Proactiveinvestors Australia IPO Wealth https://www.proactiveinvestors.com.au Proactiveinvestors Australia IPO Wealth RSS feed en Tue, 21 May 2019 20:51:08 +1000 http://blogs.law.harvard.edu/tech/rss Genera CMS action@proactiveinvestors.com (Proactiveinvestors) action@proactiveinvestors.com (Proactiveinvestors) <![CDATA[Media files - IPO Wealth expands to Sydney to support growing demand from NSW investors ]]> https://www.proactiveinvestors.com.au/companies/stocktube/13311/ipo-wealth-expands-to-sydney-to-support-growing-demand-from-nsw-investors-13311.html Sun, 12 May 2019 19:33:00 +1000 https://www.proactiveinvestors.com.au/companies/stocktube/13311/ipo-wealth-expands-to-sydney-to-support-growing-demand-from-nsw-investors-13311.html <![CDATA[News - IPO Wealth offers attractive returns as investors seek cash alternative ]]> https://www.proactiveinvestors.com.au/companies/news/218368/ipo-wealth-offers-attractive-returns-as-investors-seek-cash-alternative-218368.html IPO Wealth Pty Ltd is the investment manager of the IPO Wealth Fund, an Australian company and fund established on behalf of IPO Wealth’s parent company, international investment and corporate advisory group Mayfair 101.

The subsidiary investment outfit is run by chief executive Ewan Laughlin and Mayfair 101 group founder and managing director James Mawhinney, an IPO Wealth director.

Mawhinney is an investment finance professional who has more than 18 years' executive leadership at digital, online and investment companies. He founded Mayfair 101 a decade ago and serves as a director for its various subsidiaries, IPO Wealth, the London-based investment manager M12 Global and TPLC, the Public Listing Co. Mawhinney has worked on merger and acquisition and investment transactions worth more than US$2 billion over the past 5 years, ensuring return for investors.

IPO Wealth CEO Laughlin joined the subsidiary in January 2019 and has more than 28 years of experience in financial services sectors such as institutional banking and corporate finance. He spent the past 10 years with Commonwealth Bank of Australia (ASX:CBA), implementing more than $1 billion in financing solutions, after overseeing significant transactions with ASX 200 companies at National Australia Bank Ltd (ASX:NAB).

What does IPO Wealth own?

Two-year-old company IPO Wealth’s key asset is the IPO Wealth Fund which has attracted $100 million of capital during its short lifetime.

The managed investment scheme offers Australian wholesale and sophisticated investors the opportunity to access investment opportunities during set investment periods such as three months or five years.

Depending on which of six term-based investments an investor chooses, targeted returns are about 3.25% to 6.45% a year.

Distributions are reinvested or paid monthly.

Self-managed super funds, companies, trusts and individuals can take part if they invest at least $100,000.

IPO Wealth’s fund has grown steadily as investors frustrated with banks, low interest rates and poor property investment returns look for alternative investment vehicles.

In about 6.5 months, the capital raised by the IPO fund has grown by $50 million, or 100%, from $50 million in September 2018 to $100 million by last Wednesday.

Mayfair 101 employs a diversified investment strategy, spanning its investments over 11 countries, 10 sectors and five currencies.

The parent group targets its investments to late-stage companies with at least five years of successful operations and other companies looking to exit with trade sales or list on stock exchanges with an initial public offering.

Subsidiary M12 Global is planning a listing on the London Stock Exchange’s AIM market to provide investors in the UK with a similar bank-deposits alternative to IPO Wealth.

Mayfair 101 is expected to fill $3 billion of demand for credit in the market over five years with its retail bonds.

Inflection points

$125 million, $150 million and $200 million capital-raising milestones

Significant investments and transactions related to IPO Wealth’s portfolio

Continued growth and evolution of the company, its business model, strategy execution and senior management team

Listings, mergers and acquisitions, and significant transactions for the wider Mayfair 101 group

Director James Mawhinney highlights strong results

“Receiving $100 million of new investment in two short years shows that investors are increasingly seeking income-producing cash alternatives in the face of low interest rates and Australian stock and property market volatility,” IPO Wealth director and Mayfair 101 managing director James Mawhinney said.

“IPO Wealth is particularly attractive to those seeking higher rates of return and the ability to earn monthly cash payments.

“(Mayfair 101’s) assets enable IPO Wealth to offer rates of return that have consistently outperformed term deposits since inception and provide investors an asset class that keeps up with changing times and is well clear of the turmoil being experienced by the Australian economy.

“An increasing number of investors are making the switch.”

 

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Fri, 12 Apr 2019 08:15:00 +1000 https://www.proactiveinvestors.com.au/companies/news/218368/ipo-wealth-offers-attractive-returns-as-investors-seek-cash-alternative-218368.html
<![CDATA[News - IPO Wealth reaches $100 million milestone as investor demand continues ]]> https://www.proactiveinvestors.com.au/companies/news/218286/ipo-wealth-reaches-100-million-milestone-as-investor-demand-continues-218286.html IPO Wealth has today revealed that just two years after it was founded, the investment company has achieved $100 million in capital raised from investors.

Through IPO Wealth, investors can receive a fixed return that is dependent on their investment period.

The success of the IPO Wealth model lies in the strength of parent company Mayfair 101’s international investment strategy.

Mayfair 101 has diversified assets in eleven countries, ten sectors and five currencies.

Mayfair 101's managing director James Mawhinney said: "Receiving $100 million of new investment in two short years shows that investors are increasingly seeking income-producing cash alternatives in the face of low-interest rates and Australian stock and property market volatility.

“IPO Wealth is particularly attractive to those seeking higher rates of return and the ability to earn monthly cash payments.

"Our audience is wholesale and sophisticated investors looking for non-bank investments ranging from 3 months to 5 years.

“Combine these factors with IPO Wealth’s commitment to outstanding customer service and it becomes apparent why an increasing number of investors are making the switch.”

Looming interest rate cuts favour non-bank alternatives

Mawhinney also commented that the options provided by banks are suited to those who are happy leaving their money idle. However, those seeking better returns are now shifting away from the traditional options to keep pace with inflation and maintain their lifestyle during periods of low-interest rates.

“Investors need to make a choice of whether they want to leave their money idle and risk falling behind inflation, or activate their money in order to stay ahead.”

Proactive caught up with IPO Wealth's CEO Ewan Laughlin back in February 2019.

Mawhinney has eyes on the UK

Following the success of the IPO Wealth model, Mayfair 101 has plans to list its UK subsidiary M12 Global on the AIM market of the London Stock Exchange to provide investors in the UK with a similar investment offering.

 

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Wed, 10 Apr 2019 13:26:00 +1000 https://www.proactiveinvestors.com.au/companies/news/218286/ipo-wealth-reaches-100-million-milestone-as-investor-demand-continues-218286.html
<![CDATA[Media files - IPO Wealth's CEO discusses investing in the current macroeconomic environment ]]> https://www.proactiveinvestors.com.au/companies/stocktube/12115/ipo-wealth-s-ceo-discusses-investing-in-the-current-macroeconomic-environment-12115.html Wed, 06 Feb 2019 13:40:00 +1100 https://www.proactiveinvestors.com.au/companies/stocktube/12115/ipo-wealth-s-ceo-discusses-investing-in-the-current-macroeconomic-environment-12115.html <![CDATA[Media files - IPO Wealth appoints Banking Executive Director as CEO ]]> https://www.proactiveinvestors.com.au/companies/stocktube/12041/ipo-wealth-appoints-banking-executive-director-as-ceo-12041.html Thu, 31 Jan 2019 10:10:00 +1100 https://www.proactiveinvestors.com.au/companies/stocktube/12041/ipo-wealth-appoints-banking-executive-director-as-ceo-12041.html <![CDATA[News - IPO Wealth appoints chief executive officer to oversee next growth phase ]]> https://www.proactiveinvestors.com.au/companies/news/213570/ipo-wealth-appoints-chief-executive-officer-to-oversee-next-growth-phase-213570.html IPO Wealth has appointed experienced financial services executive Ewan Laughlin as chief executive officer to oversee the business’ next phase of growth.

The investment management business recently surpassed $80 million in capital raised from Australian wholesale and sophisticated investors in less than two years for its IPO Wealth Fund.

READ: IPO Wealth Fund passes $75 million in capital raised as investors seek cash alternative

As the fund advances towards the $100 million milestone, Mayfair 101’s managing director James Mawhinney said Laughlin was the right person to grow the business.

Independent boutique investment bank Mayfair 101 oversees Melbourne-based IPO Wealth.

Mawhinney said: “Ewan brings to IPO Wealth a proven track record of 28 years’ experience in financial services across institutional banking and corporate finance.”

Institutional banking experience

Laughlin joins IPO Wealth from Commonwealth Bank of Australia (ASX:CBA) where during his tenure of almost 10 years he implemented more than $1 billion in financing solutions for clients and significantly built the bank’s business division.

Prior to this role, Laughlin was associate director, Institutional Banking, at National Australia Bank Ltd (ASX:NAB), where he was engaged in significant transactions with some of the leading brands listed on the ASX 200.

The CEO appointment comes as UK-based Mayfair 101 continues to focus its investments in overseas and emerging markets, where the group claims yields are higher and economic conditions are more favourable.

Laughlin said: “Having seen IPO Wealth develop over the past year I am delighted to be leading the team through this next phase of growth.

“We have some exciting developments in the pipeline that will benefit existing and new investors seeking consistent income from their investments, which has historically been hard to find in traditional cash products.”

Laughlin holds a Bachelor of Economics Honours from La Trobe University and a Master of Applied Finance from the Graduate School of Business at Macquarie University.

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Wed, 30 Jan 2019 14:10:00 +1100 https://www.proactiveinvestors.com.au/companies/news/213570/ipo-wealth-appoints-chief-executive-officer-to-oversee-next-growth-phase-213570.html
<![CDATA[News - IPO Wealth Fund passes $75 million in capital raised as investors seek cash alternative ]]> https://www.proactiveinvestors.com.au/companies/news/210830/ipo-wealth-fund-passes-75-million-in-capital-raised-as-investors-seek-cash-alternative-210830.html IPO Wealth Fund has passed the $75 million mark in capital raised as investors seek income-producing cash alternatives amid Australian stock and property market volatility.

The Australian managed, Melbourne-based investment scheme, which started in March 2017, has seen more than $60 million flow into the fund in 2018.

IPO Wealth, a wholly-owned subsidiary of international investment and corporate advisory group Mayfair 101, said the fund was attracting a lot of interest and achieving strong growth.

Non-bank alternative

This comes as investors find the non-bank alternative an attractive option due to its exposure to Mayfair 101’s portfolio of growth companies internationally.

This is boosted by the ability to earn rates of return that have consistently outperformed term deposits since inception.

Mayfair 101 managing director James Mawhinney said: “Wholesale and sophisticated investors are becoming increasingly aware that new options are available to decrease their exposure to the Australian property market and volatility of the ASX.

“IPO Wealth is one of those options, and we are delighted to be able to provide investors with the opportunity to earn consistent monthly returns.”

READ: IPO Wealth Fund attracts $50 million in investments and is well on way to $100 million

He said the international investment group’s strategy provided Australian wholesale investors with the opportunity to benefit from cost efficiencies.

These were associated with technology platforms, lower corporate overheads compared to many of its competitors, and a diversified international focus which provided a greater pool of solid investment opportunities.

IPO Wealth Fund provides wholesale investors with an opportunity to achieve investment returns via term-based investment options.

Six investment options

The fund offers six different investment options ranging from terms of three to 60 months.

Most popular with investors is the 12-month investment option offering an annual target income return of 4.45%. Like with all investments, investors should consider the risks outlined prior to making an investment in the fund.

Investment amounts accepted from wholesale and sophisticated investors range from a minimum of $100,000 to a maximum of $20 million. These investment options are not available to retail investors.

Plans for UK fund

Building on the success of IPO Wealth, Mayfair 101 has announced plans to establish an equivalent fund in the UK managed by M12 Global.

This will allow the group to access a larger pool of capital at a lower cost base due to the low-interest environment of the UK and Europe.

Accordingly, M12 Global has appointed former Morgan Stanley executive Charles Grant as its chief executive officer to head up the European structure.

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Mon, 10 Dec 2018 14:18:00 +1100 https://www.proactiveinvestors.com.au/companies/news/210830/ipo-wealth-fund-passes-75-million-in-capital-raised-as-investors-seek-cash-alternative-210830.html
<![CDATA[Media files - Investing with IPO Wealth - how does it work? ]]> https://www.proactiveinvestors.com.au/companies/stocktube/10958/investing-with-ipo-wealth-how-does-it-work-10958.html Wed, 24 Oct 2018 09:00:00 +1100 https://www.proactiveinvestors.com.au/companies/stocktube/10958/investing-with-ipo-wealth-how-does-it-work-10958.html <![CDATA[Media files - What is your perspective on investing through IPO Wealth - IPO Wealth Investor Review ]]> https://www.proactiveinvestors.com.au/companies/stocktube/10524/what-is-your-perspective-on-investing-through-ipo-wealth-ipo-wealth-investor-review-10524.html Thu, 20 Sep 2018 10:00:00 +1000 https://www.proactiveinvestors.com.au/companies/stocktube/10524/what-is-your-perspective-on-investing-through-ipo-wealth-ipo-wealth-investor-review-10524.html <![CDATA[Media files - Investing with IPO Wealth ]]> https://www.proactiveinvestors.com.au/companies/stocktube/10490/investing-with-ipo-wealth-10490.html Tue, 18 Sep 2018 10:00:00 +1000 https://www.proactiveinvestors.com.au/companies/stocktube/10490/investing-with-ipo-wealth-10490.html <![CDATA[Media files - IPO Wealth surpasses $50m and capitalises on shift away from banks ]]> https://www.proactiveinvestors.com.au/companies/stocktube/10443/ipo-wealth-surpasses-50m-and-capitalises-on-shift-away-from-banks-10443.html Wed, 12 Sep 2018 15:41:00 +1000 https://www.proactiveinvestors.com.au/companies/stocktube/10443/ipo-wealth-surpasses-50m-and-capitalises-on-shift-away-from-banks-10443.html <![CDATA[News - IPO Wealth Fund attracts $50 million in investments and is well on way to $100 million ]]> https://www.proactiveinvestors.com.au/companies/news/204695/ipo-wealth-fund-attracts-50-million-in-investments-and-is-well-on-way-to-100-million-204695.html IPO Wealth Fund has passed the milestone of $50 million in investments since it was established in March 2017 and is well on track to exceed $100 million by the end of the year.

For investors seeking an attractive steady income stream, the IPO Wealth Fund is attracting a lot of interest and achieving strong growth.

Shift of trust away from banks

This is strengthened by a shift of trust away from banks due to low interest rates, a lack of focus on wholesale and sophisticated investors, and the Royal Commission.

WATCH: IPO Wealth surpasses $50m and capitalises on shift away from banks

A subsidiary of international investment and corporate advisory group Mayfair 101, the IPO Wealth Fund provides wholesale investors with an opportunity to achieve investment returns via term-based investment options.

“Attractive alternative”

IPO Wealth managing director James Mawhinney said investors considered the fund an attractive alternative to investment property, stock market investments and traditional bank-issued term deposits.

He said, “The banking sector is predominantly tailored towards retail investors, leaving high net worth investors with a disproportionately low level of returns and/or customer service relative to their investment amounts.

“We recognise that this is a shortfall in the existing banking system.

“We developed the IPO Wealth Fund to provide investors with target returns that are higher than inflation for a start and certainly a lot more attractive than other available options.”

 

The IPO Wealth Fund offers six different investment options ranging from terms of 3 to 60 months.

Most popular with investors is the 12-month investment option offering an annual target income return of 4.45%. Like with all investments, investors should consider the risks outlined prior to making an investment in the fund.

Investment amounts accepted from wholesale and sophisticated investors range from a minimum of $100,000 to a maximum of $20 million. These investment options are not available to retail investors.

Mawhinney said, “By seeking higher yielding investments around the world, the fund provides investors with the opportunity to earn attractive investment returns with regular monthly distribution payments.”

Self-funded retirees a major market

High net worth investors include many self-funded retirees who have accumulated a bit of a nest egg and IPO Wealth Fund is drawing them confidently.

It is also attracting companies frustrated by the lower returns offered by other financial institutions in the current low interest environment.

As well as the higher than average returns and monthly distributions, Mawhinney said the fund’s level of service was helping to attract investors.

“Super personalised” level of service

“The fund is super personalised right through to our investors having direct mobile numbers and email addresses of our staff,” he said.

“We often fly anywhere in Australia to meet investors face-to-face if they wish.

“This level of service is evidenced in the online reviews we receive, with almost all of these being four or five stars.”

Investments cover 10 countries

The IPO Wealth Fund provides a loan, secured by a general security agreement, to Mayfair 101 which deploys these funds in a diverse range of private equity investments around the world.

These investments span 10 countries, and many are focused on socially responsible outcomes.

Mayfair 101 is required to repay the loans together with interest to the IPO Wealth Fund.

Mawhinney said, “Like all investment, investors should consider the risks and the terms of any offer prior to making a decision.”

He added, “We are super keen to give the banks a run for their money. They are sitting on several hundred billion worth of term deposits and if we can attract even half of one per cent of that, we have a fund well into the billions of dollars.”

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Wed, 12 Sep 2018 13:12:00 +1000 https://www.proactiveinvestors.com.au/companies/news/204695/ipo-wealth-fund-attracts-50-million-in-investments-and-is-well-on-way-to-100-million-204695.html
<![CDATA[Media files - IPO Wealth review - a first person perspective on investing through IPO Wealth Fund ]]> https://www.proactiveinvestors.com.au/companies/stocktube/10396/ipo-wealth-review-a-first-person-perspective-on-investing-through-ipo-wealth-fund-10396.html Mon, 10 Sep 2018 10:00:00 +1000 https://www.proactiveinvestors.com.au/companies/stocktube/10396/ipo-wealth-review-a-first-person-perspective-on-investing-through-ipo-wealth-fund-10396.html <![CDATA[Media files - IPO Wealth updates stakeholders on fund, and educates on M12 Maximiser products ]]> https://www.proactiveinvestors.com.au/companies/stocktube/9711/ipo-wealth-updates-stakeholders-on-fund-and-educates-on-m12-maximiser-products-9711.html Wed, 27 Jun 2018 14:00:00 +1000 https://www.proactiveinvestors.com.au/companies/stocktube/9711/ipo-wealth-updates-stakeholders-on-fund-and-educates-on-m12-maximiser-products-9711.html