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2020 PRIVATE

2020 private logo

A range of services for high net worth individuals

Established in the tradition of 2020 DIRECTINVEST, 2020 Private provides direct access to exclusive investment opportunities for Sophisticated Investors. Our Private Clients can tap into an extensive network of experts who have deep insights into local and international investment markets, which we use to source and assess unique investment opportunities.

 

A team of specialists, working for you

Our team comprises of specialists in the financial markets and advisory disciplines including strategic advice, portfolio management and trade execution.

 

Established Investment Committee 

As a part of the Mason Stevens Group, we believe that strong and transparent governance is crucial for sustainable investment performance. That's why we have appointed a dedicated Investment Committee comprised of senior and experienced investment professionals with over a 100 years’ of industry experience. The aim of the Investment Committee is to ensure we always source high quality investment offerings that maximise the likelihood of each client achieving their required rate of return.

 

Transparent Pricing, working for your best interest

Our pricing is simple and transparent. This ensures there is no bias in recommending one investment over another, and there is no conflict of interest.

 

 

 

MANAGED ACCOUNTS

 
Managed discretionary account service  

SELF DIRECTED ACCOUNTS

 
Sophisticated investment solution  

EXCLUSIVE OPPORTUNITIES

 
Access opportunities as they arise.  

STRATEGIC ADVICE

 

Tailored investment strategies

 

 

If you would like to find out more about becoming a client, please contact us on 02 8273 2020 or register to receive updates and investment opportunities from 2020 Private.

 

Sophisticated Investors

2020 Private is a bespoke service for Sophisticated Investors, as defined by the Corporations Act 2001:

  • Have assets of at least $2.5 million; and/or
  • Have a gross income for each of the last 2 financial years of at least $250,000 per year.

In addition to meeting the qualification:

  • This criteria must be met by the applying entity (ie. individual, company, trust etc), and
  • Provide a certificate by a qualified accountant verifying that the criteria has been met.

 

 

 

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

PRIVACY POLICY  |  TERMS & CONDITIONS SITEMAP

© 2020 DIRECTINVEST 2016   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide