INVESTMENT MANAGEMENT

Elevation Capital's flagship offering for qualifying investors. A separately managed account structure provides direct ownership of the underlying portfolio, with assets held independently in custody at Public Trust - pre-eminent NZ Government-owned trustee company.

  • Bespoke Portfolio Management: Each account is managed individually by Christopher Swasbrook, applying the same global value investment philosophy that has guided Elevation Capital since 2006.

    Direct Asset Ownership: Investors hold securities directly in their own name through a custodial structure (Public Trust or another, if the client selects), providing full transparency and a clean legal separation from the investment manager.

    Independent Custody: All assets are custodied at Public Trust, ensuring robust governance and segregation from Elevation Capital's own balance sheet.

    Wholesale Investors Only: Available exclusively to investors who qualify as wholesale investors as defined in Schedule 1 of the Financial Markets Conduct Act 2013.

WHOLESALE SEPARATE ACCOUNTS