Blue Marble’s Wealth Management division provides clients with an effective platform to pool together funds for collective investments through partnership vehicles.

 Blue Marble helps clients;

• create effective partnership vehicles to facilitate investment of pooled funds;
• provide research and secretarial support to develop effective strategies to minimise risk;
• facilitate investment of pooled funds in all asset classes (fixed interest, property and stock market) within agreed tolerable risk level; and,
• provide admin support to operate the partnership vehicle in accordance with the partnership agreements.

Making informed and rational decision while allocating capital is critical for any investment success. Blue Marble Financials provides research and admin support to ensure the allocators of capital have relevant and timely information to make informed judgement. Blue Marble does not provide or intends to provide any financial product advice to clients nor it is licensed to do so. It only provides support services to facilitate better investments decisions and helps operate the partnership vehicles in accordance with the partner’s decisions. Blue Marble is not associated with any investment house or Australian Credit Licencee in relation to the services provided by its Wealth Management Division.

Blue Marble currently facilitates the following funds;

EBIS Investments

EBIS Investments is a partnership established in 2004 with a mandate to invest in Australian Stock Exchange (ASX) listed securities. EBIS Partnership was created with a view to generate reasonable return over the long term to support retirement of its partners. Rajesh Sharma, Director Blue Marble Financials has been the Chairman of the partnership fund since its inception in 2004. EBIS partners have successfully steered the investment fund through the depth of the global financial crises, European crises and are currently crafting strategies to earn reasonable return in a low growth world of 2016 and beyond.

Blue Marble Financials started providing support services including admin and research support to EBIS Investments from 2014. These include among other things, managing communication strategies to support the decision making of geographically dispersed partners, providing research support to help inform partners with fact based information, secretarial support to help execute partnership’s decision, back office admin support to ensure effective record keeping of investments and reporting on funds performance in a timely manner.

The Genesis Fund

Blue Marble is in preliminary stage of creating a partnership vehicle to start the ‘Genesis Fund’ with a mandate to invest in all three-asset classes namely Property, Fixed Interest and Stock Market for a minimum period of 10 years. Genesis will be a no leverage fund with a broader mandate to invest in Australian as well as overseas markets in accordance with the Genesis Fund’s agreed investment strategy. Blue Marble will facilitate the creation of the fund, provide secretarial, research and admin support as well as be a partner in the fund to ensure Blue Marble’s goals are aligned with the Genesis Funds goals and objectives. Blue Marble expects to start the fund from 1 January 2017. If you are interested in obtaining further information on the fund’s concept, strategy and operation, with a view to investing in the partnership, please contact Blue Marble Financials via email.