06 September 2017

KWM advises Quadrant on investment in wealth and advisory firms

King & Wood Mallesons (KWM) advised Quadrant Private Equity on their recent investments in Fitzpatricks Group and Retirement Victoria. Quadrant teamed up with Yorkway Capital Partners to acquire the Fitzpatricks private wealth and advisory firm and Retirement Victoria’s financial advisory business to form the Fitzpatricks Group.

The KWM team was led by Partner Mark McNamara, Senior Associate Anthony Boogert, and Solicitor John Arthur, with support from Liz Hundt-Russell, Tim Sherman, Jason Byrne, Joe Power and Karen Chen.

Commenting on the matter Mark McNamara said “Fitzpatricks Private Wealth is an independent national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management.  Its combination with Retirement Victoria, and with the backing of Quadrant and Yorkway, will no doubt see the firm on a sound growth path over the next few years as banks and other institutions reassess their continued participation in the financial advice part of the market.”

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