Partners Wealth adds investment specialist

Andrew Lally
ANDREW LALLY
Partners Wealth Group Pty Ltd - Head Partners Private
APPOINTMENT
PARTNERS WEALTH GROUP PTY LTD
Date: 23 May 2022
Position: Head Partners Private
By Elizabeth Fry

Partners Wealth Group has hired Andrew Lally to run the group's wholesale investment business.

As head of Partners Private - which was launched late last year - Lally will oversee the strategy and growth of the group's bespoke wholesale investment arm.

This business offeris investment opportunities for high net-worth individuals usually reserved for investment banks, institutional investors, and family offices.

He joins from Hume Partners, where he was most recently an investment director overseeing a $1.2 billion investment portfolio across several high net-worth families.

Before that, he did a four-year stint at River Capital as head of credit.

Earlier, he spent eight years at AMP Capital splitting his time between equities and credit markets as a senior portfolio manager.

Partners Wealth Group managing director Matthew Cassidy said Lally's experience in the financial industry will continue to shape the group's vision of being a leading provider of financial advisory services.

"We are committed to ensuring the best investment opportunities are available to our valued clients, and Lally's expertise will allow us to reach new levels of success," Cassidy said.

"Lally's extensive experience in sourcing and structuring wholesale investment opportunities and delivering risk-adjusted returns for investors will be an asset to our clients and team."

The new recruit added that he looked forward to building relationships with clients and ensuring that their needs are met through the provision of exclusive and high-quality investment opportunities that we're able to source."