Who Are We?
Guiscard Capital Pty Ltd was established in October 2018. We are independent and conflict-free. We embrace our fiduciary duty as advisors to act in the best interest of our clients at all times.
Daniel Grioli is the co-founder and Managing Partner of the firm and is responsible for day-to-day management of the business and client investment portfolios. He is assisted by a group of co-founders who are experienced business people from a diverse set of backgrounds.
We believe that it is crucial to be aligned with the interests of our clients at all times. The Grioli family has 100% of its superannuation assets invested with Guiscard Capital. In many cases, our shareholders are also investors in a Guiscard Capital investment strategy.
We consider our clients to be our partners and we treat them that way.
Helping high-net worth investors, family offices, charitable foundations, endowments and smaller institutions to gain greater control over their future.
Applying behavioural economics and psychology to help our clients build their own investment strategy.
Our focus is on helping our clients identify their objectives.
We use an asset and liability modelling approach to:
Identify and value implied economic assets and liabilities
Educate clients on the different risk/return trade-offs that they face
Recommend portfolios with the highest likelihood of meeting client objectives
The result is a much deeper exploration:
Help clients create a complete picture of their current situation and how it aligns with their objectives
We work on a conflict-free, fixed-fee basis. Our aim is to keep things as simple as possible and to keep costs low.
Our clients include both do-it-yourself investors who simply need planning advice and do-it-for us investors where we also manage investment portfolios on their behalf.
Maximising risk-adjusted, net-of-fee returns by investing in our best ideas and charging fees that are aligned with client outcomes.
We implement our edge through our proprietary approaches to portfolio construction and risk management.
We manage both equity (Best Ideas) and multi-asset (or balanced) investment strategies on a discretionary basis via a Managed Discretionary Account (“MDA”).
Each client’s assets are custodially held in their own (individual) account.
Our competitive edge:
The disciplined application of psychology and behavioural economics to improve decision-making.
Removing unnecessary complexity to create portfolios that are transparent, liquid and cost-effective.
This has the following advantages:
Potential for greater tax efficiency
For more information please download a copy of our Client Guide
As fiduciaries, it is our duty to put our client's interests first at all times. Guiscard Capital's governance arrangements reflect the importance of this duty. They are designed to promote a close alignment with our clients.
Guiscard Capital is owned by a group of shareholders with a diverse mix of business experience, including:
Risk and Compliance
Hospitality and Recreation
Our Board is made up of both executive and non-executive directors with a mix of complementary skills and experience, including accounting, investment consulting, sales and investment management.
Additional details are available on our Corporate Governance page.