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Disclaimer

Important legal information

At Rothman Ashbury Asset Management Pty Ltd, we try to speak plainly about what we do — and just as plainly about what we don't do.

We are a private single family office, established solely to manage the financial affairs and assets of our owners. That is our entire purpose. We do not hold ourselves out as advisers, managers, promoters or product providers to anyone outside the family group and we have no intention of becoming one.

What We Do Not Do

To avoid any misunderstanding, here is what we do not do:

  • We do not provide financial product advice — not general, not personal, not in any form
  • We do not provide personal financial advice of any kind
  • We do not deal in financial products for others (only for our own family)
  • We do not operate, promote or offer a managed investment scheme
  • We do not solicit, accept or manage funds from external parties
  • We do not offer services to retail or wholesale clients
  • We do not invite, encourage or accept investment from anyone outside our ownership group

Audience & Purpose

Everything on this website exists for one audience only: the family that owns the company.

The information here is for internal knowledge, record keeping and clarity of purpose. It is not intended for public use, public reliance or public interpretation. If you are reading this and you are not part of the family group, you should understand that the content is not written for you and must not be relied upon.

Not Financial Advice

Nothing on this website should be taken as:

  • A recommendation to buy, sell or hold any financial product
  • An offer, invitation, solicitation or inducement to invest
  • A prediction or representation of future performance
  • A statement of opinion intended to influence any person's investment decisions
  • Financial, legal, tax or accounting advice

Performance Information

Any historical performance information is purely factual, relates only to the assets of the family office and is not a guide to what may happen in the future. Past performance is not a reliable indicator of future performance — and we make no suggestion otherwise.

No Warranty

We also make no representation or warranty about the accuracy, completeness or suitability of any information on this website for anyone other than our owners. Anyone accessing this website from outside the family group does so on the clear understanding that the material is not intended for them and must not be used or relied upon for any purpose.

If you are seeking financial advice, you should speak with an appropriately licensed Australian financial services professional — someone whose role is to advise the public. Ours is not.