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Partners Wealth Group announces new head of Partners Private

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Miranda Brownlee
24 May 2022 — 1 minute read

Wealth management, advice and SMSF services firm Partners Wealth Group has appointed Andrew Lally as head of Partners Private as the firm looks to bolster its wholesale investment arm.

Partners Wealth Group has appointed the former investment director at Hume Partners, Andrew Lally, as the new head of Partners Private.

Mr Lally brings more than 25 years of experience in the financial services industry across institutional funds management and high-net-worth family offices.

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He will be overseeing the strategy and growth for Partners Private, which is Partners Wealth Group’s bespoke wholesale investment arm, offering investment opportunities for high-net-worth individuals that are usually reserved for investment banks, institutional investors and family offices.

Partners Wealth Group managing director Mathew Cassidy said he was thrilled to welcome Mr Lally to the Partners Wealth Group team.

“We are committed to ensuring the best investment opportunities are available to our valued clients and Lally’s expertise will allow us to reach new levels of success,” said Mr Cassidy.

“Lally’s extensive experience in sourcing and structuring wholesale investment opportunities and delivering risk adjusted returns for investors will be an asset to our clients and team.”

Mr Lally said he looked forward to building relationships with clients and “ensuring that their needs are met through the provision of exclusive and high-quality investment opportunities that we’re able to source”.

Miranda Brownlee

Miranda Brownlee

Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.

Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates.
Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.

You can email Miranda on: [email protected]momentummedia.com.au
Partners Wealth Group announces new head of Partners Private
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