Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit entities. As a true boutique, the firm is unhindered by the conflicts of growth targeting, idea turnover and product association common among larger firms. Led by an experienced team of professionals from large global investment and asset management firms, the firm was established more than 20-years ago and draws from its institutional heritage. Formerly operating as the wealth management division of Investec Private Bank, our founders acquired the business in 2011. In 2015, the firm was renamed Lipman Burgon & Partners. We hold an Australian Financial Services Licence (AFSL No. 234972) and manage a substantial portfolio of assets on behalf of our partners and clients. The size of our portfolio allows the firm to balance access to global institutional investments and participate meaningfully in bespoke opportunities that sit outside the typical scope of larger firms. Lipman Burgon & Partners view each relationship with our clients as a partnership. Our proven approach is to forge high quality, long-standing relationships that allow us to better service clients’ needs over time.
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