Context Capital

Introducing Context Capital

After a thorough review of the market, The Financial Framework investment committee have decided to partner with Context Capital as the asset consultant for your portfolios.

Context Capital will advise on, and implement portfolios that reflect Financial Framework’s investment philosophy, working in close collaboration with our Investment Committee. Context’s role is to ensure your portfolios are managed in line with our investment philosophy and the outcomes we’ve established together. We believe this will enhance our ability to protect and grow your wealth.

As a bonus, the Context Capital business is head quartered just around the corner from us in Leederville, so we look forward to a closer relationship, with more face-to-face meetings and communications from the team. Find out more about the team and business here.  

Will there be a change in fees?  

• We have negotiated competitive management fees with Context Capital.

• Fee savings will be passed on directly to you. 

What’s Context Capital’s role with regards to your investments?  

Context Capital will provide advice, research, reporting and portfolio execution services as model managers. There is no change to the underlying ownership of your investments.  

As part of this process you can expect to see some enhancements in how we communicate with you about your portfolios in coming months. With Context Capital’s help, our reports and updates will more explicitly reference the investment philosophies that guide our decisions, providing you with greater insight into our long-standing approach. This improved transparency will give you a deeper understanding of the rationale behind your portfolio’s composition and performance, always tying back to the core principles that have guided our investment strategy from the beginning.  

Do I need to do anything?  

You don’t need to do anything. It’s business as usual for your investments as we transition over to Context Capital. They will continue to manage the portfolios as they are. Overtime, Context will work closely with our investment committee to enhance the portfolios, but these will be in line with your goals and objectives. As always, we will keep you updated with any significant changes.  

This partnership with Context Capital represents an exciting evolution in how we manage and communicate about your investments. We continue to have an unwavering focus on protecting and growing your wealth.  

We look forward to demonstrating how this enhancement to our investment capability will benefit you in the years ahead. 

Thank you for your ongoing support and if you have any questions or would like to discuss this further, please contact your adviser. 

Correct as at 16/10/25