Advice company launches investment business

The financial advisory company’s new venture, Partners Private, provides access to investors with a key focus on unlisted, wholesale-only opportunities.

PWG managing director Mathew Cassidy said the company is thrilled to launch the new business.

“It has the potential to provide major investment opportunities for our clients that are seeking more than the traditional strategic advice and portfolio management they already receive from us,” he said.

“Partners Private offers opportunities that they’ve never had access to before and creates significant diversification of core portfolios through an exciting range of possible investments.

“Partners Private clients will receive access to exclusive wholesale investment opportunities which are not traditionally available for retail clients, complementing and enhancing their investment experience. Our observation is that individual investors deserve better access to institutional grade investment opportunities.”

The launch of Partners Private follows the recent appointment of CIO Graeme Bibby who was brought in due to his industry experience in wholesale investment opportunities.

“PWG’s retail and wholesale clients can be more assured that they are accessing harder to find and the highest quality offerings from each asset class, and not have to decide for themselves from a very long list of options that may be distributed by others with little discernment of quality,” Mr Bibby said.

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.