Boutique Private Wealth Advisory & Multi-Family Office

Discretion. Clarity. Continuity.

Refined & Discerning:
Sophisticated, never ostentatious.

Professional & Uncompromising:
Grounded in excellence.

Tailored & Reserved:
Discreet solutions for unique circumstances.

Holistic & Wise:
Strategies that look beyond wealth alone.

We provide tailored financial strategies grounded in absolute discretion and decades of experience. Serving a select group individuals and families, we build enduring relationships based upon privacy, trust, and uncompromising excellence.

Our approach considers every aspect of your financial life and legacy, guided by values that set us apart:

Practice Areas

Private Wealth Advisory

We develop tailored investment and financial strategies based upon your unique aspirations, legacy, and risk tolerance. Our approach emphasises capital preservation, considered growth, and proactive management, ensuring your wealth evolves in line with your ambitions and circumstances.

Multi-Family Office Solutions

Our multi-family office services provides centralised oversight for complex family assets, offering consolidated reporting, governance structures, philanthropy planning, and coordination with trusted legal and accounting advisers. We simplify multi-generational wealth management so your family’s needs remain harmonised.

Discreet Asset Management

We offer confidential, conflict-free portfolio management designed to adapt to shifting markets. Our disciplined process prioritises your privacy while delivering robust, risk-aware performance. Every portfolio is individually constructed and continuously monitored to align with your long-term objectives.

Legacy & Succession

We help you preserve and transfer your wealth efficiently, crafting structures which focus on the after-tax impact of investment decisions and minimise the administrative burdens while honouring your wishes. Our estate strategies ensure your legacy benefits future generations, supporting a smooth and private transition of assets.

- Warren Buffett

“Investing is simple, but not easy.”

Geoff is a highly experienced investment professional with nearly three decades of expertise. He began his career as a graduate credit analyst at National Australia Bank before joining Maple-Brown Abbott (M-BA), one of Australia's most respected investment managers. Over 28 years at M-BA, Geoff held various roles, including serving on the board of directors and as Head of Asia Pacific Equities, managing client portfolios exceeding $4 billion. His experience includes managing relationships with sovereign wealth funds, international family offices, pension funds, and domestic institutions. Geoff has managed portfolios across Australian, Asian, and balanced strategies delivering strong long-term performance. Geoff also sits on a number of investment committees and is a non-executive director at Khush Housing Finance, a Mumbai based housing loan finance corporation. Geoff holds a Bachelor of Business (Hons), received his CFA designation in 2001, and completed the Advanced Management Program at Harvard Business School in 2014.

Alexander began his career in funds management with Pengana Capital in 2007 as an equities analyst focusing on the Australian market. During his tenure, he also contributed to the Risk and Compliance committees, reporting on strategy and group exposures. Alex later joined J.P. Morgan, providing compliance solutions to Australian superannuation funds, domestic fund managers and Asia-based hedge funds. Identifying a significant gap in the wealth management sector for independent, client-centric investment advice, Alexander founded Intelligent Wealth Pty Ltd in 2015, offering holistic guidance to significant family groups and individuals. Alexander has worked closely with a number of prominent families to help them steward, protect and grow their wealth across generations; enhancing strategies, structures and governance of portfolios and legacies. Alexander holds a Bachelor of Commerce (Accounting) & Bachelor of Applied Finance.

Who We Are

Your investment team is led by co-founders Alexander Harris and Geoffrey Bazzan, who bring decades of expertise in wealth management and investment strategy to a select group of clients.

Alexander Harris