Philanthropy
At Westbourne Asset Management, we believe wealth creation carries a responsibility to give back. While our primary goal remains delivering strong financial returns, we are committed to distributing that wealth more equitably through meaningful charitable partnerships.
Our approach
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Westbourne pledges to donate at least 1.25% of total funds under management annually to our chosen charitable partners. Importantly, this contribution comes from Westbourne and its partners — not from investors.
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We have partnered with Trade for Good Pty Ltd, who assist with our trade executions and generously donate at least 50% of post-cost commissions to charity. Additionally, Westbourne contributes a portion of its management fees to our philanthropic initiatives during each distribution period.
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Our initial focus is on supporting underprivileged youth, with outcome-driven programs in education, housing, and health. As we grow, so will our philanthropic network, expanding alongside contributions from investors and partners.
Our Initial Charitable Partners
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Children First Foundation
Providing disadvantaged children from developing countries access to life-saving surgeries and quality medical care.
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Cottage by the Sea
An Australian children’s charity offering opportunities for fun and inspiration, independent of government funding.
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Mornington Peninsula Foundation
The Mornington Peninsula Foundation (MPF) uses place-based strategic philanthropy to address root causes of social inequity leading to generational change. MPF supports a range of initiatives in Western Port and on the Southern Peninsula with a focus on high-impact teaching, family and
housing support.