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 the significant majority 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.
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”).
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
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.