Powerwrap signs wealth boutique

Craig Emanuel
August 20, 2020

Powerwrap has announced it has entered into an agreement with new wealth management boutique Emanuel Whybourne, founded by Craig Emanuel and Tim Whybourne, which manages approximately $750 million in assets for high net worth (HNW) clients.

Under the terms of the deal, Powerwrap would provide platform administration and access to its reporting services for the firm’s HNW and ultra HNW investors as well as it would offer access to a range of asset classes including domestic and international fixed income, model portfolios and alternative assets.

“We selected Powerwrap as our platform provider largely due to their ability to manage the complexity of our client portfolios,” the manager said.

https://www.moneymanagement.com.au/news/financial-planning/powerwrap-signs-wealth-boutique

Important disclaimer

Emanuel Whybourne & Loehr Pty Ltd (ACN 643 542 590) is a Corporate Authorised Representative of EWL PRIVATE WEALTH PTY LTD (ABN: 92 657 938 102/AFS Licence 540185).Unless expressly stated otherwise, any advice included in this email is general advice only and has been prepared without considering your investment objectives or financial situation.

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Emanuel Whybourne & Loehr Pty Ltd (ACN 643 542 590) is a Corporate Authorised Representative of EWL PRIVATE WEALTH PTY LTD (ABN: 92 657 938 102/AFS Licence 540185).Unless expressly stated otherwise, any advice included in this email is general advice only and has been prepared without considering your investment objectives or financial situation.

There has been an increase in the number and sophistication of criminal cyber fraud attempts. Please telephone your contact person at our office (on a separately verified number) if you are concerned about the authenticity of any communication you receive from us. It is especially important that you do so to verify details recorded in any electronic communication (text or email) from us requesting that you pay, transfer or deposit money, including changes to bank account details. We will never contact you by electronic communication alone to tell you of a change to your payment details.

This email transmission including any attachments is only intended for the addressees and may contain confidential information. We do not represent or warrant that the integrity of this email transmission has been maintained. If you have received this email transmission in error, please immediately advise the sender by return email and then delete the email transmission and any copies of it from your system. Our privacy policy sets out how we handle personal information and can be obtained from our website.

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