Peak Investment Partners is a boutique asset management firm located in Sydney, Australia, offering personalized investment portfolios and expert advice to high-net-worth individuals, families, and not-for-profit organizations. Established in 2003, Peak has nearly two decades of experience in helping clients achieve their investment goals. The firm takes a tailored approach to investing, with a team of advisers dedicated to understanding each client’s unique circumstances and providing private, trusted advice to support informed financial decision-making.
Committed to delivering the highest level of service, Peak Investment Partners focuses on building long-term relationships with clients and serving as a trusted partner in their financial journey. The portfolio managers at Peak bring a wealth of experience and expertise in research and funds management, having held senior positions at renowned investment banks and fund managers globally. This deep understanding of global investment markets enables Peak to consistently deliver superior portfolio outcomes for its clients, navigating the complexities of the financial landscape with skill and precision.
specialising in individually designed portfolios tailored to specific needs and risk tolerance, Peak Investment Partners also offers a range of model portfolios to cater to diverse investment objectives. With a philosophy of ‘Performance with relationship,’ Peak emphasizes the importance of maintaining strong client relationships while striving to achieve superior risk-adjusted returns. Located at Level 11, 56 Pitt Street in Sydney, Peak Investment Partners is dedicated to providing exceptional service and customized investment solutions to help clients reach their financial aspirations.