Viola Private Wealth launches underpinned by Pitcher Partners

An ongoing relationship with Pitcher Partners underpins the launch of new financial planning group, Viola Private Wealth.
The group has been launched by veteran planner, Charlie Viola, with the launch announcement stating that the firm’s systems and processes are already well-developed thanks to an agreement with Pitcher Partners Sydney Wealth Management to purchase various operational aspects of the business.
As well as Viola as executive chair the new business will have Sean Ward as chief executive and Andrew Levi as chief operating officer.
The announcement said the new business would be focused on managing wealth for night net worth individuals and families by providing bespoke solutions that simplify complex financial needs.
Viola said the firm’s core focus includes the ongoing management of client investment portfolios.
He said around 40% of Viola Private Wealth’s clients were shared with Pitcher Partners which meant that, together, they would deliver a seamless service.
Deliberate adviser blocking tactics by union super funds. Some are OK, such as ART and and Aware. But Australian Super…
Of course the SMC supports ASIC’s IDR naming and shaming proposal—this is entirely in line with its broader strategic playbook.…
Has anyone noticed that most platforms try to classify complaints as feedback instead of complaints nowadays? Even when you stipulate…
No this would be analogous with Industry Funds being named and shamed for individual breaches and incidents in IDRs and…
ASIC & Industry Super Fund audits done in member paid for Sporting boxes whilst enjoying free food and alcohol. All…