top of page

About

Drew, Walk & Co. assists principal investors to navigate the investment world for their own wealth, and fiduciaries for the wealth of others.

Trusted Counsel

Drew, Walk & Co. (DWC) was formally established as a partnership in late 2012 by Dr Michael E. Drew and Dr Adam N. Walk after a number of years working as colleagues in the financial and university sectors.

DWC offers its clients:

  • Expertise born of a rare combination of advanced training and significant commercial experience;

  • A model where clients deal with the principals of the business;

  • Disciplined fiduciary thinking, where we act in the interests of our clients first and foremost; and

  • An outlook where success is defined as more than just financial performance.

As authors of the monograph Investment Governance for Fiduciaries (CFA Research Foundation, 2019), we are committed to bringing the best of fiduciary thinking to our clients, and to our own roles as company directors and trustees. DWC’s combination of financial expertise and breadth of experience can assist investors and investment decision making bodies fulfil their important role on behalf of beneficiaries.

Fiduciary Thinking

We advise a wide range of investors and institutions throughout Australia and abroad.

DWC advises wholesale clients.

Seasoned Advice

  • Ultra-high-net-worth (UHNW) investors

  • Single family offices

  • Multi-family offices

  • Private banks

  • Wealth management firms

  • Endowments and foundations

  • Defined contribution plans (including superannuation funds)

  • Defined benefit plans

  • Insurance companies

  • Sovereign wealth funds

  • Governments (including regulators, statutory authorities, government-owned corporations)

  • Other corporate entities

*We do not provide services to retail investors.

Clients

Expertise

  • Investment governance advice

  • Investment strategy advice

  • Decision support

  • Second opinions

  • Independent fiduciary expertise

  • Modelling and analytics

  • Litigation support

  • Investment due diligence/ investigations

  • Bespoke research

  • Capability building

bottom of page