Wealth Management

Building Futures, Securing Dreams:
A Vision for Lasting Financial Prosperity

Managed Funds, SMAs, Tailored Approach

Our Promise

Together, we'll shape a resilient investment portfolio, empowering you to achieve and sustain your financial aspirations.

Our Vision

Building Futures, Securing Dreams: A Vision for Lasting Financial Prosperity.

Our Mission

We strive to provide personalised and transparent investment solutions that align with your unique goals.

Integrity in Action

Our actions are guided by the highest ethical standards. We lead with integrity, making decisions that not only prioritise financial success but also contribute to the well-being of our clients and the communities we serve.

Client-Centric Focus

Your financial goals are at the heart of everything we do. We are dedicated to delivering a tailored customer experience that addresses your specific needs, working diligently to help you achieve your long-term objectives.

Meet The Team

James Whelan

Managing Director

James holds the position of Managing Director of the BPC Asset Management team, where his primary responsibility is to initiate and advance the Barclay Pearce Wealth Management solution. His extensive career spans various aspects of the retail and institutional broking industry, which equips him with nearly two decades of experience in finance.

In his earlier roles, James acted as the lead manager for a globally oriented set of managed discretionary accounts, and he was also a founding member of Pershing Australia, instrumental in establishing the framework that safeguards a substantial portion of the Australian financial sector's assets. His educational background includes a Bachelor of Social Sciences with a focus on Human Resource Management and Industrial Relations, along with an Advanced Diploma in Applied Finance. He also holds certifications in Derivatives and Managed Investment Schemes.

James is recognised for his financial expertise and is the financial commentator at BPC. Beyond his financial acumen, James is an Australian Champion Jump Roper in the 40+ age category, showcasing his dedication to both professional and personal excellence.

Trent Primmer

Director, Trading

With a wealth of experience as a Senior Advisor in the financial services industry, Trent brings a proven track record of success to the table. His expertise spans across a wide range of areas including banking, credit analysis, portfolio management, sales, commercial banking, corporate finance, and equity trading.

He has a deep understanding of risk management and investment strategies and is known for his exceptional skills in navigating the complexities of financial markets.

Trent's client base primarily consists of sophisticated, High Net Worth (HNW), and wholesale investors. His ability to cultivate strong relationships and his dedication to understanding his clients set him apart as a trusted advisor in the industry.

Jai Ayoub

Director, Strategic Partnerships

As the Director of Strategic Partnerships, Jai is responsible for cultivating and maintaining long-term relationships with key partners both domestically and globally. With expertise in identifying industry trends and opportunities, Jai collaborates with stakeholders to facilitate business needs and drive growth through strategic partnerships.

With a background in project and event management, Jai leads cross-functional teams and enhances the company's profile internationally. Jai has years of experience in dealing with multinational companies across various sectors such as Mining, Renewable Energy, and Technology, making him an invaluable asset to the organisation's continued success.

William Smith

Junior Advisor

William works within BPCs Asset Management team as a Dealers Assistant. He assists with client inquiries and collaborates closely with advisors to ensure seamless settlements of client transactions. Prior to joining BPC, William gained valuable experience in the banking sector, where he honed essential skills such as attention to detail, efficiency, and exceptional customer service. These skills have proven invaluable in his current role, enabling him to provide the best possible outcomes for all parties involved.

William has completed a Bachelor of Economics Degree, majoring in Finance at University of Technology, Sydney. He has expanded upon this business acumen having completed the RG 146 Compliance Course with Kaplan professional.

Investors have the power to shape the future

BPC WM integrates purposeful ESG initiatives, taking necessary steps to align our business ethics and investments with the highest possible standards.

Environment

Supporting businesses with clear plans for carbon-neutral transitioning and who follow environmental best practices.

Social

Backing businesses that provide strong social support to causes inside and outside of the organisation.

Governance

Providing high standards of corporate governance is paramount, with transparent shareholder communications.

Legends leading
the way

“The career of an athlete can be quite short so it’s paramount for sportspeople to integrate financial security into their career development. Wealth management allows athletes to secure financial security and wealth creation into retirement which mitigates pressures as they enter their next phase of life.”

– Robbie Farah, BPC Brand Ambassador

“As a professional athlete, you’re never taught about wealth management, developing a lack of knowledge regarding finance and wealth creation. Your career is short and you spend most of your time focused on perfecting it, missing potential pathways to financial security and creating wealth for retirement.

Athletes tend to have a negative stigma about wealth management; stemming from mismanagement stories from trusting a mate or a manager. It’s crucial to receive the right advice from professionals who help build long-term wealth and security.”

– Johnathan Thurston, BPC Brand Ambassador

Words from
the wise

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Together, we’ll shape a resilient investment portfolio, empowering you to achieve and sustain your financial aspirations.