About Pearl Wealth Solutions
Learn more about how Pearl has evolved into a truly holistic universe of forward-thinking wealth solutions.
Pearl Wealth Solutions at a glance
Founded in Melbourne, Australia in 2016
$800m FUMAA
Market-leading Investment, Super & SMSF Wealth Management Platform
Comprehensive suite of bespoke Managed Portfolios and funds
Outperforming Benchmarks & Competitors
Industry best-of-breed compliance, service and technology
Unified brand across a whole-of-life client journey
How Pearl helps Advisers & Clients
Pearl Wealth Solutions takes a comprehensive approach to wealth creation and management for advisory firms and discerning investment clientele.
Pearl helps advisory firms create practice efficiencies, exceed client expectations, deliver exceptional wealth creation outcomes and become more scalable, all while maximising and improving bottom line.
Advisers are able to confidently offer their clients a sophisticated, proven, high-quality service that has a proven track record of meeting and exceeding the market
Helping high net wealth advisory firms and their clients create and protect long-term wealth
Bespoke, contrarian investment philosophy & trading discipline
High levels of adviser and client support
Cost efficiencies for advisory firm and client
Completely digital experience
Client rewards program
Industry-leading partners & suppliers to deliver enhanced and enduring value
“Pearl is privately owned and fearless in its pursuit of its vision, mission and values,”
Andrew Ludekens, Managing Director
Vision
Our vision is to deliver wealth solutions that endure.
Mission
Our missions is to build our contrarian philosophy, trading discipline and innovation into wealth creation solutions.
Values
We are Experts
Our people have deep knowledge, attention to detail and strong networks.
By combining creative thinking and collaboration with advanced and flexible technology.
We are Solution Focused
We are Empowering
By providing teams with tools, training and support we enable them to attract, retain and delight their clients.
Our Investment Strategy & Philosophy
We combine extensive investment markets experience with innovative contrarian thinking and advanced, flexible technology.
To achieve superior wealth outcomes for our investors, we relentlessly pursue our investment philosophy values and principles.
Insights
Pearl’s latest thinking on investing, wealth creation and industry news.
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