Dedicated Client Relationship Manager Enjoy better service with a Dedicated Client Relationship Manager

There’s nothing more important than having a direct point of contact when it comes to your investments

It’s common sense, but looking after your customers is key to running a successful business.

Personalised service at its best

IPO Wealth’s focus on High Net Worth investors who are wholesale clients means we can dedicate more time to each investor – and our clients notice the difference! 

Every investor has a dedicated Australia-based point of contact and receives their direct email address and mobile number.

No more being treated like a number

When you call IPO Wealth there are no automated voice-activated help systems.  Your call is answered by our Australia-based team and we place great pride in minimal hold times and responsive customer service. 

We endeavour to answer all queries within 1 business day (often just a matter of hours), which is a level of service High Net Worth investors should expect as a bare minimum.

 

Enquire today…

One of our friendly, Australia-based, dedicated Client Relationship Managers will contact you to assess your eligibility and outline your investment options.

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*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. 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 and 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), the term sheet for the relevant offer, 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.