other professional services providers requirements (e.g. Accountants, Estate Lawyers, Bankers, etc.)

Institutional

Rely on our institutional grade investment philosophy and process, governed by our independent investment committee

Alpha Generation

We strongly believe in active management, and our research partners consistently demonstrate their ability to deliver this. Our goal is not only to maximise returns but also to minimise costs and manage tax implications. CIO Access keeps you fully informed with our top-down strategic view and bottom-up stock selection.

Direct Ownership

Direct ownership offers numerous substantial advantages over pooled investments. These include cost savings, liquidity, transparency, tax optimisation and transferability. Even small differences can lead to significant long-term outcomes.

Corporate Actions

Our structure allows for customised corporate actions, optimising your response based on the underlying structure of assets and desired outcomes.

Alternative Asset Management

Our unique open architecture and three decades of relationships provide access to some of the best global products across all asset classes and investment types, including Private Debt, Private Equity, Managed Funds, Alternatives, Capital Markets and Retail.

Each product undergoes thorough vetting and approval by our Investment Committee to ensure you’re investing in what we feel is the best options at the time at deeply discounted wholesale fees.

News & Insights

Discover the latest media coverage highlighting Pacific’s expertise, impact, and client-focused approach.

‘Excellent return’: How much your super is expected to grow this year

Superannuation funds are on track to deliver their best performance in three years as soaring equities at home and abroad push returns firmly into the double digits as 2024 draws to a close. US stocks…

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‘Green light’ away from AI trade: Two ETF executives see a key market shift underway

A key rotation away from artificial intelligence stocks may be underway in the market. According to Astoria Portfolio Advisors’ John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the…

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Want to explore your wealth potential?

Reach out to our team today