Alder & Partners Private Wealth Management

What Alder & Partners Private Wealth Management does

Alder & Partners Private Wealth Management is a boutique independent financial advisory firm headquartered in Nedlands, Western Australia, operating under AFSL 382714 and founded in 2010 by David Alder. The firm offers three integrated service lines: Investment Management (bespoke portfolios across equities, REITs, fixed interest, ETFs, and managed funds), Financial Planning (superannuation and retirement, wealth accumulation and asset protection, cash flow and debt management, estate planning, and aged care/social security), and Family Offices & Charities (specialised investment solutions for family offices, not-for-profits, and Indigenous First Nations Trusts). It serves high-net-worth individuals, families, and sophisticated investors, primarily in Western Australia, through direct, relationship-based engagements delivered by a team of licensed financial advisers supported by senior paraplanners and client services staff.

The business operates on a professional services revenue model: fees are generated through investment management fees, financial planning fees, and ongoing advisory retainers, with quote-based pricing tailored to client complexity and billed annually. Pricing is not publicly disclosed. The go-to-market is enterprise field sales in the sense of high-touch, face-to-face advisory work with affluent households and institutional clients, rather than transactional or self-serve distribution. Custodial and portfolio reporting infrastructure is provided by Netwealth as a third-party platform. The firm is privately held by its founder-directors (David Alder and Steven Tulloch), with no external private equity, venture capital, or institutional ownership evidenced. Marketing is driven by word-of-mouth referrals, professional network recommendations, and a professional website, with no paid acquisition or digital sales motion.

The team comprises approximately 11–50 employees across directors/advisers, a Head of Advice & Professional Standards, an Operations & Compliance lead, two senior paraplanners, a paraplanner, and two client services managers. Regulatory compliance spans the Privacy Act 1988, AML/CTF Act 2006, and Corporations Act 2001. There are no patents, proprietary technology, AI/ML capabilities, funding rounds, acquisitions, partnerships, awards, or geographic expansion beyond Western Australia evidenced in the source data.

Name

Alder & Partners Private Wealth Management

Legal name

Alder and Partners Pty Ltd

Website

https://alderandpartners.com.au/

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

A boutique independent financial advisory firm based in Western Australia offering bespoke investment management, financial planning, and specialised services for family offices, charities, and Indigenous First Nations Trusts to high-net-worth individuals and families.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Private wealth management
• Investment management
• Financial planning
• Portfolio management
• Retirement planning

Headquarters

HQ city

Dalkeith

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through fees for financial advisory and planning services, including investment management fees, financial planning fees, and potentially ongoing retainer or management arrangements. As a licensed financial adviser under AFSL 382714, services are rendered to high-net-worth clients on a fee-for-service basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Alder & Partners Private Wealth Management is a boutique independent financial advisory firm offering personalised investment management and financial planning services to high-net-worth individuals, families, and sophisticated investors. The firm delivers bespoke portfolio management across equities, REITs, fixed interest, ETFs, and managed funds, alongside comprehensive financial planning covering superannuation, retirement, wealth accumulation, cash flow, estate, and aged care planning. It also provides specialised investment solutions for family offices, charitable organisations, and Indigenous First Nations Trusts under AFSL 382714.

Product overview

Alder & Partners Private Wealth Management is a boutique independent financial advisory firm offering a unified suite of wealth management services. The core offering comprises three integrated service lines: Investment Management (providing bespoke portfolios across equities, REITs, fixed interest, ETFs, and managed funds), Financial Planning (covering superannuation/retirement, wealth accumulation, cash flow/debt management, estate planning, and aged care planning), and Family Offices & Charities (specialised investment solutions for charitable organisations, family offices, and Indigenous First Nations Trusts). All services are delivered through a team of licensed financial advisers with a focus on personalised, high-net-worth client relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Bespoke portfolio management service offering a disciplined, strategic investment approach focused on quality investments, with diversification across equities, REITs, fixed interest, ETFs, and managed funds, and proactive monitoring of economic conditions to protect and grow client capital. Designed for high-net-worth individuals, families, and sophisticated investors.
• Financial Planning Comprehensive financial advisory service providing tailored advice across superannuation and retirement planning, wealth accumulation and asset protection, cash flow and debt management, estate planning, and aged care and social security planning. Designed for individuals and families seeking holistic wealth strategy.
• Family Offices & Charities Specialised investment management service for charitable organisations, not-for-profit entities, family offices, and Indigenous First Nations Trusts, offering tailored investment strategies, impact-driven advice, governance support, and mission-aligned portfolio management including Native Title Trust fund advice.

Named customers8 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• IOOF / Insignia Financial: Large Australian wealth and advice platform with extensive HNW, superannuation and advice offerings; a broad incumbent competitor across Alder's HNW and family-office segments.
• Macquarie Private Wealth: Australia's largest full-service wealth manager operating across advice, trading and portfolio management with a relationship-based model targeting HNW clients; represents the institutional incumbent against which boutique firms differentiate.
• AMP Wealth Management (AMP Limited): One of Australia's largest wealth managers and the dominant incumbent in retail and mass-affluent advice; competes for the same households Alder & Partners serves but at vastly greater scale through aligned and self-employed adviser networks.

Emerging players

• Pitcher Partners Wealth Management: Australian mid-tier accounting and advisory group with a wealth management arm serving HNW individuals, families and business owners with financial planning and investment advice.

Direct peers

• Shaw and Partners: Australian independent wealth management and advisory firm providing investment advice, portfolio management and financial planning to HNW clients with a relationship-led model comparable to Alder & Partners.
• Morgans Financial: Australian full-service stockbroking and wealth advisory firm serving HNW individuals and families with bespoke investment advice and portfolio management, comparable in client profile and advisory delivery.
• Crestone Wealth Management (LGT Crestone): Australian boutique wealth advisory firm focused on UHNW families, family offices and charitable foundations with bespoke investment and governance services, the closest direct analogue to Alder & Partners' HNW and charity offering.
• Ord Minnett: Australian boutique private wealth management and advisory firm offering bespoke portfolio management and financial planning to HNW individuals and families, structurally similar to Alder & Partners in scale, fee model, and target clientele.
• Evans Dixon: Australian mid-market wealth advisory and accounting-aligned firm offering financial planning, investment management and superannuation services to private clients, comparable in service breadth and client scale.

Others

• Netwealth: Australian digital wealth platform used by Alder & Partners for portfolio custody and reporting; represents the technology/infrastructure layer enabling boutique advisers and a competitive threat via direct-to-consumer offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alder & Partners Private Wealth Management