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Investment Management Solutions
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Investment Management Solutions for Financial Advisers

We understand that every financial adviser and AFSL holder has distinct needs and objectives. Our specialised suite of services ranges from bespoke investment portfolio construction to strategic asset allocation and rigorous risk management.

With our expert support in managed account solutions and investment committee governance, we empower you to not only meet but exceed the expectations of your clients. At Evolutionary Portfolio Services, we're not just managing investments: we're crafting future-proof financial legacies.
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Customer testimonials

Hear from what our customers have to say!

"Paul's extensive experience and knowledge have been invaluable to Apt Wealth Partners since joining the Investment Committee in 2019.

His insights have helped shape the firm's Investment Committee Charter, Investment Philosophy, and portfolio construction.

Paul's support has been instrumental in launching Separately Managed Accounts and providing investment suggestions for Apt Model portfolios.

His professionalism and dedication to achieving results for the firm and its clients are greatly appreciated."

James McGregor

Managing Director
Apt Wealth Partners

"Paul has been an absoluely incredible addition to our Investment Committee since joining High Street Wealth in 2019.

Paul's wealth of knowledge, friendly demeanour, and spot-on insights have been a game-changer for us.

He's helped us refine our investment strategies, launch our best client portfolios, and pick the best investments for clients. But more than that, Paul's just a fantastic person to work with.

His dedication and professionalism are second to none, and we feel so lucky to have him as part of our High Street Wealth family."

Bill Faraj

Financial Adviser & Director
High Street Wealth

Servicing $2 Billion AUM on the Following Platforms

Your Dedicated Investment Partner

Bolstering Your Advice Offering With Our Bespoke Services

Partner with us to experience a collaborative approach that not only understands but anticipates the needs of your clients, ensuring their financial goals are met with the highest standards of excellence and integrity.

$2 Billion

AUM Currently Servicing

We specialise in maximising returns and growth for financial advisory firms in Australia.

10.4%

Balance Portfolio Annual Return (December)

As of July 2024, we consistently outperformed the benchmark, exceeding it by 2.5%

What does Evolutionary Portfolio Advisers do?

Evolutionary Portfolio Services (EPS) is an investment research and consulting firm based in Sydney Australia. EPS understands and meets the unique needs of Financial Advisers through tailored investment strategies.

Paul Saliba is the Founder & Managing Director of EPS.

Paul has extensive experience in navigating the complexities of financial markets. This results in personalised and dynamic asset allocation.

Our approach integrates learning from the past with innovative planning for the future.

We believe in goals-based investing and efficient managed account solutions (SMA, IMA).

We are committed to improved governance through independent committee membership.

We add rigour and objectivity to your investment processes.

Our comprehensive service ensures that your investment portfolio is as distinct and individualised as your financial objectives.

Unlock a Spectrum of Investment Opportunities

Model Portfolio Construction & Support (Crafting you a Strategy)

We specialise in crafting dynamic, bespoke investment strategies that align seamlessly with your financial aspirations.

We focus on creating a personalised strategy that resonates with your unique investment goals, ensuring a tailored approach to portfolio construction and ongoing support.

Investment Committee Support & Governance (Strategically Guiding you)

We provide critical support and enhancement to your investment committee's decisions, offering expert insights and strategic guidance.

Our role is to ensure informed, well-governed investment decisions, contributing to a robust and effective investment strategy.

Managed Accounts Construction & Support (Through SMAs & IMAs)

Our expertise lies in creating and managing bespoke Separately Managed Accounts (SMAs) and Individually Managed Accounts (IMAs), tailored to align with your distinct advice philosophy.

We focus on delivering personalised investment accounts that reflect your specific needs and objectives.

Risk Management & Mitigation (Optimising your Portfolio)

We proactively engage in identifying and mitigating potential risks, aiming to safeguard and optimise your investment portfolio.

Our risk management strategy is centred on minimising vulnerabilities and enhancing the resilience of your investments.

Strategic & Tactical Asset Allocation (Focused on Risk Adjusted Returns)

Our approach to asset allocation is both strategic and tactical, focusing on balancing risk with the potential for maximised returns.

We carefully diversify assets in a manner that aligns with your objectives, prioritising risk-adjusted returns.

Equities & Fixed Income Due Diligence (Anaylsing Institutional Grade Funds)

We conduct thorough due diligence and analysis across a spectrum of asset classes, including traditional and alternative investments.

This encompasses ESG, Ethical Impact, SRI Investment Strategies, Listed and Private Equity, Fixed Interest, REITs, and Direct Property Funds, ensuring institutional-grade evaluations.

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Name Surname

Position, Company name

Table of contents

From Adversity to Enterprise: My Journey in Investment Consulting

‍

‍

1. Introduction and Background

‍

1.1. Can You Tell Us About Your Early Life and What Inspired You to Enter the Field of Investment Consulting?

My journey into investment consulting was sparked during a challenging time in my Year 12 exams when my father passed away. Dealing with his insurance payout and assisting my mother with the investment process piqued my interest in financial markets. It was a defining moment that guided me towards a Bachelor of Economics and a focus on financial markets.

‍

1.2. What is Your Educational Background and How Has It Shaped Your Career in Finance?

l pursued a Bachelor of Economics, majoring in Economics and Econometrics to understand financial markets. I subsequently completed a Graduate Diploma in Applied Finance and Investment, equipping me with the analytical skills needed for my future roles in finance.

‍

‍

‍

2. Professional Journey

‍

2.1. How Did Your Career in Investment Consulting Begin?

My financial journey started at ANZ Asset Management, handling fund accounting and cash management. My desire to analyse and manage investments led me to take on research roles, culminating in managing over $6 billion in funds at IOOF.

‍

2.2. Can You Share Some Key Milestones or Turning Points in Your Professional Life?

A significant turning point was when I realised the need for a more collaborative approach while working with advisers at IOOF. This insight led me to establish Evolutionary Portfolio Services in 2018.

‍

‍

‍

3. Expertise and Skills

‍

3.1. What Specific Areas of Investment Consulting Do You Specialise in?

My specialisation includes investment and equity research, portfolio construction, and management across various asset classes. My focus is on creating dynamic investment strategies that are adaptable and client-focused.

‍

‍

3.2. How Do You Stay Updated With the Latest Trends and Changes in the Investment World?

Staying updated is key to my consultancy. I engage in continuous learning and adapt to new trends and changes, ensuring my strategies remain relevant and effective.

‍

‍

‍

4. Starting the Business

‍

4.1. What Motivated You to Start Your Own Investment Consultancy?

The motivation to start EPS came from a desire to implement a more adaptive and collaborative consulting approach to meet the changing needs of advisers and their clients.

‍

4.2. Were There Any Significant Challenges You Faced When Establishing Your Business?

The initial challenges of starting EPS were met with resilience and a strategic mindset. Overcoming these hurdles was instrumental in setting the foundation for my consultancy.

‍

‍

‍

5. Business Philosophy and Approach:

‍

5.1. How Would You Describe Your Investment Philosophy?

My investment philosophy is collaborative and adaptive, with a commitment to understanding and meeting the unique needs of each client.

‍

5.2. What Makes Your Approach to Asset Consulting Unique?

What distinguishes my approach is the dynamic and personalised service I offer, focusing on the evolving requirements of financial advisers and their clients.

‍

‍

‍

6. Client Relationships

‍

6.1. How Do You Build Trust and Rapport With Your Clients?

Trust is built through understanding and addressing individual goals, providing reliable and tailored investment solutions.

‍

6.2. Can You Share an Example of How You've Helped a Client Achieve Their Financial Goals?

An example would be the transformation of a bottom quartile Australian Share portfolio to a top quartile at AMP, achieved by aligning the portfolio with the adviser network's low turnover requirements.

‍

‍

‍

7. Success Stories

‍

7.1. What Are Some of Your Most Memorable Successes as an Investment Consultant?

Among my successes was managing significant funds at IOOF and expanding the suite of investment solutions to include managed accounts, delivering well-considered, client-aligned strategies.

‍

7.2. Are There Any Particular Cases or Projects That Stand Out in Your Career?

Numerous cases stand out where my tailored strategies have significantly benefited clients, emphasising the value of a collaborative and flexible approach.

‍

‍

‍

8. Challenges and Learning

‍

8.1. What Have Been Some of the Biggest Challenges You’ve Faced in Your Career?

The biggest challenges have been navigating the ever-changing investment landscape, requiring a continuous learning mindset and adaptability.

‍

8.2. How Do You Approach Problem-Solving in Complex Investment Scenarios?

My approach to complex scenarios is methodical, drawing on extensive experience and a willingness to adapt and adopt differentiated solutions.

‍

‍

‍

9. Industry Perspectives

‍

9.1. What Changes Have You Seen in the Investment Consulting Industry Over the Years?

The industry has evolved considerably, with technology and market dynamics driving significant shifts in how we approach investment consulting.

‍

9.2. Where Do You See the Industry Heading in the Next 5-10 Years?

I foresee the industry continuing to evolve with technological advancements. Staying ahead of these changes is crucial for delivering top-tier consulting services.

‍

‍

‍

10. Personal Insights

‍

10.1. Outside of Work, What Are Your Personal Interests or Hobbies?

Beyond my professional life, I enjoy skiing, playing tennis, and spending quality time with my beautiful family.

‍

10.2. How Do You Balance Your Professional and Personal Life?

Balance is achieved through effective time management and dedication to both professional responsibilities and personal well-being.

‍

‍

‍

11. Advice and Tips

‍

11.1. What Advice Would You Give to Someone Looking to Enter the Field of Investment Consulting?

I advise continuous learning and flexibility. It's essential to understand client needs and evolve with the market and economies.

‍

11.2. What Are Your Top Tips for Successful Asset Management?

Successful asset management involves learning from the past, planning for the future, and evolving strategies to meet unforeseen circumstances.

‍

‍

‍

12. Future Visions:

‍

12.1. What Are Your Goals for the Future of Your Consultancy?

My goals include continued growth, adapting to industry changes, and maintaining a focus on collaborative, client-centric solutions.

‍

12.2. How Do You Envision Your Business Evolving in the Coming Years?

I see my business evolving by staying at the forefront of investment consulting, with a commitment to innovation and adapting to the industry's future needs.

‍

Table of contents

1. Introduction and Background
2. Professional Journey
3. Expertise and Skills
4. Starting the Business
5. Business Philosophy and Approach
6. Client Relationships
7. Success Stories
8. Challenges and Learning
9. Industry Perspectives
10. Personal Insights
11. Advice and Tips
12. Future Visions

From Adversity to Enterprise: My Journey in Investment Consulting

‍

‍

1. Introduction and Background

‍

1.1. Can You Tell Us About Your Early Life and What Inspired You to Enter the Field of Investment Consulting?

My journey into investment consulting was sparked during a challenging time in my Year 12 exams when my father passed away. Dealing with his insurance payout and assisting my mother with the investment process piqued my interest in financial markets. It was a defining moment that guided me towards a Bachelor of Economics and a focus on financial markets.

‍

1.2. What is Your Educational Background and How Has It Shaped Your Career in Finance?

l pursued a Bachelor of Economics, majoring in Economics and Econometrics to understand financial markets. I subsequently completed a Graduate Diploma in Applied Finance and Investment, equipping me with the analytical skills needed for my future roles in finance.

‍

‍

‍

2. Professional Journey

‍

2.1. How Did Your Career in Investment Consulting Begin?

My financial journey started at ANZ Asset Management, handling fund accounting and cash management. My desire to analyse and manage investments led me to take on research roles, culminating in managing over $6 billion in funds at IOOF.

‍

2.2. Can You Share Some Key Milestones or Turning Points in Your Professional Life?

A significant turning point was when I realised the need for a more collaborative approach while working with advisers at IOOF. This insight led me to establish Evolutionary Portfolio Services in 2018.

‍

‍

‍

3. Expertise and Skills

‍

3.1. What Specific Areas of Investment Consulting Do You Specialise in?

My specialisation includes investment and equity research, portfolio construction, and management across various asset classes. My focus is on creating dynamic investment strategies that are adaptable and client-focused.

‍

‍

3.2. How Do You Stay Updated With the Latest Trends and Changes in the Investment World?

Staying updated is key to my consultancy. I engage in continuous learning and adapt to new trends and changes, ensuring my strategies remain relevant and effective.

‍

‍

‍

4. Starting the Business

‍

4.1. What Motivated You to Start Your Own Investment Consultancy?

The motivation to start EPS came from a desire to implement a more adaptive and collaborative consulting approach to meet the changing needs of advisers and their clients.

‍

4.2. Were There Any Significant Challenges You Faced When Establishing Your Business?

The initial challenges of starting EPS were met with resilience and a strategic mindset. Overcoming these hurdles was instrumental in setting the foundation for my consultancy.

‍

‍

‍

5. Business Philosophy and Approach:

‍

5.1. How Would You Describe Your Investment Philosophy?

My investment philosophy is collaborative and adaptive, with a commitment to understanding and meeting the unique needs of each client.

‍

5.2. What Makes Your Approach to Asset Consulting Unique?

What distinguishes my approach is the dynamic and personalised service I offer, focusing on the evolving requirements of financial advisers and their clients.

‍

‍

‍

6. Client Relationships

‍

6.1. How Do You Build Trust and Rapport With Your Clients?

Trust is built through understanding and addressing individual goals, providing reliable and tailored investment solutions.

‍

6.2. Can You Share an Example of How You've Helped a Client Achieve Their Financial Goals?

An example would be the transformation of a bottom quartile Australian Share portfolio to a top quartile at AMP, achieved by aligning the portfolio with the adviser network's low turnover requirements.

‍

‍

‍

7. Success Stories

‍

7.1. What Are Some of Your Most Memorable Successes as an Investment Consultant?

Among my successes was managing significant funds at IOOF and expanding the suite of investment solutions to include managed accounts, delivering well-considered, client-aligned strategies.

‍

7.2. Are There Any Particular Cases or Projects That Stand Out in Your Career?

Numerous cases stand out where my tailored strategies have significantly benefited clients, emphasising the value of a collaborative and flexible approach.

‍

‍

‍

8. Challenges and Learning

‍

8.1. What Have Been Some of the Biggest Challenges You’ve Faced in Your Career?

The biggest challenges have been navigating the ever-changing investment landscape, requiring a continuous learning mindset and adaptability.

‍

8.2. How Do You Approach Problem-Solving in Complex Investment Scenarios?

My approach to complex scenarios is methodical, drawing on extensive experience and a willingness to adapt and adopt differentiated solutions.

‍

‍

‍

9. Industry Perspectives

‍

9.1. What Changes Have You Seen in the Investment Consulting Industry Over the Years?

The industry has evolved considerably, with technology and market dynamics driving significant shifts in how we approach investment consulting.

‍

9.2. Where Do You See the Industry Heading in the Next 5-10 Years?

I foresee the industry continuing to evolve with technological advancements. Staying ahead of these changes is crucial for delivering top-tier consulting services.

‍

‍

‍

10. Personal Insights

‍

10.1. Outside of Work, What Are Your Personal Interests or Hobbies?

Beyond my professional life, I enjoy skiing, playing tennis, and spending quality time with my beautiful family.

‍

10.2. How Do You Balance Your Professional and Personal Life?

Balance is achieved through effective time management and dedication to both professional responsibilities and personal well-being.

‍

‍

‍

11. Advice and Tips

‍

11.1. What Advice Would You Give to Someone Looking to Enter the Field of Investment Consulting?

I advise continuous learning and flexibility. It's essential to understand client needs and evolve with the market and economies.

‍

11.2. What Are Your Top Tips for Successful Asset Management?

Successful asset management involves learning from the past, planning for the future, and evolving strategies to meet unforeseen circumstances.

‍

‍

‍

12. Future Visions:

‍

12.1. What Are Your Goals for the Future of Your Consultancy?

My goals include continued growth, adapting to industry changes, and maintaining a focus on collaborative, client-centric solutions.

‍

12.2. How Do You Envision Your Business Evolving in the Coming Years?

I see my business evolving by staying at the forefront of investment consulting, with a commitment to innovation and adapting to the industry's future needs.

‍

Bolster Your Investment Advice Proposition With Us Today!

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Frequently Asked Questions "FAQs"

Get quick answers to your key questions about our services and approach.

What investment services does Paul Saliba specialise in for Australian financial advisors & AFSL holders?

Paul Saliba offers a suite of investment services tailored for financial advice practices in Australia.

These services include the following:
1. Model Portfolio Construction & Support
2. Investment Committee Support
3. Managed Accounts Construction & Support
4. Risk ManagementAsset Allocation
5. Equities & Fixed Income Due Diligence.

These services are designed to align with the unique financial goals and risk profiles of each practice.

How does Paul Saliba's approach to risk management benefit financial advisors in Australia?

Paul Saliba's Risk Management strategies are proactive, aiming to identify and mitigate potential risks before they impact investment portfolios.

This approach helps financial advisors safeguard their clients' investments and optimise performance, providing peace of mind and added value to their services.

Can Paul Saliba assist with the construction and support of managed accounts for Australian financial advisors?

Absolutely!

Paul Saliba specialises in crafting and managing bespoke investment accounts.

These investment strategies are tailored to the specific financial aspirations of Australian financial advice practices and their clients.

This ensures a personalised service that meets their unique needs.

What makes Paul Saliba's asset allocation service stand out for financial advisers?

Paul Saliba's Asset Allocation services stand out due to the strategic diversification of assets to balance risk and maximise returns.

These services align with the objectives of financial advisors and their clients.

This ensures a well-rounded investment portfolio designed to meet specific financial goals.

How does Paul Saliba ensure the quality of investments in his model portfolio construction?

Through rigorous evaluation and analysis, Paul Saliba ensures that only high-quality equities and fixed-income investments are included.

His due diligence process is thorough, aiming to ensure informed, secure financial decisions for financial advisors and their clients.

What type of support can financial advice practices expect from Paul Saliba's investment committee support?

Financial advice practices will receive expert insights and strategic guidance to enhance the decision-making of their investment committees.

This support includes in-depth market analysis, portfolio strategy recommendations, and ongoing advisory to navigate complex investment landscapes.

How can Paul Saliba help with equities & fixed-income due diligence for Australian financial advisors?

Paul Saliba provides financial advisors with extensive due diligence on equities and fixed-income investments.

This ensures a comprehensive understanding of each investment's risk and potential return.

This is crucial for making informed decisions and providing sound advice to clients.

Does Paul Saliba offer investment strategy tailoring for diverse financial aspirations?

Yes!

Paul Saliba specialises in tailoring dynamic investment strategies to precisely align with the diverse financial aspirations of financial advice practices and their clients

This ensures a bespoke and custom-fit solution for every financial scenario.