At Sherlock Wealth, we are always looking for ways to strengthen the advice and investment solutions we provide our clients. As markets evolve and new opportunities emerge, we believe it is important to continue building on the research, expertise, and resources that support our investment decision-making.
With that in mind, we’ve partnered with Arcpoint, an independent asset consultancy specialising in investment research, portfolio construction, and strategic investment insights for financial advisory and private wealth firms.
The purpose of this partnership is straightforward: to enhance the investment capabilities that sit behind our advice process and help us continue building high-quality portfolios for our clients.
Arcpoint will provide an additional layer of investment research and analysis to support Sherlock Wealth’s Investment Research Committee. Their expertise will help us gain deeper insight into investment opportunities, portfolio risk, and long-term return expectations, allowing us to make investment decisions with greater clarity and confidence.
While no investment outcome can ever be guaranteed, we believe that better research leads to better-informed decisions. By strengthening the investment process behind our portfolios, we can remain focused on what matters most: helping clients achieve their long-term financial objectives.
An important benefit of this partnership is the ability to access a broader range of investment opportunities when appropriate. This may include carefully selected alternative investments that can enhance diversification, provide additional portfolio resilience, and support long-term growth objectives.
Importantly, this partnership does not change the personalised advice our clients receive. Investment decisions will continue to be guided by each client’s individual circumstances, goals, and risk profile. Arcpoint’s role is to strengthen the research and analysis available to us, helping ensure that portfolio decisions continue to be thoughtful, evidence-based, and tailored to client needs.
As markets continue to change, our commitment remains the same: providing trusted advice and making well-considered investment decisions that help our clients move confidently toward their
Andrew Sherlock
Andrew Sherlock is the Owner & CEO of Sherlock Wealth, a financial planning firm based in North Sydney.
A Chartered Accountant with a background in funds management, Andrew’s career spans more than 30 years in the financial services industry. He was one of the first people in Australia to obtain the Self-Managed Superannuation Specialist accreditation; is one of only a few advisers in Australia to be a Certified Investment Management Analyst (CIMA); is a lifetime member of MDRT Top of the Table and was the first non-employee to open a hub24 account! Andrew holds a Bachelor of Economics degree from Macquarie University with majors in accounting and finance.
Specialising in creating excellent lifestyle outcomes for wealthy Australians looking for holistic and quality financial planning, Sherlock Wealth provides a sophisticated, family office approach for its long-term and multi-generational client base of senior executives, professionals, business owners and self-funded retirees.
Andrew has featured in Forbes Magazine, in podcasts and on television. He is often asked to present at seminars and conferences and has been nominated for industry awards.
To find out more about Andrew Sherlock: LinkedIn
