About

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.

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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. 

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We consider our clients to be our partners and we treat them that way.

Investment Advice

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. ​

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We use an asset and liability modelling approach to:​

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  • 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:

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  • 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.

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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. 

Investment Management

Maximising risk-adjusted, net-of-fee returns by investing in our best ideas and charging fees that are aligned with client outcomes.

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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”).

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Each client’s assets are custodially held in their own (individual) account.

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Our competitive edge: 

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  • 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. 

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This has the following advantages:

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  • Liquidity

  • Lower cost

  • Transparency 

  • Potential for greater tax efficiency

 

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For more information please download a copy of our Client Guide

GOVERNANCE

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:

 

  • Real Estate

  • Accounting

  • Risk and Compliance

  • Investment Consulting

  • Software Development

  • Investment Management

  • Hospitality and Recreation 

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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.

SERVICES

GET TO KNOW US

SOCIAL

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Lvl 39, 55 Collins Street, Melbourne, Vic, 3000

This web page is for informational purposes only. It does not constitute financial advice or take into account the particular investment objectives, financial situations or needs of individual readers. Readers should consider whether any opinions or recommendations on this website are suitable for their particular circumstances and, if appropriate, seek professional advice, including tax advice. This web page has been prepared with care. However, Guiscard Capital Pty Ltd makes no warrant of any kind in regard to the contents and Guiscard Capital Pty Ltd shall not be liable for incidental or consequential damages, financial or otherwise, arising out of the use of this web page. This web page is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. The price and value of investments referred to on this web page and the income from them may fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur. The contents of this web page are subject to the provisions of the Copyright Act, 1968, and any unauthorized reproduction of it is subject to prosecution under the provisions of the Act.