Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios. Led by an experienced team of professionals from large global investment and asset management firms, the firm was established more than 20 years ago and draws from its institutional heritage. Formerly operating as the wealth management division of Investec Private Bank, our founders Robert Lipman and Paul Burgon acquired the business in 2011 and in 2015 renamed it Lipman Burgon & Partners. As a true boutique wealth advisory business, we are unhindered by the conflicts of growth targeting, idea turnover and product association common among larger firms. The size of our portfolio allows us to balance access to global institutional investments and to participate meaningfully in bespoke opportunities that sit outside the typical scope of larger firms. Our managing partner Paul Burgon consistently ranks among the Top 25 financial advisors in Australia in the annual list compiled by The Australian and New York-based investment magazine Barron’s. In 2023, Paul ranked 6th and among the highest performers from a boutique wealth advisory firm, a testament to the culture of performance and service excellence that exists within our team. Lipman Burgon & Partners view each relationship with our clients as a partnership and our proven approach is to forge high quality, long-standing relationships that allow us to better service clients’ needs over time.

Website: http://lipmanburgon.com.au

Employees: 30

HQ: +61 2 9230 9600

Location: Sydney, New South Wales, AU

Revenue: $5 million

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Lipman Burgon & Partners is a specialist wealth management firm based in Sydney, Australia. With a team of experienced professionals, the company provides sophisticated solutions to private clients, family offices, and not-for-profit portfolios. The firm was established over 20 years ago and has a strong institutional heritage, having previously operated as the wealth management division of Investec Private Bank. Lipman Burgon & Partners differentiates itself from larger firms by offering a boutique wealth advisory service that is free from conflicts of interest and focused on building long-term relationships with clients. The firm's managing partner, Paul Burgon, consistently ranks among the top 25 financial advisors in Australia, demonstrating the company's commitment to service excellence and performance. With a focus on forging high-quality, long-standing relationships with clients, Lipman Burgon & Partners offers a unique and personalized approach to wealth management. The firm's proven track record and experienced team make it an attractive option for those seeking a trusted partner to manage their wealth.

Lipman Burgon & Partners is a company that helps people manage their money. They work with private clients, family offices, and not-for-profit organizations to create customized financial plans. The company has a team of experienced professionals who have worked at large global investment and asset management firms. They have been in business for over 20 years and were previously part of Investec Private Bank. In 2015, the founders, Robert Lipman and Paul Burgon, renamed the company Lipman Burgon & Partners. As a small, independent company, they can focus on their clients' needs without the pressure of meeting growth targets or selling certain products. They can invest in global institutions and also participate in unique opportunities that might not be available to larger firms. Paul Burgon, the managing partner, is consistently ranked among the top 25 financial advisors in Australia. At Lipman Burgon & Partners, they view their relationships with clients as partnerships and work to build long-term, high-quality relationships to better serve their clients' needs.