Talent means nothing without hard work and dedication.”
Expert service and advice.
ARC offers an extensive range of financial, private wealth management and advisory services. Our integrated approach to private wealth management means our team of experienced Relationship Managers are on-call to meet your specific needs and facilitate the right outcomes, leveraging from a global network of selected associates.
Chief Executive Officer
A driving force behind the establishment of ARC is our desire to deliver generational leadership and support. Often in the industry, advisers move on and leave their clients to another adviser.”
My passion is to make my clients’ lives easier by eliminating financial stress and complexity.
As a private client adviser, my clients trust me to coordinate and manage their financial affairs. I see this as an incredible privilege and honour.
I have guided my clients through multiple economic cycles including downturns like the 1997 Asian Financial Crisis, 2001 Dot-com bubble and 2008 Global Financial Crisis.
As a boutique service, we are committed to a long-term relationship with our clients.
We want to provide clients with certainty and stability. We have experienced investment professionals and access to select legal and taxation professionals working together for clients to ensure the right structures are in place.
I am passionate about private wealth management, it is an invaluable service for our busy, time-poor clients. My clients include successful business owners, sports professionals and corporate executives who look to me to bring together a holistic range of services and handle their affairs so they can focus on other aspects of their lives.
CEO, AZ Investment Management HK
With Azimut’s global research support and capability, I am confident we can deliver quality investment solutions for ARC clients.”
Andrea Ciaccio is Director and Portfolio Manager at AZ Investment Management, part of the AZIMUT Group, the largest independent, public-listed Asset Management Company in Italy. Andrea holds directorships in various subsidiaries of the Group, including AZ Investment Management Singapore Ltd (since 2013), AZ International Holdings (since 2014) and AZ Sestante Limited (since 2015).
In 2020, Andrea was appointed the Chief Investment Officer of ARC Global Wealth.
Andrea set-up the Hong Kong operations in 2011 to support the management and distribution of AZIMUT products in the Asia Pacific region.
Since 2006, Andrea has been Director and Senior Fund Manager at AZ Fund Management Luxembourg (AZIMUT Group), where he established the multi-manager business, whose assets have since grown to US$4bn. The multi-manager business is an independent unit within the Group and manages 3 investment strategies: discretionary, quantitative and bespoke.
Andrea is primarily responsible for the top down macro view and for strategy allocation.
General Manager, Compliance and Operations
ARC is committed to delivering financial solutions that are appropriate to a client’s circumstances.”
Compliance and operations are essential foundations of a financial services business.
As the Financial Services Royal Commission demonstrated, financial service providers should proactively engage in practices that lead to doing the right thing for their client. Actions and behaviour must demonstrate an understanding and an appreciation of a client’s unique circumstances in order to deliver solutions that is in their best interest.
Conflicts of interest should be avoided and proactively managed.
ARC is committed to delivering financial solutions that are appropriate to a client’s unique circumstances. As part of my job, I work closely with ARC Relationship Managers to support the ongoing development and implementation of customised solutions that address the specific needs and requirements of individual clients.
DIRECTOR PRIVATE CLIENTS, HEAD OF SPORTS
My role is to coach and educate clients about how to manage and grow their wealth and make smart financial choices.”
I am passionate about helping sportspeople establish a strong foundation and ultimately achieve financial freedom so they can take care of themselves and their families, long after their sporting career is over.
My absolute ambition is that everyone I have contact with is better educated and financially better off as a result. Whether encouraging a friend to save and invest for the future or putting together a comprehensive investment strategy for a client, I want to make a real difference
in their lives.
I have played sport at a high level and I have been around professional sportspeople my entire life.
With the exception perhaps of golfers, it is rare to partake at an elite level beyond five years. Unfortunately, I have seen many achieve the highest levels of status and sporting success only to face an uncertain financial future because they did not have the support or education to be able to plan ahead – or worse, they simply took poor advice.
I want my clients to benefit from the lessons I have learnt.
DIRECTOR PRIVATE CLIENTS
I understand the unique challenges and opportunities facing sporting professionals, which ideally positions me to guide them to make smart, informed decisions that will set them up for life.”
It’s a strange thing to earn more money in your early 20s than you’ll probably make in your life.
That may sound like a welcome challenge but it is a lot of financial responsibility. It also comes with a high degree of complexity, risk and temptation.
But that is the reality for the majority of professional athletes and sportspeople.
In almost every other industry and occupation, a person’s salary and earnings potential increases as they get older and gain experience, typically peaking in their late 40s and 50s.
As such, most people don’t get serious about saving and investing until their early 30’s or worse their 40’s!
RELATIONSHIP MANAGER PRIVATE CLIENTS
I am passionate about getting to know our clients, helping them to grow and manage their wealth.”
Harrison graduated from The University of New South Wales in 2017, with a Bachelors of Commerce, specialising in finance and economics. Harrison recently completed his Diploma in Finance and Mortgage Broking Management.
In 2018, he completed the BT Financial Group Graduate program, gaining experience across superannuation, life insurance, project management, lending and investments.
Harrison most recently worked at St George Private Bank, where he helped manage a portfolio of over 200 high net worth clients.
DIRECTOR, HEAD OF MORTGAGE BROKING
Property ownership is the foundation of wealth creation and economic prosperity in Australia and for most Australians, the family home is their largest asset, with superannuation a distant second.
A good finance broker is a trusted consultant. Beyond the basics of matching borrowers to lenders, they can make a real difference in their clients’ lives and aid their success.
A good finance broker will take the time to understand their clients’ unique circumstances, needs and objectives.
While negotiating and securing the best solution for them, they will explain a product’s fees and features, and any complex contract terms. They will also spend time educating clients about the potential risks.
This is a critical, albeit under-recognised and undervalued part of the job, because in the same way gearing and leverage can create opportunities and supercharge returns, it also has the potential to destroy wealth.