Lipman Burgon & Partners

Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios. Led by an experienced team of professionals from large global investment and asset management firms, the firm was established more than 20 years ago and draws from its institutional heritage. Formerly operating as the wealth management division of Investec Private Bank, our founders Robert Lipman and Paul Burgon acquired the business in 2011 and in 2015 renamed it Lipman Burgon & Partners. As a true boutique wealth advisory business, we are unhindered by the conflicts of growth targeting, idea...

High net wealth clients,tailored advice,inter-generational wealth transfers,tax structures,complex entities,estate planning,superannuation,investment management,customised portfolios,customised asset allocation,wholesale investors,sophisticated investors,and access to wholesale investments

Lipman burgon & partners operates in the Financial services industry.

Lipman burgon & partners's revenue is 11m - 100m

Lipman burgon & partners has 11 - 50 employees.