Drive growth while simplifying the journey.
Caprock is a financial services group for wholesale clients. We provide access to fixed income, structured vehicles and managed funds, with custody and asset administration.
Caprock Institutional
- Diversified global investments for corporates, small-to-medium companies and institutions.
- Direct access to global markets
- Tailored financial solutions
- Managed investment funds
- Securities both listed and unlisted
- Centralised platform
Caprock Private
Simplified investment solutions for wealth managers, portfolio managers, and financial planners.
- Complete, all-in-one platform
- Strategic Asset Manufacturer (SAM)
- Model portfolios
- Simplified management
- Diverse range of global opportunities
We manufacture financial products.
Caprock manufactures a range of financial products to satisfy various investment objectives, with a mix of risk versus reward. We can manage investments of any scale and complexity and are able to adapt our services to meet the varying needs of our clients and partners
Caprock Institutional
Specialist services designed to support your institution’s investment strategies and day-to-day operations, through our experienced team.
Financial Products
Payments & Transactions
Investment Management
Asset Management
Custody Services
Trustee Services
Caprock Private
Wealth management built around your agreed investment program.
Pursue your long-term investment objectives through a diverse range of investment opportunities, all held within one centralised managed account.
Wealth Management
Comprehensive wealth management with tailored strategies that provide simplified portfolio administration and direct access to global financial markets.
Self-Managed Super Fund (SMSF)
Take control of your retirement with SMSF solutions that effectively manage your superannuation, aligning with long-term financial objectives and lifestyle preferences.
Capital Markets Infrastructure
Launch, trade, and manage portfolios across global markets with transparent pricing and compliance-first operations – delivered as a service.
- Not a bank – not a platform
- Built for growth
- Simplified operations
- Compliance-first by design
Built on Expertise. Driven by Results.
Caprock is committed to turning your financial aspirations into achievements. We help create opportunities, streamline processes, and simplify complexity, so you can focus on what matters most: building a future that reflects your vision.
Secure Document Vault
Welcome to the Caprock Client Gateway—your secure access point for confidential investment documents and fund communications. This area is reserved exclusively for verified clients and institutional partners.
Please make request to gain access the latest statements, transaction reports, onboarding materials, and fund updates.