FX AND HEDGING
The Hidden Cost of Selling Your Business Without a Currency Strategy
A business sale that crosses currencies without a hedge can quietly cost founders millions between signing and settlement
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A Melbourne boutique integrating investment strategy, FX hedging, and global lending under one independent relationship.
Investment strategy, currency and lending are managed as one mandate — so decisions in any single area are made with full sight of the others.
A coordinated portfolio built around your full balance sheet, with access to private market opportunities beyond the standard adviser shelf
LEARN MORE →Multi-currency exposure managed with the same discipline as your portfolio — protecting wealth as it moves across borders
LEARN MORE →Lending structured against global assets — coordinated with your investment and currency strategy, not sold in isolation
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Access to private markets, co-investments and off-market opportunities that rarely reach conventional advice channels.
LEARN MORE →When conventional advice reaches its limit, our partnership is just beginning.
Rotating advisers
Product shelf
Unmanaged currency
One bank, one view
Closed markets
One Managing Director
Whole balance sheet
Deliberate hedging
Global lending
Private deal flow
A business sale that crosses currencies without a hedge can quietly cost founders millions between signing and settlement
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Liquidity changes everything — from tax exposure to lending capacity. Most owners aren't advised on the transition itself
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Crypto holdings can now support credit lines — but the lender, the custody arrangement and the margin terms decide whether it is prudent
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Recognised
INDUSTRY AWARD
20+ Years
ADVISORY EXPERIENCE
Independent
AFSL LICENSED
Families are rarely underserved by effort — they are underserved by structure.
A developer declined by two majors needed construction funding to keep a project alive. We structured a private credit facility across our lender panel.
An importer with EUR exposure faced margin volatility. A layered forward and option strategy locked in protection while keeping upside.
A family post-business-sale needed structure, governance and deal flow. We built the investment framework and committee cadence.
Details anonymised to protect client privacy. Outcomes reflect specific circumstances and are not a guarantee of future results.
A confidential conversation with a Valyrian adviser — no obligation, no cost. Minimum portfolio threshold of $2M applies