Lipman Burgon & Partners

We are delighted to announce that Managing Partner and Chief Investment Officer Paul Burgon has ranked #6 in the distinguished Top 150 Financial Advisers list in 2024 by Barron's Advisor and The Australian. It’s now the sixth year Paul has featured in the esteemed list and the second consecutive year in the #6 position. This significant recognition reflects our entire team's relentless commitment, expertise, and collaboration. Each member has consistently demonstrated dedication to serving our clients and enhancing the firm's capabilities. We extend our gratitude to all clients for their continued trust in us and contribution to the growth and success of our firm. Read the full Top 150 Financial Advisers list and listen to the recent Barron’s Australia Podcast featuring Paul via links in the comment section below. #Top150FinancialAdvisers #BarronsRanked #WealthManagement #Barrons

Jeannie Feng, Nandita Alva, and Narmi Dushyanthen from LBP recently had the pleasure of attending the Melbourne Asia Game Changer Awards 2024, held at the iconic National Gallery of Victoria. It was a spectacular evening honouring exceptional individuals and organisations driving positive change across the Asia-Pacific region. Congratulations to the finalists and winners across the four categories: Arts & Culture, Research & Education, Business, and Emerging Leaders. A highlight of the evening was seeing celebrity chef, artist, author, and TV personality Poh Ling Yeow receive the inaugural Icon Award for her outstanding achievements. The event provided a fantastic opportunity to celebrate leaders within the Asian-Australian community and to connect with old friends, as well as inspiring new acquaintances. Thank you Asia Society Australia for the wonderful invitation, we look forward to attending more events in the future! Reach out to Jeannie Feng, our Head of Asia Desk with any questions or to find out how LBP's bespoke solutions can benefit your Asian clients. #GameChangerAwards

Lipman Burgon & Partners were delighted to host the Sydney Private Market Event for our clients and friends. We extend our sincere thanks to Teiki Benveniste of Ares Management Corporation and Sinead Rafferty, representing Apollo Global Management, Inc. (on behalf of Fidante as distributor) for sharing their first-hand insights into what’s shaping the future of private markets. Thank you to all who attended, and we hope you enjoyed networking and the thought-provoking discussion with two of the world’s foremost alternative asset managers. We look forward to hosting more engaging discussions soon. #WealthAdvisory #WealthManagement #IndustryInsights #PortfolioPerspectives

🌟 Lipman Burgon & Partners at the JP Morgan Corporate Challenge! 🌟 Our team had an amazing time participating in the Sydney JP Morgan Corporate Challenge, running 5.6KM through the beautiful Centennial Park! 🏃♂️ It was a fantastic opportunity to come together, support each other, and promote fitness, teamwork, and camaraderie. We’re proud to have been part of such a meaningful event that encourages corporate wellness and community spirit. A huge congratulations to everyone who ran, walked, or cheered from the sidelines! 💪👏 #JPMorganChallenge #CorporateChallenge #TeamSpirit #WellnessAtWork #LipmanBurgonAndPartners #SydneyEvents #CentennialPark

I’m excited to be speaking at the Family Office Investment Forum next week in Sydney, an exclusive event designed for families, investment teams and advisers. I’ll be part of the family office investor panel focused on sharing experiences investing and allocating capital. I look forward to exploring the unique and evolving opportunities and challenges family offices face across asset classes and geographies. The forum is set to be a valuable platform for sharing insights, benchmarking strategies, and learning from global investment experts. Many thanks to the Global Investment Institute for the invitation, and for Family Offices that would like to know more or attend, contact Zelda Tupicoff or Zlatan K..

LBP’s Managing Partner and CIO Paul Burgon has returned to Barron’s Australia podcast, sitting down with Chris Freeman to discuss the connection between culture, client trust, and investment outcomes. Here are three highlights: 1.   The role of investor behaviour: Investor behaviour is key to long-term returns. Paul highlights how a strong culture and open client communication instil greater confidence in portfolios and better decision-making during volatility. 2.   The value of trust: Trust is at the heart of great advice. Paul reflects on the value of being there for clients during major life transitions, offering both financial guidance and support. 3.   Culture at the core: A one-team approach leads to consistent, high-quality client service. Paul touches on how a strong internal culture leads to better outcomes and long-term, meaningful client relationships. Listen in to learn more #WealthAdvisory #Culture #ClientFirst #BarronsAustralia #GenerationalWealthTransfer #IntergenerationalWealth #IndependentFinancialAdvice #WealthManagement https://lnkd.in/gE5qGadY

Just wrapped up an inspiring and insightful tour across the U.S., meeting with some of the world’s elite advisory firms and attending the Barron’s Summit. It was an invaluable opportunity to meet with peers, gain fresh perspectives, and explore how our industry is evolving to better serve clients. Thank you to Chris Freeman at Barron’s Australia and Michael Faust at Franklin Templeton for organising an incredible tour and being exceptional hosts. That extends to everyone who joined; it was great to connect, learn from your experiences, and build new friendships. I’m returning with new perspectives that I’m excited to bring back to our clients and the LBP team as we strive towards our vision. #BarronsSummit #WealthAdvisory #IndustryInsights

We’re #hiring a new Executive Assistant / Personal Assistant to work with myself and the executive team in Sydney. Apply today or share this post with your network.

We were delighted to bring the LBP team together to celebrate Robert Lipman's appointment as non-executive chairman, and his influence and leadership that has shaped the firm. At the event, we formally opened our new office with founders Robert and our Managing Partner, Paul Burgon cutting the ribbon to usher in our next chapter.

Our new playbook equips investors with 10 principles to navigate the surge in private asset opportunities and their integration with existing public exposures. First identify the appropriate balance between return, capital preservation, income, and liquidity. Then, go beyond the "alternatives" label and integrate public and private assets by redefining the asset class framework.   Discover LBP’s 10 principles here: https://lnkd.in/gVJNECyS