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 turnover and product association common among larger firms. The size of our portfolio allows us to balance access to global institutional investments and to participate meaningfully in bespoke opportunities that sit outside the typical scope of larger firms. Our managing partner Paul Burgon consistently ranks among the Top 25 financial advisors in Australia in the annual list compiled by The Australian and New York-based investment magazine Barron’s. In 2023, Paul ranked 6th and among the highest performers from a boutique wealth advisory firm, a testament to the culture of performance and service excellence that exists within our team. Lipman Burgon & Partners view each relationship with our clients as a partnership and our proven approach is to forge high quality, long-standing relationships that allow us to better service clients’ needs over time.
