Exclusively For Wholesale Investors

Wholesale investors seek better service and returns

IPO Wealth’s investment solutions are tailored specifically to Wholesale investors, which generally-speaking, represents investors with hundreds of thousands or millions of dollars to invest.  

Note: IPO Wealth is authorised to accept investment in the IPO Wealth Fund from wholesale investors only.  The offer is not available to retail investors.

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IPO Wealth recognises that investors with this level of capacity are in fact adding greater value to the investments they make compared to retail investors, who generally have a smaller investment capacity.  This is why we provide the opportunity for better returns and a more personalised level of customer service.

By specifically tailoring our term-based investment products to High Net Worth individuals (i.e. Wholesale investors) we are able to go the extra mile to ensure a truly seamless and gratifying experience.

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. 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.