Andrew Coleman and Greg Wang from Teaminvest Private Group (TIP) discuss the TIP Financial Services Opportunities Fund. The Fund leverages TIP’s existing set of curated assets to micro-target attractive investment sectors benefiting from the dynamics around the intergenerational wealth transfer, while delivering income, capital growth and portfolio diversification benefits.
Key focus areas of the Fund include:
- Facilitating succession of promising wealth advisory and funds management boutiques to younger talent
- Debt led investment strategy to underscore the preservation of independence, culture and control of the people and boutiques
- Making available on an opt-is basis, TIP’s ASX-grade ecosystem for value-add
The Fund will only be available to Wholesale Investors.
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