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Our Process

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.

Investment Committee (IC)

Our IC consists of both internal and external thought leaders. All investment-related strategies and approvals align with our established investment philosophy. You can trust that rigorous analysis is conducted before any asset gains admission to our approved product list, and this diligence continues throughout the entire investment period, ensuring your peace of mind.

Private Asset Management

Our differentiated offering of direct ownership is fundamental to service, comprising core portfolio, customised solutions, direct ownership, discretionary portfolio management, alpha generation and corporate actions.

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

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.

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.)

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 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.

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.