James Tomkins OAM joins Partners Private

Investment & Wealth Management

03-10-2024

James Tomkins OAM joins Partners Private

Media Release

James Tomkins OAM joins Partners Private as Head of Distribution for wholesale investments business.  

 

Melbourne, Australia – Partners Wealth Group (PWG), a leading diversified wealth management firm, is pleased to announce the appointment of James Tomkins OAM as the Head of Distribution for its wholesale investments division, Partners Private.

With a 30-year career in financial services including fund distribution and client relationship management roles, Tomkins - also a three-time Olympic gold medalist and renowned figure in both the sporting and financial sectors - brings a powerful combination of leadership, discipline, and strategic insight to his new role.

In his new role, Tomkins will focus on developing strategic partnerships and identifying new market opportunities, ensuring Partners Private continues to offer high-quality private market investment opportunities to wholesale and sophisticated investors. His leadership and well-established industry relationships years will be pivotal in enhancing the firm's capability to deliver innovative investment solutions across property, private equity, infrastructure, and alternative asset classes.

"James' proven track record in the funds management industry, including his time at UBS Asset Management, positions him perfectly to take on this role," said Mathew Cassidy, Managing Director of Partners Wealth Group. "His proactive approach and client-centric focus will further strengthen our ability to meet the evolving needs of our partners and investors, adding significant value to our wholesale investment business."

Tomkins, who has built a solid reputation within the financial services sector, expressed his enthusiasm about joining the firm: "I am excited to be part of the team at Partners Private and look forward to contributing to the ongoing growth and success of the business. I am confident that my experience and skills will complement the existing capabilities of the team and help drive the business forward."  

Since its launch in 2021, Partners Private has introduced over 40 wholesale investment opportunities, with more than $500 million in funds under management (FUM). The firm's offerings span a diverse range of asset classes, including property, private equity, debt, and infrastructure. The addition of Tomkins to the leadership team underscores PWG's commitment to attracting top talent as it embarks on the next phase of growth.

For any media inquiries or further details regarding this release, please contact:

Kate Peters
Head of Marketing
0437 577 595
kpeters@pwg.com.au.