Market Partners

What Market Partners does

Market Partners is an Australian boutique investment management firm founded in 2018 and headquartered in North Sydney, NSW, providing portfolio management, private wealth advisory, and trade execution services to high-net-worth individuals, families, business owners, retirees, SMSFs, and multi-generational households. The firm is led by Managing Partner Charles Stewart and Founding Partner James Gerrish (both formerly of Shaw & Partners), together with partners Daniel Schuster and Matthew Snodgrass, operating through two Corporate Authorised Representative entities (Market Partners Financial Services Pty Ltd under Market Matters Pty Ltd AFSL 488 798, and Market Partners Private Pty Ltd under PGW Financial Services Pty Ltd AFSL 384 713). Service offerings include bespoke portfolio construction with access to private market opportunities (private equity, real estate development, venture capital, alternatives), family-office and estate planning, and domestic and international trade execution across equities, options, and fixed income.

The firm's technology stack centres on Praemium for portfolio administration and real-time client reporting, complemented by Market Matters — a proprietary digital investment platform founded by James Gerrish that delivers daily market reports, dynamic company pages, webinars, and research and has grown to over 2,000 members. Market Matters membership is bundled complimentary with every Market Partners client relationship and is also offered as a standalone $1,499/yr subscription.

Market Partners operates a hybrid go-to-market combining direct senior-adviser relationships for HNW clients with a white-labelled channel offering institutional-grade portfolios to financial planners and advisers delivered under the partner's brand. Revenue is generated primarily through recurring portfolio management and wealth advisory fees, supplemented by transaction-based trade execution fees and ancillary Market Matters subscriptions. The firm is independently owned by its partners, with no disclosed external institutional investors, and positions itself on transparency, alignment of interest, and direct partner access.

Name

Market Partners

Legal name

Market Partners Financial Services Pty Ltd

Website

https://marketpartners.com.au

Company type

Private

Founded year

2018

Operating status

Operating

Short description

Market Partners is an Australian boutique founded in 2018 offering bespoke portfolio management, private wealth advisory, and trade execution to high-net-worth individuals, families, SMSFs, and financial adviser partners, supported by the Market Matters content platform.

Ownership category

akta.pro rank

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Portfolio Management Fees: Market Partners charges fees for bespoke portfolio management services, including structuring, building, and actively managing client portfolios. The firm operates on a transparent fee basis with no conflicts of interests.
2. Private Wealth Advisory: Comprehensive wealth management services including investment advice, family office services, estate planning, and access to exclusive investment opportunities for high-net-worth individuals and families.
3. Trade Execution Services: Trade execution services across domestic and international equities, options, and fixed income markets, executed with precision and discipline aligned with client investment strategies.
4. Administration & Reporting: Infrastructure services providing real-time portfolio access, performance reporting, holdings visibility, and transaction history reporting.
5. Market Matters Membership: Digital investment platform membership at $1,499 per annum, provided complimentary to all Market Partners clients. Standalone membership available to external investors.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Market Partners provides bespoke portfolio management, private wealth advisory, and trade execution services to high-net-worth individuals, families, business owners, and self-managed superannuation funds in Australia. The firm structures, builds, and actively manages client portfolios aligned to individual goals and risk profiles, with access to private market opportunities (private equity, real estate, venture capital, alternatives), and also delivers white-labelled portfolio management solutions to financial professionals.

Product overview

Market Partners is a wealth management firm offering three core services: Portfolio Management (bespoke portfolio construction and active management with private market access), Private Wealth (comprehensive wealth management including estate planning and family office services), and Trade Execution (domestic and international equities, options, and fixed income execution). Supporting services include Administration & Reporting (real-time portfolio visibility), Market Matters (complimentary digital investment platform providing daily market analysis and company research), and White-Labelled Portfolio Management for financial professionals. The offering is structured as a unified service model rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Brands

• Market Matters: A digital investment advice platform created by Market Partners' James Gerrish, offering premium data, expert analysis, and real-world insights for investors. Every Market Partners client receives complimentary membership.

Products and services

• Portfolio Management Bespoke portfolio management service involving structuring, building, and actively managing client portfolios with complete transparency and accountability, aligned to individual goals, risk profiles, and values. Includes access to private market opportunities including private equity, real estate development, venture capital, and alternative strategies.
• Private Wealth Comprehensive private wealth service guiding individuals and families through wealth management across all life stages, including wealth management strategies, investment advice, family office services, superannuation planning, retirement planning, estate and succession planning, private investments, and insurance solutions.
• Trade Execution Domestic and international trade execution service covering equities (ASX-listed and global), options strategies, and fixed income (government bonds, corporate debt, private credit, structured income products) with real-time trade capture and reporting.
• Administration & Reporting Real-time access to portfolio performance, holdings, and transaction history with dedicated reporting including insights, analysis, and commentary, delivered through best-in-class platforms with dynamic asset pricing and performance reporting.
• Market Matters Digital investment advice platform providing daily market reports (morning and afternoon), monthly webinars, dynamic company pages with price forecasts and charting, tailored stock watchlists, and real-time alerts. Complimentary for Market Partners clients and available as a standalone $1,499/year subscription for external investors.
• White-Labelled Portfolio Management White-labelled investment management solutions for financial professionals, offering professionally managed portfolios under their own brand. Includes access to model portfolios or bespoke portfolio construction, dedicated investment team access, daily insights and reporting, and real-time visibility into pricing and performance.

Quantifiable outcome

• Over $130,000 raised for charitable causes through community initiatives

Named customers1 record

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Five partnerships are on record, tiered core, minor and supporting.

• Market MatterscoreStrategic or Co-development PartnerMarket Matters is a digital investment platform founded by Market Partners' own James Gerrish. Every Market Partners client receives complimentary membership to Market Matters, described as 'one of Australia's most respected sources of independent digital investment advice.' The platform provides daily morning and afternoon reports, dynamic company pages, monthly webinars, and real-time alerts.
• Financial Professionals (Financial Planners & Advisers)coreChannel Partner/ Reseller/ DistributorMarket Partners partners with select financial professionals to provide white-labelled portfolio management solutions. Financial advisers can access bespoke investment solutions or existing high-performing model portfolios, delivered under their brand with full transparency, daily insights, and real-time visibility.
• Apex FoundationminorStrategic or Co-development PartnerMarket Partners manages the Apex Foundation's investment portfolio, delivering returns to fund initiatives including melanoma research, children's health, and disability support. The firm also participates in Apex Postie Bike Ride fundraising events.
• PraemiumsupportingTechnology or IntegrationPraemium is a portfolio administration platform used by Market Partners to provide clients with online account access, real-time portfolio visibility, and consolidated reporting.
• Market Partners Licensees (Market Matters Pty Ltd & PGW Financial Services Pty Ltd)coreOthersMarket Partners operates under two Corporate Authorised Representative arrangements: Market Partners Financial Services Pty Ltd (CAR No. 001317029) of Market Matters Pty Ltd AFSL 488 798, and Market Partners Private Pty Ltd (CAR No. 1315557) of PGW Financial Services Pty Ltd AFSL 384 713.

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Shaw and Partners: Australian wealth advisory and stockbroking firm where Market Partners' founders (Charles Stewart, James Gerrish) previously held senior leadership roles. Provides comparable services across portfolio management, private wealth, and trade execution for HNW clients.
• Ord Minnett: Australian private wealth and investment management firm offering portfolio management, advice, and trading services to HNW individuals. Matthew Snodgrass previously worked at Ord Minnett before joining Market Partners.
• Morgans Financial: Australian full-service wealth advisory and stockbroking firm providing portfolio management, financial planning, and trade execution across domestic markets. Similar boutique-to-mid-tier positioning serving HNW clients.
• Bell Potter: Australian wealth management and stockbroking firm offering portfolio management, financial advice, and trading for retail and HNW clients. Overlapping service model with comparable HNW focus and Australian geographic footprint.
• Wilsons Advisory: Australian private wealth and corporate advisory firm formed via the merger of Wilsons and Evans Dixon. Offers HNW portfolio management, advice, and trading services — closely comparable boutique-to-mid-tier wealth platform.

Broad incumbents

• JBWere: One of Australia's largest private wealth managers, serving ultra-HNW families with bespoke portfolio management, estate planning, and investment advisory. A larger incumbent with overlapping HNW positioning but broader institutional scale.
• Macquarie Private Bank: Macquarie's private banking division offering wealth management, investment advice, and trade execution for HNW Australians. Far larger scale with integrated banking, but competes for the same HNW segment with broader product set.
• Canaccord Genuity (Australia): Australian arm of global wealth manager providing private client brokerage, portfolio management, and investment advisory to HNW clients. Larger incumbent with similar HNW wealth management and execution services.

Others

• Praemium: Australian-listed wealth platform technology provider that supplies Market Partners with portfolio administration, reporting, and client access infrastructure. Comparable as a wealth-platform ecosystem participant and potential partnership/competitive overlap as Praemium increasingly offers white-label investment services.
• Count Financial: Australian financial adviser licensee network providing compliance, technology, and licensing infrastructure to independent advisers and boutique wealth firms. Comparable as an enablement partner and indirect competitor for adviser mindshare in the white-label segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/market-partners-private-pty-ltd

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Market Partners