Bayside Asset Management is an Australian leader in asset management, investment research and portfolio construction. Our services are tailored to the needs of corporate, sophisticated, professional and private clients.

We are committed to helping you achieve your financial goals by aiming to produce consistent returns while actively managing market risk.

Why Bayside Asset Management

Our comprehensive suite of investment solutions are designed to help meet your financial goals ,whatever your risk profile and life stage.

Leading market research

Our analyst team provide you with curated investment opportunities and simplifying your investing journey every step of the way

Access to endless investment opportunities

We have long-standing relationships with some of the largest institutional firms and fund managers to bring market-first investment opportunities to our clients.

Proven expertise and processes

With decades of experience in financial services, you can be confident that you will enjoy a personalised service and approach to wealth management.

Principles

Client Focus

As a boutique investment firm we can tailor our services to meet the needs the unique needs of each and every client depending on their financial goals and risk appetite.

Trust

We operate with honesty and fairness at the forefront of our operations. We prioritise open communication and accountability to ensure transparency.

Responsiveness

We aim to provides timely guidance for investments across the corporate, wholesale and retail financial markets.

Empowering Our Team

Our focus extends beyond hiring top talent—we’re dedicated to fostering their growth and helping them become leaders in their field.

Transparent Fee Structures

We believe in fair, clear, and transparent fees that align with delivering exceptional value to our clients.

Simplifying Complexity

We turn complex financial landscapes into clear, actionable strategies, enabling clients to achieve their goals with confidence.

Global Perspective, Local Expertise

Combining deep local market knowledge with a global outlook, we uncover opportunities to diversify and enhance portfolios.

Commitment to Excellence

We hold ourselves to the highest standards of professionalism, continuously improving to stay at the forefront of wealth management.

Sustainability and Responsibility

We are committed to responsible investing by considering the long-term impact of our decisions on society and the environment. We aim to create sustainable value for our clients and future generations 

Unlocking the future of finance, one smart investment at a time. Independent research, proven expertise, and secure execution.

Bayside Asset Management Pty Ltd ABN 53 679 155 509 is a Corporate Authorised Representative No 1311486 of Intelligent Planning which is the trading name of Dirigere Advisory Pty Ltd ABN 57 640 403 836 AFSL 524371. Bayside Asset Management only provides general advice on financial products. Please refer to Bayside Financial Services Guide for further information about its services. All information contained on this webpage is of general nature only and does not take into account financial situation, objectives or needs of any person. Before acting on this information you should consider whether it is appropriate for you in light of your personal circumstances. Where applicable, you should obtain and consider a Product Disclosure Statement before making an investment decision.