Kennedy Partners Wealth is an independent, boutique, private investment wealth adviser. We manage assets on behalf of clients who are wholesale or sophisticated investors, family offices, foundations, not for profits and Significant Investment Visa (SIV) applicants.Leveraging our many decades of global wealth management experience we offer tailored and objective wealth management services aligned to the specific needs of each client. Wealth management advice is implemented based client goals and solutions, not products.The focus of our investment strategies is:To fully understand the needs of our clients and establish a long term financial partnership.To identify and implement wealth creation opportunities focused to achieve the highest returns on a risk adjusted basisTo maintain a diversified asset allocation strategy which takes into account the cyclical nature of global markets.Kennedy Partners Wealth has its own Australian Financial Services Licence which allows it to partner with a number of key global service providers who combine to offer more secure, efficient and high-performance wealth management solutions to manage clients' wealth.AFSL No 411324

Website: kennedyandpartners.com.au

Employees: 10 - 19

HQ: N/A

Location: Sydney, NSW, AU

Revenue: 1 - 2.5 Million

Kennedy Partners Wealth is a Sydney-based independent private investment wealth adviser that manages assets on behalf of wholesale or sophisticated investors, family offices, foundations, not-for-profits, and Significant Investment Visa (SIV) applicants. With decades of global wealth management experience, the company offers tailored and objective wealth management services aligned to the specific needs of each client. Their investment strategies focus on identifying and implementing wealth creation opportunities that achieve the highest returns on a risk-adjusted basis, while maintaining a diversified asset allocation strategy that takes into account the cyclical nature of global markets. Kennedy Partners Wealth holds its own Australian Financial Services Licence, allowing it to partner with key global service providers to offer secure, efficient, and high-performance wealth management solutions. The company's team of experienced professionals, including Tim Bowers, CIO & Investment Adviser - Partner, Rune Henriksen, Chief Operating Officer, and Peter Kennedy, Chairman of the Board, are committed to establishing long-term financial partnerships with their clients. With a strong focus on client goals and solutions, rather than products, Kennedy Partners Wealth is well-positioned to help their clients achieve their financial objectives.

Kennedy Partners Wealth is a private wealth management company that helps people who have a lot of money to invest. They work with people who are good at investing, families, charities, and people who want to move to Australia. They use their many years of experience to create a plan that is perfect for each client. They don't try to sell you a product, they listen to what you want and create a plan to help you reach your financial goals. They want to build a long-term relationship with you and help you make the most money possible while managing risk. They have their own license, which allows them to work with other companies around the world to provide the best service possible.