Charlie Grant

Funds Management & Financial Services Advisor

Mr Grant is a seasoned finance professional with over 19 years’ experience in the industry. He started his career at Morgan Stanley in London, where he worked for 7 years in Institutional Equities and Fixed Income.

Mr Grant is a fund specialist, having structured, launched and managed a number of offshore and onshore funds in the UK and Europe across a range of strategies. Mr Grant currently acts as CEO of M12 Global Limited, a London-based investment management company which is modelled on the Investment Manager.

More recently, Mr Grant held a senior management role with First State Investments, the international arm of Colonial First State, a subsidiary of Commonwealth Bank of Australia.

Mr Grant has a good balance of experience on both the buy and sell side. He has an excellent knowledge of the asset management industry and is used to dealing with governments, regulators and clients globally. He has extensive product knowledge and experience of a wide range of investment strategies across all asset classes.

Advisory Board Members

The following esteemed individuals comprise IPO Wealth’s Advisory Board.

*The IPO Wealth Fund (Fund) is a managed investment scheme, available to wholesale investors only, and not available to retail investors. Vasco Investment Managers Ltd (ACN 138 715 009, AFSL 344486) (Vasco) is the trustee of the Fund, and IPO Wealth Pty Ltd (ACN 617 039 255, AFSL Auth. Rep. No. 001 253 092) (IPO Wealth) is the investment manager of the Fund. IPO Wealth Pty Ltd is a Corporate Authorised Representative of D H Flinders Pty Ltd for the purposes of providing general advice relating to the IPO Wealth Fund only, and in no other capacity. IPO Wealth Pty Ltd is a wholly owned subsidiary of Mayfair 101. None of Vasco, IPO Wealth, nor D H Flinders Pty Ltd (ACN 149 601 596, AFSL 353001) guarantees any income or capital return from the Fund. Investments in the Fund are investments for a fixed period of time, in return for Fund units relating to period of investment, targeted return and targeted distribution timing. Target returns are intended maximum returns only, based on expected underlying investment performance, and are not guaranteed. The Fund lends monies to companies related to the investment manager, to fund private equity transactions. An investment in the Fund is not a bank deposit and is subject to a greater risk than cash investment products, including loss of income and part or all of the capital invested. You should consider this information, the Fund’s Information Memorandum (IM), and seek your own independent financial advice before investing in the Fund. IPO Wealth provides only general advice which does not consider an individual investor’s objectives, financial situation or needs.