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Empowering individuals and families
with personalised, innovative, and
ethical wealth management solutions.

Royston Capital, proud holders of an Australian Financial Services License, was founded in 2013. Our rich family heritage and professional experience in private banking and wealth management guides everything we do at Royston Capital.

As a boutique family office, Royston Capital offers discerning clients tailored investment, insurance, and strategic wealth advice. We are committed to providing high-touch, detailed, and technically strong advice and cost-effective portfolio strategies that prioritize our clients’ interests.

Meet the team

At Royston Capital, we offer a comprehensive suite of financial services meticulously coordinated to cater to your unique needs. With a steadfast focus on delivering optimal outcomes, we strive to be your trusted partner in navigating the complexities of wealth management.

Family engagement

Through family engagement we seek to introduce strategies to foster continuity across generations, facilitate intergenerational wealth transition, provide education in portfolio and investment matters, and avoid leakage from generation to generation.

CEO style approach

We are your partners in wealth management, dedicating our time and resources to you and your family as if it were our own. Our integrated approach covers taxation compliance, superannuation, asset administration, debt management, estate planning, and philanthropy. This enables clear accountability, reduces double-handling, and minimizes leakage from tax and intergenerational wealth transfer.

Private Client Services

We stand as the epitome of integrity, transparency, and commitment, shaping a future where financial success is synonymous with trust and excellence. Through technology-driven solutions and greater client engagement, we aim to cultivate closer personal relationships and maintain our boutique focus on delivering high standards of advice.

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Our services

Wealth advice

Our wealth advisory services concentrate on creating and managing comprehensive financial strategies tailored to your individual goals and circumstances.

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Investment advice

Our investment advice empowers you and your family to evaluate opportunities based on our guidance and insights, covering equities, interest-bearing securities, managed funds, exchange trade funds (EFT’s), private equity and venture capital funds, as well as property syndication.

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Insurance

We provide advice on your personal life insurance requirements. We conduct annual reviews of your 
personal insurance policies to ensure your insurance 
portfolio remains robust and aligned with your evolving financial needs and goals.

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Portfolio Management

No two client portfolios are the same, however as a part of our investment advice we do track our recommendations via model portfolios for Australian equities, international equities, international managed funds, listed interest-bearing securities and unlisted interest-bearing securities.

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Philanthropy

Establish and coordinate your family legacy by involving the next generation in wealth management while fostering your family values.

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Our Heritage

The Boag family arrived in Australia in the late 1800s and established J. Boag & Son Brewery in 1881. The brewery, situated on the Esk River in Tasmania, is still renowned for producing high-quality beer to this day. Thanks to the family’s success, they have established a legacy that will endure for future generations, now through the prosperity of Royston Capital.

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