A$1.7B+

Assets Under Management

80+

Finance Professionals

5

Offices

24

Investment Strategies

Real Asset Management (RAM) is an Australian owned Wealth and Asset Management firm, with offices in Sydney, Melbourne, Brisbane, Shanghai and Hong Kong. RAM opened its Australian office in 2013 and has grown to a team of over 80 finance professionals managing in excess of A$1.7bn in assets.

RAM is a truly holistic investment management firm. We provide portfolio-based solutions that encompass not only liquid financial assets, but also long-term growth assets – such as real estate, infrastructure and venture capital investments.

We provide a global set of investment solutions through our group companies licensed by the Australian Securities and Investment Commission of Australia (AFSL 484263), and the Securities & Futures Commission of Hong Kong (CE BGL803).

Globally Connected

We understand the challenges in structuring one’s global wealth across multiple jurisdictions, and offer simple, understandable solutions for our clients.

Real Investment Strategies

We believe that real assets such as property and infrastructure should form part of a holistic investment strategy and so embrace them in our methodology. This approach is intuitive to our entrepreneurial clients, and also the assistance provided in achieving effective portfolio diversification with capital growth above inflation.

Client Service

We aim to be our clients principal trusted advisor, providing impartial and insightful guidance that enables our clients to rest easy in the knowledge that their wealth is in safe hands. The main point of contact for our clients is their personal wealth adviser, who typically has decades of global experience and is directly responsible for providing astute guidance across their portfolio.

Transparency

In our view a commitment to transparency is a prerequisite in building trust. We therefore ensure our clients are well informed and investment goals remain aligned, through regular tailored portfolio reviews, in addition to regular and informative reporting.

Industry Recognition

Our Businesses

Executive Management Team

Scott Wehl

Founder, Group CEO

Scott has over 24 years of experience in Global Wealth Management and Corporate Banking working for top tier global banks in Australia, London, and Hong Kong.

Prior to founding Real Asset Management, Scott was a Managing Director and Head of Banking Products International for UBS Wealth Management (“UBS WM”), leading a team of finance professionals in 17 countries. Over a 13 year career with UBS WM, Scott held various roles including the Head of Banking Products in the United Kingdom, and Head of Banking Products Asia Pacific. Prior to joining UBS WM, Scott began his finance career in corporate banking with National Australia Bank in Brisbane Australia.

Scott holds a Bachelor of Commerce from Griffith University Australia, and an Executive MBA jointly from Kellogg Business School and the Hong Kong University of Science and Technology.

William Chai

Managing Director

William has over 26 years of experience in International Banking and Wealth Management.

Prior to joining Real Asset Management, William was a Vice President in Private Banking at Credit Suisse Hong Kong. There he maintained and developed a portfolio of high net worth clients from the Greater China region. Prior to this, William worked for National Australia Bank as Head of Migrant Banking Asia and the Canadian Imperial Bank of Commerce, where over a 16 year career based in Canada, Hong Kong and Beijing, William was responsible for the Asian Banking team and the Canadian investor immigration programs.

Williams holds a B.A., Business Management from the Central University of Iowa, USA and speaks fluent English, Cantonese and Mandarin.

Scott Kelly

Managing Director, CEO Australia

Scott has over 27 years of experience in Global Wealth Management and Asset Management, working for top tier financial institutions in Australia and the United Kingdom.

Prior to joining Real Asset Management, Scott was a Managing Director and Head of Investment Products and Services for UBS Wealth Management Australia. There he oversaw the entire product offering for Australia’s premier wealth manager with $A24bn of assets under management. Scott has also held the position of National Sales Director for Macquarie Private Wealth Australia and prior to this Scott co-founded and was Managing Director of Corazon Capital, a specialist wealth and asset management business based in Jersey. Scott was also the Joint Head of Private Clients at Kleinwort Benson, after starting his financial career with Mercury Asset Management in London.

Scott holds a B.A. (Hons) degree in Business Management from the University of Leeds and is a Chartered Member of the Chartered Institute of Securities & Investment, UK.

In the Media

“Our Investment Philosophy is built around keeping the investment process simple and transparent and ensuring our clients are at the centre of everything we do.”

Scott Wehl
Founder & Group CEO