Invest with experts

Managed Solutions for Lasting Value

Thomas Silitonga
Asset Management Director

Wholesale Managed Investments

Our comprehensive pool of managed wealth solutions is designed to preserve and grow wealth while managing risk.

Rivkin Managed Solutions

→ Confident Investing

We’ve been guiding Australian investors for more than four decades. Our investment team’s combined experience of more than a century ensures we capture opportunities based on a range of objectives and risk profiles.

→ Client Focused

Our clients are central to everything we do. We live by transparency, integrity and respect.  Treating clients like family, we align our objectives to their’ unique needs, with premium service for a seamless experience.

→ Outcome Driven

Our holistic, tactical approach means we adapt strategies for market stages, explore growth opportunities, and actively manage investments.

In an evolving risk and regulatory landscape, we apply the highest levels of compliance.

  • EQUITIES
  • PRIVATE EQUITY
  • PROPERTY FUND

We’re focused on meeting our clients’ expectations of financial return, portfolio diversification and risk management.

At Rivkin we invest our own money alongside our clients. We’re focused on long-term results for capital preservation and growth with risk-adjusted models for market volatility.

Our asset management solutions offer a range of products for a variety of investment needs, benefiting from the growth of stock-markets in Australia and the US.

Managed Accounts

Low Volatility

A diversified portfolio that invests across four negatively correlated asset classes.

Local Balanced

A portfolio of listed Australian equities with a focus on quality and momentum characteristics.

Defensive Income

A diversified portfolio of Australian equities, combining strategies focusing on generating income, event-driven opportunities and stocks with attractive value multiples.

Short Term Opportunities

An ecosystem that integrates a comprehensive pool of
managed wealth solutions to preserve and grow the wealth of our clients.

Unlisted Managed Funds

Australian Equity Fund

Aims to produce positive average annual returns while seeking to maintain a level of volatility lower than that of the S&P/ASX 200 Accumulation Index.

Global Equity Fund

Aims to produce positive average annual returns while seeking to maintain a level of volatility lower than that of the S&P100 and Nasdaq100.

Disclaimer: Please note that this is only available to wholesale clients. Please check the relevant requirements to know if you qualify.

We believe that diversification benefits investors in achieving their’ goals and mitigating risks. We’ve chosen to partner with experienced firms, bringing a wide range of solutions and multiple assets together for the benefit of investors.

We partner with Belay Capital to offer private equity opportunities, investing in unlisted companies with great potential. Unlike venture capital, private equity typically invests in companies further along in their life cycle.

We continue to review new opportunities in response to our clients’ needs. Some examples of our opportunities include:

Sunshine Hospital

• Strong potential and growth around the health care sector in Australia, which is strongly supported by government policies

• Staged approach to growth at the centre of the Sunshine Health & Wellbeing Precinct with low competition in the area

• Proven Senior Management team

Please note this offer has now closed. For more information please contact us.

Maths Pathway

• Increasing interest on the EdTech sector on a post Covid-19 world

• End-to-end in-school teaching system, supported by a comprehensive SaaS platform in a market largely untapped

• Lesser risk ok illiquidity for being an existing business

Please note this offer has now closed. For more information please contact us.

Disclaimer: Please note that this is only available to wholesale clients. Please check the relevant requirements to know if you qualify.

Complex product warning: Private Equities is considered a complex product. Complex products carry significant risk and are not suitable for all investors. We recommend seeking professional advice to ensure trading or investing in such products is appropriate for you.

With decades of experience in commercial property investment, we believe in this asset class and its excellent prospects in the current landscape. Our members have access to this wholesale opportunity, investing alongside us and sharing success over time.

We’re always reviewing new opportunities in response to our clients’ needs. We partner with leading commercial property agents in Sydney’s Eastern Suburbs to offer the Rivkin Wholesale Property Fund.

Rivkin Wholesale Property Trust

The Trust aims to generate attractive risk-adjusted returns over the medium to long term through exposure to a portfolio of Australian commercial property assets.

Target return: 10% p.a. over the long-term (distributions and capital growth)

We consider a property’s suitability for the current climate, often selecting empty or end-of-lease commercial suburban real estate. We anticipate a strong recovery in Australia following the significant fiscal and monetary stimulus. In addition, we expect strong rental growth from our portfolio, based on target investment areas.

Please note that this offer is currently open. For more information please contact us.

Disclaimer: Please note that this is only available to wholesale clients. Please check the relevant requirements to know if you qualify.

FAQs - Unitised Unlisted FAQs

These products are only available for wholesale clients. To qualify as a wholesale investor, you need to obtain a certificate issued by a qualified accountant that verifies you meet one of the following criteria:

  • I am investing $500,000 or more into an opportunity, reference to section 708(8)(a) or (b) or 761G(7)(a) of the Corporations Act; or
  • I have net assets of at least $2.5 million, or I have a gross income of $250,000 or more for each of the last 2 financial years
  • I control a company or trust and meet one of the requirements listed above
  • I am a “professional investor” or a “sophisticated investor” as defined in the Corporations Act

The minimum investment amount is AU$500,000.

Our investment strategies are designed for long term results (3 to 5 years). However, clients can withdraw their investment at any time.

However, you are free withdraw your investment at any time.

For smaller amounts, contact us or explore our retail managed investments <link to retail managed investments>

Most of our trades are conducted through CMC Markets, except for the Rivkin Global Equity Fund which uses Macquarie.

We use a variety of tactical investment strategies, drawing on the experience of our investment team.

We give clients a secure login to view their accounts, track their investments and generate relevant reports.

We’re easy to contact to meet our clients’ needs and address any concerns.

Managed Accounts:

  • Client retains full ownership of the securities
  • Full visibility over account holdings and transactions
  • Access to your money- just a phone call away
  • Fair Fees

Unlisted Managed Funds:

  • Unitised structure – using pooled funds
  • Ease of tracking investment value though a single number (unit price)
  • Lower trading costs
  • Access to your money – just a phone call away
  • Fair Fees

What our members say

Ready to explore Wholesale Managed Investments?

Contact us today to discuss your needs.

Retail Investment Opportunities

Managed Accounts and Proven Strategies

Our Retail Managed Investments offer non-wholesale clients the opportunity to invest alongside us. Retail investors can get a managed account through Mainstream Separately Managed Accounts (SMAs), to benefit from our proven strategies.

What is a Separately Managed Account?

Separately Managed Accounts (SMAs) are structured to provide each client with their own account, while delegating the responsibility of management, maintenance and monitoring to a third party. 

This allows retail investors to benefit from a greater mix of investments and access investment opportunities not usually available to individuals, while leaving the heavy lifting to the experts.

Rivkin Securities is listed as a portfolio manager to run four portfolios. Each portfolio is designed for a different investment objective, ranging from growth to income.

How it Works

  • Your portfolio is managed by experts
  • By delegating control to us, you won’t miss out on any recommendations or trades
  • Minimise costs via institutional brokerage not typically available to individuals
  • No upfront costs. Management and performance fees are deducted on a monthly basis

ASX Growth

Focused on capital growth, sources stocks from the ASX200. A combination of stocks from our ASX momentum and ASX value strategies.

US Growth

Focused on capital growth, sources investments from either the S&P100 or Nasdaq100. A combination of stocks generated from our US momentum and US value strategies.

ASX Income

Meaningful exposure to large-cap high dividend-paying stocks. Predominantly comprised of two underlying strategies: blue-chip and event trades.

Low Volatility

Invests in ASX listed exchange traded funds (ETFs), using a multi-asset approach; equities, bonds, gold, and cash.

Please download the product disclosure statement to decide if this product is right for you:

This PDS has been prepared and issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) as responsible entity and the issuer of units in the Mainstream Separately Managed Account. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available on www.rivkin.com.au, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

All opinions and estimates constitute judgments of Rivkin and are subject to change without notice. These statements should therefore not be relied upon as an accurate representation or prediction as to any future matters. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.

PERPETUAL BEING THE ISSUER AND RESPONSIBLE ENTITY UNDER The Trust Company (RE Services) Limited (Perpetual, Responsible Entity, RE, we, us or our), part of the Perpetual Group ABN 45 003 278 831 AFSL No 235150

Rivkin - Perpetual

Perpetual is the
responsible entity

Perpetual has overall responsibility for compliance of the SMA structure
Rivkin Managed

Rivkin is the appointed
model manager by Perpetual

Rivkin is responsible for the security selection within the model portfolios
Rivkin Mainstream

Mainstream is the
administrator of the scheme

Mainstream is responsible for holding the assets and tracking investor transactions

FAQs - Mainstream

The minimum investment varies from $40,000 to $70,000 depending on your portfolio choice. Although we recommend investing for the long term to reduce the impact of short-term market fluctuations, there is no restriction on when you can redeem your investment. Please refer to the PDS for further details.

All fees will automatically be debited from the SMA account. The manager will maintain a sufficient cash balance in the account to cover any necessary fees and charges. Please refer to the PDS for further details.

The SMA operates with a custodial arrangement where Mainstream holds the securities under its Holder Identification Number (HIN), but the investor has beneficial ownership. This means the investor retains most of the rights that a direct holder would have, such as rights to dividends and franking credits. The main difference is that company correspondence for corporate actions or other events comes through the custodian.

Dividends are paid automatically into the SMA account. These are automatically reinvested into the portfolio in the weeks following receipt.

All clients have access to an online portal which shows all relevant information for their investment including portfolio holdings, cash balance and trading activity. Performance over any selected time period can also be viewed.

Mainstream is the administrator and custodian of the SMA product. This means it performs

all trade reconciliation and other admin tasks required to keep track of client accounts. Perpetual, as the issuer and responsible entity, has overall responsibility for compliance and governance of the product.

Ready to explore Retail Managed Investments? ​

Contact us today to discuss your needs.