provides the same quality of personalised services for private client investment, as is delivered by the small and exclusive Swiss or English private banks – none of whom have offices in Australia. We stand for old values, continuity and tradition. A culture not always prevalent in today’s institutions.
We structure and grow bespoke investment portfolios that are compatible with client risk and return expectations. A portfolio is the foundation for an enduring client/adviser relationship within an informed boutique environment. Our work transforms a value chain of ideas into a single, integrated client solution.
We are not owned by nor are we tied to any bank or financial institution, and hence objectivity is assured.
UPDATE - March 2011 WP merged its client business into Centric Wealth of Sydney, and all client services by WP ceased 31.3.2011
