Peak Plus Managed Accounts
Put simply, Peak is about making smart investments to produce superior returns. (For Wholesale Investors Only)
Our managed account service provides a hassle-free investment solution that allows you to hand over the responsibility of managing your investments to a team of experienced professionals.
The Peak Plus Managed Account Service bridges the gap between investors and investable opportunities by seeking to leverage both our access and network, to bring you curated qualified deal flow with a hands on management approach.
- Each position will be held on the clients Holder Identification Number (HIN) with real-time viewing accessible through and online portal.
- Clients have priority access to both Peak and external secondary market transactions, including Pre-IPO's, in which Peak is co-investing.
- Peak Plus will only open the service to a maximum of 100 investors, with a minimum investment of $100,000.
- No more admin and accounting hassle, we will do it for you!
- There will be an open period for applications and it will close when the maximum number of participants or funds is reached. No withdrawals will be permitted for a period of six months.
Please note: past performance is not an indication of future performance.
Australian Financial Services Licensing
Peak Plus Pty Ltd (PEAK) is a corporate authorised representative (#1295491) of Bellwether Partners Limited (AFSL #1302673).
General Information
The information, opinions and other materials appearing on the Web Site are of a general nature only and shall not be construed as advice. Peak accepts no responsibility for the accuracy or completeness of the information, opinions or other materials provided on or accessible through the Web Site. The Web Site has not been prepared with reference to your individual financial or personal circumstances. Where this Web Site contains reference to any financial products, you should obtain the current Product Disclosure Statement (PDS), Prospectus or other disclosure documents for the particular products and consider this information before making any decisions regarding the products. You should not rely on any advice in this Web Site without first seeking appropriate professional, financial and legal advice. Further, where Peak makes third party material available or accessible through the Web Site you acknowledge that Peak is a distributor and not a publisher of that content and that its editorial control is limited to the selection of those materials to make available. General Advice Warning: Information provided by Peak is General Advice and does not take account of your objectives, financial situation or needs. Before acting on this General Advice you should consider the appropriateness of the information having regard to your situation. Peak recommends investors obtain professional financial advice and consider all relevant information and material before an investment decision is made.
Prior to founding Peak in 2013, Niv headed up HC Securities; spent three years growing its capital markets division and worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional, intermediary and offshore clients.
Niv takes an active approach in managing client funds and is passionate about backing strong management teams that deliver shareholder value. Niv’s focus is identifying great companies that are traditionally not offered to retail & institutional investors and sees a large opportunity in assisting Australian companies expand their presence in the North American markets.
David is presently the Chairman and CIO at Bellwether Partners where he has achieved outstanding returns across multiple fund strategies. He founded Contago MicroCap Limited and he was the portfolio manager from 2004-2011. Prior to establishing Contango he was the Managing Director and CIO of HSBC Asset Management. During the period funds under management rose from $700million to $6.3 billion.
Preceding his role at Peak, Louis spent four years at Asenna Wealth Solutions across the trading and corporate advisory desk, offering Portfolio Management and trading strategies to wholesale and retail clientele.
Prior to capital markets Louis worked in mineral recovery at Newmont.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.peakassetmanagement.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
This offer of securities is available to sophisticated investors only. This product listing was vetted by and approved by the issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the securities.
General Disclaimer
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