Bank / Wealth / Trust

Updated:

Hewison Private Wealth

Hewison Private Wealth began in 1985 when Chris Hewison established an independent advisory and wealth management practice in Melbourne. The firm has remained...

Hewison Private Wealth logo

Hewison Private Wealth

Hewison Private Wealth began in 1985 when Chris Hewison established an independent advisory and wealth management practice in Melbourne. The firm has remained privately held and founder-led for over three decades, a structure that places principal accountability directly with the person who built the client base rather than a rotating institutional manager. The wealth origin for the practice itself is organic — fee-for-service financial advice and asset management — rather than sourced from a single family's operating-company exit. The firm's strategy spans financial planning, retirement structuring, tax planning, and asset management, with an integrated delivery model. Hewison manages portfolios across equities, fixed income, and property trusts, constructing allocations in-house rather than farming clients to external product platforms. The practice targets Australian resident clients, particularly professionals and families in Victoria seeking consolidated advice and ongoing portfolio management under one roof. The firm's independence is a structural feature — it is not affiliated with a bank, insurer, or product manufacturer. The team is based solely in Melbourne. Public record does not disclose current professional headcount, total assets under advice, or recent fund structures. Adjacent vehicles such as philanthropic entities or real-asset arms are not publicly identified, which may reflect the firm's private-client orientation and the founder's discretionary control over all operations. No recent operational event from the last 24 months was verifiable as of the date of this profile. Hewison's structural differentiator is its longevity as an integrated, independent private-wealth firm in a market dominated by institutional platforms and bank-owned advice networks. The founder-operator model embeds client retention incentives differently from large-scale institutions where advisor turnover can channel clients through multiple transitions. The firm's narrow geographic and service footprint also suggests a deliberate strategy of depth over scale in the Melbourne private-client market.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

AUM

Undisclosed

Location

Region

Oceania

Country

Australia

City

Melbourne

Corporate office

Melbourne, Australia

Frequently asked questions

Who runs investment decisions at Hewison Private Wealth?

Founder Chris Hewison leads the firm. As a privately held, founder-led practice, investment and asset-management decisions ultimately rest with Hewison and the in-house team rather than being delegated to an external committee or institutional parent. Specific internal delegation structures are not detailed in public record.

Is Hewison Private Wealth affiliated with a bank or product manufacturer?

No. Hewison operates as an independent firm, unaffiliated with any bank or product manufacturer. This independence means the firm constructs portfolios and selects assets without the conflict of pushing proprietary products, a structure that matters to allocators evaluating manager incentives.

Does Hewison manage assets directly or act primarily as a financial planner?

Hewison combines financial planning and direct asset management under one roof. The firm advises on retirement, tax, and estate planning while also constructing and managing client portfolios that include equities, fixed income, and property trusts, rather than simply referring clients to external managers or platforms.

What is Hewison's geographic focus?

The firm operates from a single office in Melbourne and serves primarily Australian resident clients, with a natural concentration in Victoria. Public record does not indicate offices or dedicated client-servicing capability outside Melbourne.

Does Hewison maintain a philanthropic foundation or adjacent investment vehicles?

No philanthropic foundation or operating-business vehicle is disclosed in public record as of the profile date. The structure appears to be a single operating entity focused on private wealth management for its client base.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Melbourne Bank / Wealth / Trust profiles