Private Client Services

Strategic portfolio management for high net worth investors

  • Portfolio Management

  • Investor Opportunities

  • Trading

  • Superannuation

  • Managed Funds

  • Margin Lending

  • Cash Management

  • Research

Portfolio Management

The Oracle Platinum Portfolio Management Service provides the ideal vehicle for clients who want a complete advisory, administrative and reporting service.

It has been specifically designed for clients who don’t have the time or inclination to actively manage their share portfolio but who want more influence and a more dynamic investment strategy than is possible through traditional managed fund investments.

Oracle Platinum enables your adviser to constantly review all aspects of your investment portfolio. It has become an essential tool for investors.

Investor Opportunities

Oracle Capital is regularly presented with investment opportunities for certified Sophisticated, Experienced and Professional Investors, including seed capital and equity placements.

The transactions are exempt from having to issue a disclosure document such as a prospectus and therefore not available to normal retail investors.

As these opportunities are often priced at a discount to current market prices they offer clients the potential for absolute return outperformance.

Trading

Oracle Capital provides trading services in equities and derivatives to a broad range of investors, from private individuals to institutions.

Our team can provide wholesale order execution or full service advice.

Oracle has a number of advisers accredited to provide advice in exchange traded options and are able to assist with derivatives strategies designed to increase monthly income and enhance absolute portfolio returns.

Superannuation

A Self Managed Superannuation Fund (SMSF) gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets to achieve their retirement investment goals. Oracle Capital can provide advice on the investments held within a SMSF environment.

Managed Funds

Managed Funds are an effective way to gain indirect exposure to a range of assets classes, allowing a dedicated fund manager to invest on your behalf.

Managed Funds can increase portfolio diversification and allow you to allocate a portion of your portfolio to international equities to compliment a more aggressive profile, or can provide exposure to fixed interest securities if you are seeking a more defensive stance.

Oracle advisers draw on recognized, quality independent research to advise you on the most appropriate managed fund investments to compliment your overall investment strategy.

Margin Lending

Margin Lending can enhance a portfolio’s return on equity.

Our experienced team can assist you in determining whether unlocking the equity in your existing investments is appropriate for you and employ a gearing strategy which best suits your risk profile and financial objectives.

Cash Management

Our close relationship with Macquarie Bank allows Oracle Capital to access attractive rates on Cash Management and other structured products.

Utilization of the Macquarie Bank cash management account when not fully invested is yet another way our team can enhance your portfolio’s returns.

The cash management facilities linked to our equity and derivative accounts offer highly competitive interest rates and provide for a seamless transfer of funds upon settlement.

For clients that do not require at-call access to their cash, Oracle can tailor solutions to achieve higher rates of interest through, Macquarie CMA Accelerator, term deposits and fixed interest products.

Research

Oracle Capital offers clients access to comprehensive research on most of the ASX200 in addition to coverage on mid and small capitalisation companies from a number of sources:

  • In House Research

    Oracle can offer fundamental coverage on a range of Australian public companies, as well as in depth analytics on the performance and opportunities within the numerous sectors of our economy. This research is provided through our network and focuses on small to mid-cap ASX listed companies.

  • Morningstar Research

    Oracle is also able to provide research from Morningstar, one of the leading and most respected providers of independent global research. Morningstar provides data on approximately 473,000 investment offerings, including stocks, managed funds, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

  • FN Arena Research

    Coupled with analysis of reports from eight of the leading research houses through FN Arena, Oracle has your portfolio research needs thoroughly covered.

Portfolio Management

The Oracle Platinum Portfolio Management Service provides the ideal vehicle for clients who want a complete advisory, administrative and reporting service.

It has been specifically designed for clients who don’t have the time or inclination to actively manage their share portfolio but who want more influence and a more dynamic investment strategy than is possible through traditional managed fund investments.

Oracle Platinum enables your adviser to constantly review all aspects of your investment portfolio. It has become an essential tool for investors.

Investor Opportunities

Oracle Capital is regularly presented with investment opportunities for certified Sophisticated, Experienced and Professional Investors, including seed capital and equity placements.

The transactions are exempt from having to issue a disclosure document such as a prospectus and therefore not available to normal retail investors.

As these opportunities are often priced at a discount to current market prices they offer clients the potential for absolute return outperformance.

Trading

Oracle Capital provides trading services in equities and derivatives to a broad range of investors, from private individuals to institutions.

Our team can provide wholesale order execution or full service advice.

Oracle has a number of advisers accredited to provide advice in exchange traded options and are able to assist with derivatives strategies designed to increase monthly income and enhance absolute portfolio returns.

Superannuation

A Self Managed Superannuation Fund (SMSF) gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets to achieve their retirement investment goals. Oracle Capital can provide advice on the investments held within a SMSF environment.

Managed Funds

Managed Funds are an effective way to gain indirect exposure to a range of assets classes, allowing a dedicated fund manager to invest on your behalf.

Managed Funds can increase portfolio diversification and allow you to allocate a portion of your portfolio to international equities to compliment a more aggressive profile, or can provide exposure to fixed interest securities if you are seeking a more defensive stance.

Oracle advisers draw on recognized, quality independent research to advise you on the most appropriate managed fund investments to compliment your overall investment strategy.

Margin Lending

Margin Lending can enhance a portfolio’s return on equity.

Our experienced team can assist you in determining whether unlocking the equity in your existing investments is appropriate for you and employ a gearing strategy which best suits your risk profile and financial objectives.

Cash Management

Our close relationship with Macquarie Bank allows Oracle Capital to access attractive rates on Cash Management and other structured products.

Utilization of the Macquarie Bank cash management account when not fully invested is yet another way our team can enhance your portfolio’s returns.

The cash management facilities linked to our equity and derivative accounts offer highly competitive interest rates and provide for a seamless transfer of funds upon settlement.

For clients that do not require at-call access to their cash, Oracle can tailor solutions to achieve higher rates of interest through, Macquarie CMA Accelerator, term deposits and fixed interest products.

Research

Oracle Capital offers clients access to comprehensive research on most of the ASX200 in addition to coverage on mid and small capitalisation companies from a number of sources:

  • In House Research

    Oracle can offer fundamental coverage on a range of Australian public companies, as well as in depth analytics on the performance and opportunities within the numerous sectors of our economy. This research is provided through our network and focuses on small to mid-cap ASX listed companies.

  • Morningstar Research

    Oracle is also able to provide research from Morningstar, one of the leading and most respected providers of independent global research. Morningstar provides data on approximately 473,000 investment offerings, including stocks, managed funds, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

  • FN Arena Research

    Coupled with analysis of reports from eight of the leading research houses through FN Arena, Oracle has your portfolio research needs thoroughly covered.

Information provided is of a general nature only and has been prepared without taking into account your investment objectives, financial situation or particular needs. You should not act on any recommendation issued by Oracle Capital without first consulting your investment adviser in order to ascertain whether the recommendation (if any) is appropriate having regard to your investment objectives, financial situation and particular needs, those who act upon this information without first consulting an Oracle Capital investment adviser do so entirely at their own risk. We believe that any information and advice contained herein is correct at the time of compilation, however no warranty of accuracy or reliability or completeness is given to any advice or information contained in this publication and no responsibility for any loss or damage whatsoever arising in any way for any representation, act or omission, whether express or implied (including responsibility to any person by reason of negligence) is accepted by Oracle Capital, its directors, employees, agents and third party information providers.