Listed & Unlisted Investments
Balancing risk and return across a range of investment options for a diversified multi-asset portfolio, because individual investors deserve better.
At Partners Wealth Group we believe that individual investors deserve better.
When most people think about investing, they usually think of traditional - or listed - investments such as stocks, bonds, property and mutual funds. However, these are not the only options available to investors. Alternative investments - or unlisted investments - can include private equity, real estate, hedge funds, commodities, and more.
These investments can offer a range of benefits such as diversification and stable returns, by offering different risk and return profiles than traditional investments, making them a valuable option for a diversified multi-asset portfolio.
Over the past 20 years we have built strong, proven relationships with Australia’s leading fund managers, real estate investment advisory groups and asset managers across property, debt, equity, infrastructure and agriculture investment development funds. These relationships have allowed us to provide access to a number of unlisted investment opportunities for clients that they’ve been unable to access elsewhere.
For investors who meet the definition of a wholesale or sophisticated investor, we can offer you access to these off-market wholesale investment opportunities through our bespoke investment business Partners Private, with investments for high-net worth individuals that have traditionally been reserved for investment banks, stockbrokers and family offices.
These opportunities include high quality property, equity and debt investments that have not been available to retail investors for the last 10 years. Through our strong networks and excellent track record, we are able to access previously unavailable investment opportunities, while lowering the minimum initial investment from over $1 million per transaction to as low as $100,000 for certain investments.
To find out more, read about our past investment opportunities, or if you meet the definition of a wholesale investor, please visit Partners Private to find out more.www.partnersprivate.com.au