Commonwealth Private unveil self-directed investment option for wholesale investors

Private Wealth Advantage is a self-directed investment option for wholesale investors.

Commonwealth Private Limited, the private banking arm of the Commonwealth Bank of Australia (CBA), has launched Private Wealth Advantage.

Informed by the insights of J.P. Morgan Asset Management (JPMAM), Private Wealth Advantage is a self-directed investment option for wholesale investors.

“Clients can access a wide range of quality investment opportunities, which have been researched and reviewed by a professional investment team,” said Susie Grehl, CBA’s executive general manager, wealth and private.

Investments and products clients can choose from include:

• Managed Accounts: Diversified Portfolios and Single Asset Class 
• Managed funds including Private markets, Alternatives and Global real assets 
• Domestic and offshore listed exchange-traded funds (ETFs) and Equities 
• Hybrid securities
• Thematic investing
• Direct equities
• Access to IPOs and placements 
• Wholesale fixed income – Over the counter (OTC) bonds 
• Margin Lending capabilities 
• Foreign exchange solutions

“This helps our clients to take an active role, while benefitting from the high-quality service clients expect and enjoy from Commonwealth Private,” Grehl said.