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Models Overview 2016
Models Overview 2016 1
Income 2
Income & Growth 3
Growth 4
Recovery 5
Smaller Companies 6
Income Securities 7
Independent Portfolio Management Company Peak established in 2003 providing ‘individually managed portfolios’ (IMA’s) Strong relationship with over 250 families with over 300 individual portfolios Portfolios under management of $400m
Investment Solutions for you Personal service with direct access to your own portfolio management team We listen to and understand your Needs & Risks We establish and manage your own individual portfolio Achieve after tax returns that meets your investment goals
Your Personal Portfolio Management Team Experience Ian Wenham – CEO, CIO ex BZW Australasia Research Director & Lowy Family > 30 yrs Richard Nicholas – Director ex ANZ Private Bank, Hill Samuel (HK) & UBS (UK) > 30 yrs Andrew Martin - Director ex ABN Amro, Deutsche Bank (US) & BZW Australia > 25 yrs Paul Israel – Portfolio Manager ex Navin & Etrade > 15 yrs Kim McQuaid, Irene Parker & Shellee Parker – Relationship & Admin Team
Direct Securities Manage Direct Australian Equities, Australian Hybrid income securities and overseas investments
Our Clients High net worth families - Individuals, Family Trusts, DIY Super, Companies & Not for Profits
Portfolio Services Your own designed Portfolio ‘IMA’ >$500,000 through Peak Your choice of Peak Model Portfolios ‘SMA’ < $500,000 through Powerwrap ‘Smartwrap’ investment via PDS
Fees Annual Management Fees – normally tax deductible, but please check with your accountant
Model Portfolios Performance – Please choose whatever combination suits your needs and risk
TO 31 AUG 2016 Lower Risk Medium Risk Higher Risk Higher Risk Lower Risk
Lower Risk
MODEL PORTFOLIOS
Income Equities
Inc + Growth Equities
Growth Equities
Smaller Co. Eqts
Income Hybrid
Securities
Model Mix 50% Hybrids 50% Inc. Eqts
12 months 13.7% 12.6% 15.8% 31.0% 4.9% 9.3%
ASX 300 Acc. index 9.7% 9.7% 9.7% 26.5%* 5.0%** 7.4%
Gain over index +4.0% +2.9% +6.1% +4.5% -0.1% +1.9%
2 years p.a. 9.2% 7.2% 8.7% 18.7% 3.1% 6.2%
ASX 300 Acc. index 3.0% 3.0% 3.0% 7.0%* 5.0%** 4.0%
Gain over index +6.2% +4.2% +5.7% +11.7% -1.9% +2.2%
3 years p.a. 12.6% 9.7% 10.9% 16.4% 4.2% 8.4%
ASX 300 Acc. index 6.6% 6.6% 6.6% 7.1%* 5.0%** 5.8%
Gain over index +6.0% +3.1% +4.3% +9.3% -0.8% +2.6%
Source: Praemium, Peak Investment Partners * ASX Smaller Ordinaries Acc. index ** 5.0% Fixed Past performance is not a reliable indicator of future performance The above indicative returns are from Powerwrap model portfolios, and reflect the views of the Peak investment committee Returns include tax credits and includes fees and brokerage.
Peak Investment Partners Pty Ltd is an Authorised Representative of Peak Investment Holdings Pty Ltd AFSL 304008 Level 11, 56 Pitt Street, Sydney NSW 2000, Australia
Peak Investment Partners Portfolio Management Service in Direct Shares
Contact Richard Nicholas: +612 8274 5809 or 0419 129 112 I richardn@peakinvest.com.au I www.peakinvest.com.au
Performance with Relationship
PeakInvestmentPartners
IncomeModelAugust2016
ThePeakIncomeModelisaportfolioconstructedofhigheryieldingAustralianshares,hybridsecuritiesandfixedincomenotes.Itaimstoprovideinvestorswithastableincomestreamwithdiversificationbenefitstoreducerisk.
1
Portfoliodescription
ThePeakInvestmentPartnersIncomeModelisaseparatelymanagedaccount(SMA)activelymanagedbyPeakInvestmentPartners(Peak).SMAs are professionally managed portfolios of direct shares wherethe investor receives beneficial ownership of the underlyingsecurities.
Investorprofile
ThePeakIncomeModelisdesignedforinvestorswho:• Seekataxeffectiveincomestreamwithsomecapitalgrowth.• Haveamediumtolong-terminvestmenthorizon• Accepttheriskofsignificantsharepricefluctuations
Keyportfoliofeatures
ModelInception 09/08/2012
Benchmark S&P/ASX300Accum.Indx
NumberofStocks 10-25
InvestmentHorizon Over3years
AuthorisedInvestments AustralianShares,Cash&FixedInterest
Performanceto31stAugust2016
Return% 1Year(%pa)
2Years(%pa)
3years(%pa)
PeakIncomeModel 13.7% 9.2% 12.6%
S&P/ASX300Accum. 6.7% 3.0% 6.6%
Outperformance +7.0% +6.2% +6.0%Figures presented are provided by Powerwrap and are after expensesInformationcorrectasat31stAugust2016
Pastperformanceisnotareliableindicatoroffutureperformance.Whilereturnsaboveand the chart below are from the model portfolio withinPowerwrap, they are not theactualperformancebutindicativeoftheportfolioperformanceinPowerwrap.
2
Top10Holdings
# Company PortfolioWeighting
1 SparkInfrastructureGroup 7.0%
2 CommonwealthBankofAustralia 7.0%
3 APAGroup 6.2%
4 WestpacBankingCorporation 6.2%
5 TelstraCorporationLimited 6.1%
6 TransurbanGroup 6.0%
7 NationalAustraliaBankLimited 6.0%
8 FolkestoneEducationTrust 5.8%
9 AustraliaandNewZealandBankingGroup 5.8%
10 Stockland 5.3%
Sectorallocation
© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorisedrepresentativeofPeakInvestmentHoldingsPtyLtd(ABN17118685993)whoholdsanAustralian Financial Service Licence No.304008. This document provides generalinformationonlyandisnotintendedtobearecommendationtoinvestinanyproductorfinancialservice mentionedabove.The general informationin thisdocumenthasbeenprepared without reference to any recipient’s objectives, financial situation or needs.Beforemakinganyfinancialinvestmentdecisionswerecommendrecipientsobtainlegalandtaxationadviceappropriatetotheirparticularneeds.PleaseconsulttheappropriateProduct Disclosure Statement for information regarding the Smaller Companies ModelPortfolio.
PeakInvestmentPartnersFounded in2003,Peak isa successfulboutiqueAustralian portfoliomanagerwhopartnerswithsuccessful individuals,familiesand 'notfor profit' organisations to achieve their investment managementgoals. Predominantly owned and operated by its directors, Peakdelivers independent, trusted advice and matches investmentsolutionstoindividualneeds,wantsandcircumstances.
Directors Ian Wenham, Richard Nicholas and Andrew Martin areexperiencedinresearchand fundsmanagement,havingheldseniorpositions with leading global investment banks in Australia, HongKong,NewYorkandLondon.
Theirexpertiseatmanaginginvestmentportfolioscombinedwithin-depth experience in global investment markets means that Peakconsistentlyachievessuperiorportfoliooutcomesforitsclients.
Contactusformoreinformation:(+612)82745800Iinfo@peakinvest.com.auIwww.peakinvest.com.au
PeakInvestmentPartners
Income&GrowthModelAugust2016
ThePeakIncome&GrowthModelisdesignedforinvestorswithamediumlevelriskappetiteandwhorequireamixofstableincomeandcapitalgrowth.
1
Portfoliodescription
The Peak Investment Partners Income & Growth Model is aseparately managed account (SMA) actively managed by PeakInvestment Partners (Peak). SMAs are professionally managedportfolios of direct shares where the investor receives beneficialownershipoftheunderlyingsecurities.
Investorprofile
ThePeakIncome&GrowthModelisdesignedforinvestorswho:• Seekataxeffectiveincomestreamwithsomecapitalgrowth.• Haveamediumtolong-terminvestmenthorizon• Accepttheriskofsignificantsharepricefluctuations
Keyportfoliofeatures
ModelInception 09/08/2012
Benchmark S&P/ASX300AccumulationIndex
NumberofStocks 10-25
InvestmentHorizon Over3years
AuthorisedInvestments AustralianShares
Performanceto31stAugust2016
Return% 1Year(%pa)
2Years(%pa)
3Years(%pa)
PeakBalancedModel 12.6% 7.2% 9.7%
S&P/ASX300Accum. 9.7% 6.6% 3.0%
Outperformance +2.9% +0.6% +6.7%Figures presented are provided by Powerwrap and are after expenses.InformationcorrectasatAugust2016.
Past performance is not a reliable indicator of future performance. The returns aboveandinthechartbelowarefromthemodelportfoliowithinPowerwrap.TheyarenottheactualperformancebutindicativeoftheportfolioperformanceinPowerwrap.
2
Top10Holdings
# Company PortfolioWeighting
1 TransurbanGroup 7.1%
2 CommonwealthBankofAustralia 7.0%
3 NationalAustraliaBank 6.0%
4 MacquarieGroupLimited 6.0%
5 RamsayHealthCareLimited 5.9%
6 BramblesLimited 5.6%
7 AustraliaandNewZealandBankingGroup 5.2%
8 CSLLimited 5.0%
9 QubeHoldingsLimited 4.9%
10 AmcorLimited 4.8%
Sectorallocation
© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorisedrepresentativeofPeakInvestmentHoldingsPtyLtd(ABN17118685993)whoholdsanAustralian Financial Service Licence No.304008. This document provides generalinformationonlyandisnotintendedtobearecommendationtoinvestinanyproductorfinancialservice mentionedabove.The general informationin thisdocumenthasbeenprepared without reference to any recipient’s objectives, financial situation or needs.Beforemakinganyfinancialinvestmentdecisionswerecommendrecipientsobtainlegalandtaxationadviceappropriatetotheirparticularneeds.PleaseconsulttheappropriateProduct Disclosure Statement for information regarding the Smaller Companies ModelPortfolio.
PeakInvestmentPartnersFounded in2003,Peak isa successfulboutiqueAustralian portfoliomanagerwhopartnerswithsuccessful individuals,familiesand 'notfor profit' organisations to achieve their investment managementgoals. Predominantly owned and operated by its directors, Peakdelivers independent, trusted advice and matches investmentsolutionstoindividualneeds,wantsandcircumstances.
Directors Ian Wenham, Richard Nicholas and Andrew Martin areexperiencedinresearchand fundsmanagement,havingheldseniorpositions with leading global investment banks in Australia, HongKong,NewYorkandLondon.
Theirexpertiseatmanaginginvestmentportfolioscombinedwithin-depth experience in global investment markets means that Peakconsistentlyachievessuperiorportfoliooutcomesforitsclients.
Contactusformoreinformation:(+612)82745800Iinfo@peakinvest.com.auIwww.peakinvest.com.au
PeakInvestmentPartners
GrowthEquitiesModelAugust2016
ThePeakGrowthEquitiesModelisdesignedtoprovidinginvestorswithstablelongtermcapitalgains,consistentrealreturnsanddiversificationbenefitstoreducerisk.
1
Portfoliodescription
ThePeakInvestmentPartnersGrowthEquitiesModelisaseparatelymanaged account (SMA) actively managed by Peak InvestmentPartners(Peak).SMAsareprofessionallymanagedportfoliosofdirectshares where the investor receives beneficial ownership of theunderlyingsecurities.
Investorprofile
ThePeakGrowthEquitiesModelisdesignedforinvestorswho:• Seekprospectsforcapitalgrowthwithsomeincome.• Haveamediumtolong-terminvestmenthorizon• Accepttheriskofsignificantsharepricefluctuations
Keyportfoliofeatures
ModelInception 09/08/2012
Benchmark S&P/ASX300AccumulationIndex
NumberofStocks 10-25
InvestmentHorizon Over3years
AuthorisedInvestments AustralianShares
Performanceto31stAugust2016
Return% 1Year(%pa)
2Years(%pa)
3Years(%pa)
PeakGrowthModel 15.8% 8.7% 10.9%
S&P/ASX300Accum. 9.7% 3.0% 6.6%
Outperformance +6.1% +5.7% +4.3%Figures presented are provided by Powerwrap and are after expenses.Informationcorrectasat31August2016.
Past performance is not a reliable indicatorof future performance. The returnsaboveandinthechartbelowarefromthemodelportfoliowithinPowerwrap.Theyarenottheactualperformancebutindicativeoftheportfolioperformance.
2
Top10Holdings
# Company PortfolioWeighting
1 CommonwealthBankofAustralia 6.7%
2 RamsayHealthCareLimited 6.4%
3 MacquarieGroupLimited 5.7%
4 AmcorLimited 5.4%
5 CSLLimited 5.0%
6 NationalAustraliaBank 4.9%
7 WesfarmersLimited 4.9%
8 BramblesLiited 4.7%
9 JamesHardieIndustries 4.6%
10 AustraliaandNewZealandBankingGroup 4.5%
Sectorallocation
© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorisedrepresentativeofPeakInvestmentHoldingsPtyLtd(ABN17118685993)whoholdsanAustralian Financial Service Licence No.304008. This document provides generalinformationonlyandisnotintendedtobearecommendationtoinvestinanyproductorfinancialservicementionedabove.Thegeneral informationin thisdocumenthasbeenprepared without reference to any recipient’s objectives, financial situation or needs.Beforemakinganyfinancialinvestmentdecisionswerecommendrecipientsobtainlegalandtaxationadviceappropriatetotheirparticularneeds.PleaseconsulttheappropriateProduct Disclosure Statement for information regarding the Smaller CompaniesModelPortfolio.
PeakInvestmentPartnersFounded in2003,Peak isa successfulboutiqueAustralian portfoliomanagerwhopartnerswithsuccessful individuals,familiesand 'notfor profit' organisations to achieve their investment managementgoals. Predominantly owned and operated by its directors, Peakdelivers independent, trusted advice and matches investmentsolutionstoindividualneeds,wantsandcircumstances.
Directors Ian Wenham, Richard Nicholas and Andrew Martin areexperiencedinresearchand fundsmanagement,havingheldseniorpositions with leading global investment banks in Australia, HongKong,NewYorkandLondon.
Theirexpertiseatmanaginginvestmentportfolioscombinedwithin-depth experience in global investment markets means that Peakconsistentlyachievessuperiorportfoliooutcomesforitsclients.
Contactusformoreinformation:(+612)82745800Iinfo@peakinvest.com.auIwww.peakinvest.com.au
PeakInvestmentPartners
RecoveryModelAugust2016
ThePeakRecoveryPortfolioisdesignedforhigherriskinvestorslookingtobenefitfromcompanieswhosesharepricesbecome‘oversold’andpresenttheopportunityforrecoveryinshareprices.
1
PortfoliodescriptionThe Peak Investment Partners Recovery Model is a separately managed account (SMA) actively managed by Peak Investment Partners (Peak). SMAs are professionally managed portfolios of direct shares where the investor receives beneficial ownership of the underlying securities.
InvestorprofileThe Peak Recovery Model is designed for investors who: • Seek a tax effective income stream with some capital growth. • Have a medium to long-term investment horizon • Accept the risk of significant share price fluctuations
Keyportfoliofeatures
ModelInception 09/08/2012
Benchmark S&P/ASX300AccumulationIndex
NumberofStocks 15-25
InvestmentHorizon Over3years
AuthorisedInvestments AustralianShares
Performanceto31stAugust2016
Return% 1Year(%pa)
2Years(%pa)
3Years(%pa)
PeakRecoveryModel 15.9% 1.6% 5.1%
S&P/ASX300Accum. 9.7% 3.0% 6.6%
Outperformance +6.2% -1.4% -1.5%FigurespresentedareprovidedbyPowerwrapandareafterexpenses.
Informationcorrectasat31stAugust2016
Pastperformanceisnotareliableindicatoroffutureperformance.Whilereturnsaboveand the chartbeloware from themodelportfoliowithinPowerwrap, theyarenot theactualperformancebutindicativeoftheportfolioperformanceinPowerwrap.
2
Top10Holdings
# Company PortfolioWeighting
1 ArdentLeisureGroup 5.6%
2 BluescopeSteelLimited 5.3%
3 RamsayHealthCare 5.2%
4 FlightCenterTravelGroupLimited 4.8%
5 FairfaxMediaLimited 4.6%
6 SeekLimited 4.2%
7 WoolworthsLimited 4.1%
8 ChallengerLimited 4.1%
9 MacquarieGroupLimited 4.1%
10 WestpacBankingCorporation 4.0%
Sectorallocation
© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorisedrepresentativeofPeakInvestmentHoldingsPtyLtd(ABN17118685993)whoholdsanAustralian Financial Service Licence No.304008. This document provides generalinformationonlyandisnotintendedtobearecommendationtoinvestinanyproductorfinancialservicementionedabove.Thegeneral informationin thisdocumenthasbeenprepared without reference to any recipient’s objectives, financial situation or needs.Beforemakinganyfinancialinvestmentdecisionswerecommendrecipientsobtainlegalandtaxationadviceappropriatetotheirparticularneeds.PleaseconsulttheappropriateProduct Disclosure Statement for information regarding the Smaller CompaniesModelPortfolio.
PeakInvestmentPartnersFounded in 2003, Peak isa successful boutiqueAustralianportfoliomanagerwhopartnerswithsuccessful individuals, familiesand 'notfor profit' organisations to achieve their investment managementgoals. Predominantly owned and operated by its directors, Peakdelivers independent, trusted advice and matches investmentsolutionstoindividualneeds,wantsandcircumstances.
Directors Ian Wenham, Richard Nicholas and Andrew Martin areexperiencedin researchand fundsmanagement,havingheldseniorpositions with leading global investment banks in Australia, HongKong,NewYorkandLondon.
Theirexpertiseatmanaginginvestmentportfolioscombinedwithin-depth experience in global investment markets means that Peakconsistentlyachievessuperiorportfoliooutcomesforitsclients.
Contactusformoreinformation:(+612)82745800Iinfo@peakinvest.com.auIwww.peakinvest.com.au
PeakInvestmentPartners
SmallerCompaniesModelAugust2016
ThePeakSmallerCompaniesModelisdesignedforgrowthopportunitiesholdingstocksthatareunderrecognisedintheglobalmarketplaceallowinginvestorstoreapgainsbeforemutualfundsinvest.
1
Portfoliodescription
The Peak Investment Partners Smaller Companies Model is aseparately managed account (SMA) actively managed by PeakInvestment Partners (Peak). SMAs are professionally managedportfolios of direct shares where the investor receives beneficialownershipoftheunderlyingsecurities.
Investorprofile
ThePeakSmallerCompaniesModelisdesignedforinvestorswho:• Seekprospectsforcapitalgrowthwithsomeincome.• Haveamediumtolong-terminvestmenthorizon• Accepttheriskofsignificantsharepricefluctuations
Keyportfoliofeatures
ModelInception 09/08/2012
Benchmark S&P/ASXSmallOrdsAccum.Index
NumberofStocks 15–35
InvestmentHorizon Over3years
AuthorisedInvestments AustralianShares
Performanceto31stAugust2016
Return% 1Year(%pa)
2Years(%pa)
3Years(%pa)
PeakSmallCapModel 31.0% 18.7% 16.4%
S&PSmallOrdsAccum. 26.5% 7.0% 7.1%
Outperformance +4.5% +11.7% +9.3%Figures presented are provided by Powerwrap and are after expensesInformationcorrectasat31stAugust2016
Past performance is not a reliable indicator of future performance. The returnsaboveandinthechartbelowarefromthemodelportfoliowithinPowerwrap.TheyarenottheactualperformancebutindicativeoftheportfolioperformanceinPowerwrap.
2
Top10Holdings
# Company PortfolioWeighting
1 ImpedimedLimited 4.2%
2 NanosonicsLimited 4.1%
3 EmerchantsLimited 3.7%
4 AconexLimited 3.7%
5 PactGroupHoldings 3.6%
6 TheA2MilkCompany 3.5%
7 WebjectLimited 3.5%
8 AltiumLimited 3.3%
9 CatapultGroupInternationalLtd 3.3%
10 IsentiaGroupLimited 3.2%
Sectorallocation
© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorisedrepresentativeofPeakInvestmentHoldingsPtyLtd(ABN17118685993)whoholdsanAustralian Financial Service Licence No.304008. This document provides generalinformationonlyandisnotintendedtobearecommendationtoinvestinanyproductorfinancialservicementionedabove.Thegeneral informationin thisdocumenthasbeenprepared without reference to any recipient’s objectives, financial situation or needs.Beforemakinganyfinancialinvestmentdecisionswerecommendrecipientsobtainlegalandtaxationadviceappropriatetotheirparticularneeds.PleaseconsulttheappropriateProduct Disclosure Statement for information regarding theSmaller CompaniesModelPortfolio.
PeakInvestmentPartnersFounded in2003,Peak isa successfulboutiqueAustralian portfoliomanagerwhopartnerswithsuccessful individuals,familiesand 'notfor profit' organisations to achieve their investment managementgoals. Predominantly owned and operated by its directors, Peakdelivers independent, trusted advice and matches investmentsolutionstoindividualneeds,wantsandcircumstances.
Directors Ian Wenham, Richard Nicholas and Andrew Martin areexperiencedinresearchand fundsmanagement,havingheldseniorpositions with leading global investment banks in Australia, HongKong,NewYorkandLondon.
Theirexpertiseatmanaginginvestmentportfolioscombinedwithin-depth experience in global investment markets means that Peakconsistentlyachievessuperiorportfoliooutcomesforitsclients.
Contactusformoreinformation:(+612)82745800Iinfo@peakinvest.com.auIwww.peakinvest.com.au
PeakInvestmentPartners
IncomeHybridModelAugust2016
ThePeakIncomeHybridModelisdesignedforlowerriskinvestorswhorequireanaboveaverageincomeyieldfromaportfolioofprincipallyfloatingrateandincome/hybridsecurities.
1
Portfoliodescription
The Peak Investment Partners Income Hybrid Model is a separatelymanaged account (SMA) actively managed by Peak InvestmentPartners(Peak).SMAsareprofessionallymanagedportfoliosofdirectshares where the investor receives beneficial ownership of theunderlyingsecurities.
Investorprofile
ThePeakIncomeHybridModelisdesignedforinvestorswho:• Havealowerriskprofileandrequireapremiumovercash• Haveamediumtolongterminvestmenthorizon
Keyportfoliofeatures
ModelInception 09/08/2012
Benchmark FixedBenchmark–5%
NumberofStocks 15–25
InvestmentHorizon Over3years
AuthorisedInvestments HybridSecuritieslistedontheASX
Performanceto31stAugust2016
Return% 1Year(%pa)
2Years(%pa)
3Years(%pa)
PeakIncomeHybridModel 4.9% 3.1% 4.2%
FixedBenchmark 5% 5% 5%
Outperformance -0.1% -1.9% -0.8%FigurespresentedareprovidedbyPowerwrapandareafterexpenses.
Informationcorrectasat31stAugust2016
Pastperformanceisnotareliableindicatoroffutureperformance.Whilereturnsaboveand the chart below are from the model portfolio within Praemium, they are not theactualperformancebutindicativeoftheportfolioperformanceinPowerwrap.
2
Top10Holdings
# Company PortfolioWeighting
1 RamsayHealthCareLimited 13.6%
2 GoodmanPlus 12.4%
3 HeritageBankLimited 11.4%
4 ColonialHoldingCompanyLimited 11.2%
5 OriginEnergyLimited 11.2%
6 TabcorpHoldingsLimited 11.2%
7 CommonwealthBankofAustralia 7.6%
8 MacquarieGroupLimited 7.4%
9 CrownResortsLimited 7.1%
10 APTPipelinesLimited 6.9%
Sectorallocation
© 2016 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorisedrepresentativeofPeakInvestmentHoldingsPtyLtd(ABN17118685993)whoholdsanAustralian Financial Service Licence No.304008. This document provides generalinformationonlyandisnotintendedtobearecommendationtoinvestinanyproductorfinancialservice mentionedabove.The general informationin thisdocumenthasbeenprepared without reference to any recipient’s objectives, financial situation or needs.Beforemakinganyfinancialinvestmentdecisionswerecommendrecipientsobtainlegalandtaxationadviceappropriatetotheirparticularneeds.PleaseconsulttheappropriateProduct Disclosure Statement for information regarding the Smaller Companies ModelPortfolio.
PeakInvestmentPartnersFounded in 2003, Peak is a successful boutique Australian portfolio manager who partners with successful individuals, families and 'not for profit' organisations to achieve their investment management goals. Predominantly owned and operated by its directors, Peak delivers independent, trusted advice and matches investment solutions to individual needs, wants and circumstances.
Directors Ian Wenham, Richard Nicholas and Andrew Martin are experienced in research and funds management, having held senior positions with leading global investment banks in Australia, Hong Kong, New York and London.
Their expertise at managing investment portfolios combined with in-depth experience in global investment markets means that Peak consistently achieves superior portfolio outcomes for its clients.
Contactusformoreinformation:(+612)82745800Iinfo@peakinvest.com.auIwww.peakinvest.com.au
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