Empowering elite advisers to deliver first-class client experiences

We offer a dedicated adviser onboarding support service to help new CG advisers hit the ground running and set themselves up for success.

Highly experienced in-house research team with deep sector and regional expertise. Over 80 Analysts providing in-depth research covering 860+ global equities.

CG Advisers have exclusive access to the diverse range of new share issues, IPOs and other investment opportunities offered by our highly regarded Capital Markets team, complete with automatic notification and direct bidding.

Our Australian advisers have direct access to Citigroup’s highly regarded research and analytics platform, Citi Velocity. With a market leading suite of functionality, it provides comprehensive access to Citi’s cross-asset research reports and trading desk commentary, proprietary data and analytics, market monitors and news feeds, and exclusive videos and webcasts.

Accolade is our premium, in house, fully comprehensive portfolio management and reporting product. It’s been designed to take the hassle out of investing and reduce the administrative burden for advisers and their clients. As well as becoming the mail house for your clients, we operate accounts under a Limited Power of Attorney allowing the team to handle all aspects of the administration of your accounts.

The CG Large Cap Australian Equities Portfolio is an actively managed portfolio of Australian shares that aims to generate long term capital growth and to outperform the ASX 200 Accumulation Index over rolling 5-year periods. The CG Listed Income Portfolio is an actively managed portfolio of listed income securities that aims to achieve high income while maintaining defensive characteristics