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