A tradition of contemporary success
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Over a period of 65 years, the Huggins Family Office, owner of Hamilton Chase, has systematically built one of Australia’s most significant private wealth portfolios. As growth and trends across major asset classes have shifted, the portfolio’s investments have been mindfully realigned to mitigate volatility and to take advantage of investment opportunities.
This careful realignment has enabled consistent investment returns over the last six decades despite, and because of, substantial movements in markets, business models, technology, political, and global events. ​​
Family Office
Hamilton Chase is the privately-held commercial arm of the Huggins Family Office. The company provides financial and investment services to the Huggins Family Office, and to select HNW and UHNW clients and their family offices. Hamilton Chase currently manages a multi-billion dollar portfolio of property developments, land, debt, equities, and business acquisitions, in Australia, Europe, and North America.
The company is overseen by Paul Huggins and a close-knit management team. They are supported by significant proprietary technology that aids both direct analysis of investment opportunities, and the broader impacts of political and economic changes on each market sector.
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Investment Philosophy
Hamilton Chase has generally achieved returns above benchmarks with below average risk and volatility. Contrary to the common view on diversification, the company’s philosophy is to focus on a small number of investments, rigorously researched and analysed, and traded infrequently.*
* Before making an investment decision, you should consider your objectives, financial situation or needs and the relevant Product Disclosure Statement (PDS), Offer Document and/or IM (Information Memorandum) and whether the information on our website is applicable to your situation as target returns are not guaranteed.
Advisory Board
The Hamilton Chase Advisory Board brings together significant expertise in law, accounting, finance, and corporate governance. Collectively, it has a deep understanding of capital raising, taxation, and risk assurance, supported by extensive experience in investments, company building, and managing high-value assets. This diverse skill set allows the Board to advise on the deployment of significant capital across multinational investment opportunities.
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Paul Huggins
Director
Paul is a qualified tax Lawyer, with a background in accounting. He is a major investor in property, shares and bonds, bought and built companies on three continents, and acquired one of Australia’s most valuable collections of classic cars. Paul acts for the Huggins Family Office, and for Australian HNW and UHNW clients. He has established a noteworthy international network that gives him access to the Boardrooms of major ASX and Dow Jones listed corporations.
Ken Lewis
Senior Accountant/CPR
Ken has three decades of experience as the principal of a public accounting firm, prior to establishing and leading his own consultancy. His background in the mining industry, and involvement in developing taxation software, provide the investment committee with a deep and nuanced understanding of taxation issues.
Sally Denham
Director/Legal Counsel
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Sally is an accomplished legal professional with a broad range of experience across legal domains, and extensive expertise in finance. She had a notable 12-year tenure as a Senior Solicitor at the Office of Public Prosecutions, Victoria. In 2020, Sally undertook a Senior Lawyer role during a secondment at WorkSafe Victoria. She has served as Senior Legal Counsel at Hamilton Chase Pty Ltd since 2022.
George Georgiou
Chartered Accountant
George Georgiou is a highly regarded Chartered Accountant and Business Advisor with over 30 years of experience in the industry. As a Fellow of the Chartered Accountants in Australia and New Zealand (CAANZ), George brings a wealth of knowledge and expertise to the table, and has a deep understanding of the complexities and nuances of large-scale financial management, accounting, and business strategy.
Robert Syben
Senior Financial Advisor
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Robert brings a broad and versatile set of skills to the Advisory Board having been associated with the financial services industry for more than two decades. His understanding of this complex sector ensures his guidance and expertise are highly respected and regarded.
