Walsh Bay Partners (WBP) is a personal institution which helps families thrive. The founders of the firm are also clients of the firm – our style of working is collaborative and transparent, and we seek to align our interests with those of our clients. The firm draws on over 100 years of collective experience in wealth advice, including portfolio design, implementation and ongoing management. We embrace an institutional approach to investing by designing portfolios and providing access to investment opportunities which are normally only available to large institutions.

Our firm was founded on the belief that families need to understand the purpose of their wealth – we are passionate about helping people to maximise their emotional and financial wellbeing, and inspire future generations to be the best they can be. We allow families to invest like institutions and differentiate ourselves by helping families to plan for the person, instead of the money. Additionally, we draw on a network of specialists to provide comprehensive advice to our clients and help them to thrive for multiple generations.