Why River X?
We are leaders in wealth management, corporate advisory and commercial real estate.
We are committed to providing data-driven investment solutions for wholesale investors and corporate clients.
About
Elevating wealth management.
Your partner in financial excellence.
River X Investment Management is a wealth management firm dedicated to serving retail clients, wholesale investors, families and corporate clients. Our approach combines long-term, endowment-style investments with collaborative, personalised service. We co-invest alongside our clients, aiming to maximise returns and build lasting trust while offering a modern alternative to traditional institutions and investment banks.
Wealth Management
Corporate Advisory
Financial Planning
Investment Services
Navigating opportunities,
maximising returns.
Our comprehensive range of services is designed to meet the diverse needs of our clients, offering tailored solutions to achieve financial success and security. From Wealth Management that optimises investment portfolios and grows wealth strategically, to Corporate Advisory services that provide expert guidance in navigating complex business decisions.
Wealth Management
Guiding clients to grow and preserve their wealth. Delivering a dynamic and agile approach to wealth management, we utilise detailed experience and data to develop personalised investment strategies and investor portfolio management.
Corporate Advisory
Helping private ventures raise funds and provide advisory services for business sale or stock exchange listing.
Commercial Real Estate
Guiding clients to grow and preserve their wealth. Delivering a dynamic and agile approach to wealth management, we utilise detailed experience and data to develop personalised investment strategies and investor portfolio management.
Financial Planning
Specialised financial planning and advice designed to help individuals move rapidly from positions of high income to positions of high net worth.
Family Offices and UHNW’S
Our teams objective is to align your family values with your family’s wealth, and to build a sustainable plan for the future and to provide you with access to opportunities that are otherwise unavailable elsewhere.
Wealth Management
Guiding clients to grow and preserve their wealth. Delivering a dynamic and agile approach to wealth management, we utilise detailed experience and data to develop personalised investment strategies and investor portfolio management.
Corporate Advisory
Helping private ventures raise funds and provide advisory services for business sale or stock exchange listing.
Commercial Real Estate
Guiding clients to grow and preserve their wealth. Delivering a dynamic and agile approach to wealth management, we utilise detailed experience and data to develop personalised investment strategies and investor portfolio management.
Financial Planning
Specialised financial planning and advice designed to help individuals move rapidly from positions of high income to positions of high net worth.
Family Offices and UHNW’S
Our teams objective is to align your family values with your family’s wealth, and to build a sustainable plan for the future and to provide you with access to opportunities that are otherwise unavailable elsewhere.
Partners
Fostering success
through collaborative partnerships
Partnering with notable names in the Australian and global financial service industry, our partners provide us with access to their leading platforms, research, capabilities and client resources. Over 20 years of experience working with an array of partners, we are proud to uphold long-term relationships with these valuable connections.
United Kingdom
CMC Markets is a UK-based financial services company that offers online trading in shares, spread betting, contracts for difference and foreign exchange across world markets. CMC is headquartered in London, with hubs in Sydney and Singapore. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. CMC manages over $90 Billion in assets domestically, has a market capitalization of over $1.2 Billion AUD.
Australia
Praemium (PPS.ASX) has a market capitalisation of $450M, is traded on the ASX and is used by some of the worlds leading financial advisers, investment managers, institutions, accountants and product providers. They use Praemium to manage or administer their investments globally across more than 300,000 accounts across 1,000 clients globally.
United States
Bloomberg L.P. is a privately held financial, software, data, and media company head quartered in Midtown Manhattan, New York City. It is widely regarded as the authority on market data and is used by fund managers and institutions to access market data, research and for order and deal flow.
Australia
Macquarie Bank (MQG.ASX) are our CMA provider of choice with a market capitalisation of over $65B a funds management business with over $540B in assets presence in over 30 companies globally. Coupled with this, Macquarie Bank also has a 50 year history or providing secure banking services to clients we can rest easy knowing we have our clients funds secured with Macquarie.
Australia
RESS Limited (IRE.ASX) is a leading technology company, providing software to the financial services industry. They provide software and services for trading & market data, financial advice, investment management, mortgages, superannuation, life & pensions and data intelligence.
Australia
Openmarkets is one of Australia’s largest retail brokers, clearing more than $2 billion in annualised trades per month across more than 99,000 accounts.
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To request this document, call 13001RIVERX (1300 174 837) or email info@riverx.com.au.