Under the new brand structure, parent company Ironbark Financial Group will operate the following sub-brands:
- Ironbark Advice
- Ironbark Private Wealth
- Ironbark Investment Solutions
“We are excited about the role that Ironbark can play in the future of wealth management in Australia. We have built one business that at its core is about being the trusted home for Australians to get great advice, services and solutions, underpinned by strong governance and a fiduciary-led mindset."
Ironbark today has more than $93 billion1 under advice, management and trusteeship. Founded in 2009 by former Deutsche Bank colleagues Chris Larsen and Brendan Carpenter (COO and Deputy Group CEO), it is a privately held company with an experienced leadership team focused on growth. Ironbark’s new brand is part of its strategy to provide advice and investment solutions to a diverse client base and build on its position as a leading wealth management business.
Ironbark Advice offers everyday Australians and their families financial advice for all stages of life, including access to a breadth of solutions from lending and wealth protection to accounting and aged care.
Ironbark Private Wealth offers an extensive range of bespoke solutions for families, entrepreneurs, professionals and family offices who want to preserve their wealth and grow it for future generations.
Ironbark Investment Solutions consists of two businesses: funds management and corporate trustee services. The funds management business partners with investment managers to develop best-in-class solutions for wholesale and institutional investors. The corporate trustee business builds tailored funds and managed accounts in partnership with fund managers, consultants, advice firms and platforms.
“Bringing our businesses together under a single brand will make it easier for clients and partners to understand who we are and reinforce the breadth of the capabilities we have built over time,” Larsen said.
“Over the past 15-plus years we’ve built Ironbark with one belief at its core: when you put clients first and back that with strong governance, great outcomes follow.”
About Ironbark
Ironbark Financial Group is an Australian diversified financial services group offering advice, private wealth management, investment solutions and corporate trustee services. Ironbark has more than $93 billion2 under advice, management and trusteeship.
It offers clients access to a diverse range of investment solutions and advice for all stages of life.
Ironbark Advice employs 128 advisers3 across 35 locations4 in Queensland, New South Wales, Victoria, Tasmania, South Australia and the ACT, delivering expert advice for all stages of life, from financial advice, lending and wealth protection to accounting and aged care.
Ironbark Private Wealth provides sophisticated solutions for high-net-worth clients and their families, while Ironbark Investment Solutions funds management business partners with best-in-class global investment managers to develop solutions for wholesale and institutional investors and its corporate trustee business builds tailored funds and managed accounts in partnership with fund managers, consultants, advice firms and platforms.
Ironbark is an Australian privately held company, headquartered in Sydney.