Assets under management
PRIVATE EQUITY, STOCKS AND SHARES, BONDS AND DIGITAL ASSETS
Private equity transactions
With years of client-focused financial experience, we pride ourselves on our transparency and goal-oriented approach. Our financial advisors help you build a portfolio that suits your investing style, risk tolerance and life goals.
At AZ Private Wealth Services we provide wealth management services for both retail and institutional investors worldwide.
The AZ Private Wealth Services head office is in the heart of Sydney plus we have an extensive network of financial analysts located around the world in order to provide our clients access to investments on a global scale.
After becoming a client you will gain access to your personal portfolio manager. You will receive monthly account statements showing your portfolio in full and can watch your capital grow week by week, month by month and year on year.
Your dreams and financial aspirations are unique, so we’ll carefully tailor the financial advice we give you, and the way we provide it. That said, whilst you’ll benefit from personalized support from your dedicated account manager, we understand there are similarities amongst some client groups.
AZ Private Wealth Services has $39.7 million in assets under management. Since then we have grown to manage more than $420 million and this number is growing rapidly as our clients portfolios continue to perform way ahead of the industry benchmark.
Here at AZ Private Wealth Services we also invest our own capital into every trade and investment we make, it is these numbers and methods that give us the edge, allowing us to enter into opportunities together. These opportunities would otherwise be out of reach for the average retail investor.
As AZ Private Wealth Services looks back on the last two years, we’ve experienced disruptions within our world that have tested the resiliency of our global economy, local communities and society. Yet, in the face of immense challenge, we’ve succeeded where others have failed. We have consistently made our clients money through it all, thanks to a string of investments that have emerged as winners in the new normal.