Our Story
At Generation Asset Management we are driven by a passion for excellence and a commitment to delivering superior investment solutions for our clients.
Our founders, Rob Mead and Craig Holland, with backgrounds in investment management and corporate advisory, have a combined expertise which uniquely positions us to navigate the complexities of the global financial landscape.
About us
Who We Are
Who We Are
We offer personalised service where our clients’ investment requirements are managed to meet their needs.
We are experienced advisors and an investment team with a proven track record delivering above market returns.
We leverage next generation platform technology to bring Family Office investment strategy to sophisticated private clients.
We provide access to diversified global opportunities across asset classes via market leading managers and index funds.
OUR TEAM
Meet the Team
We are experienced advisors and an investment team with a proven track record delivering above market returns. We leverage next generation platform technology to bring Family Office investment strategy to private clients.
Rob Mead
Managing Director
Chief Investment Officer
Craig Holland
Director
IC Committee Member
Operational Excellence
1
Technology Integration
In conjunction with our chosen operational partner, Netwealth Investments Ltd, our goal is to leverage advanced analytics and financial technology to streamline operations, enhance our client experience, and improve investment decision-making.
Netwealth provide us with a wide range of investment options including managed funds, Exchange Traded Funds (ETFs) and direct shares allowing us to create our diversified global portfolios.
As a reputable platform, Netwealth’s compliance and regulatory requirements offers strong security measures to protect client data and investments.
Their secure and robust systems for data management and reporting provide clients with real-time insights into their investments via our Netwealth Client Portal.
Talent Acquisition
We have built a team that is comprised of experienced professionals who share the firm’s vision and values, including analysts, portfolio managers and client relationship managers.
We invest in continuous training and development to ensure that the team remains knowledgeable about market trends and investment strategies.
Performance Measurement
We have developed a comprehensive performance measurement framework that assesses both financial and non-financial metrics to ensure alignment with our client’s goals.
We use independent benchmarks to review performance regularly, maintaining accountability and fostering trust.
Investment Objectives
1
Wealth Preservation
We implement risk management strategies that prioritise capital preservation without sacrificing the potential for growth.
We diversify investments across various asset classes, including fixed income, equities, private equity and alternative investments.
2
Growth Target
We aim for a consistent growth rate of at least 4% per annum above the Consumer Price Index (CPI) consecutively across our Global Balanced Portfolio.
We do this using a mix of traditional and alternative investments, along with tactical asset allocation, to enhance returns while managing risk effectively.
3
Client Engagement
Our bespoke financial strategies align with our clients’ values, goals and time horizons through proactive communication and engagement.
We regularly review and adjust investment strategies based on market conditions and our clients’ evolving needs.
4
Global Outlook
We have established a global investment approach that takes advantage of global diversification and emerging markets opportunities while considering geopolitical risks.
We create alliances with international investment firms and local experts to tap into diverse investment opportunities.
Core Values
Integrity
We maintain transparency and honesty in all our client interactions and investment strategies.
Client Focussed
Through tailored investment portfolios that meet the needs and goals of high net worth families, we foster long-term trust and partnerships.
Innovation
We continuously seek to improve, implementing innovative investment strategies to navigate a dynamic global market.
Excellence
We uphold the highest standards in performance measurement and client service.
Contact Us
If you would like to know more, please contact us. If you are an existing client, please log in through the Client Portal.