Viola Private Wealth – introducing a new era in wealth management

Sean Ward, Charlie Viola and Andrew Levi

Viola Private Wealth proudly announces its official launch, marking a new chapter in wealth management for high-net-worth individuals and families.

Led by one of Australia’s top financial advisers, Charlie Viola has launched a new and exciting wealth management firm. A firm that aligns with his unwavering commitment to growing and safeguarding the wealth of high-net-worth clients.

Unlike many newly established firms, their systems and processes are already well-developed, thanks to an agreement with Pitcher Partners Sydney Wealth Management to purchase various operational aspects of the business.

Joining Charlie, Sean Ward as CEO and Andrew Levi as COO. Together, they bring their knowledge and experience that have been the foundation of their long-term success, further strengthening Viola Private Wealth’s capabilities.

Aligning with their core speciality, Viola Private Wealth focuses on managing wealth for high-net-worth individuals and families by providing bespoke solutions that simplify complex financial needs.

The new brand name reflects the firm’s dedication to the personalisation and exclusivity, essential for effectively serving clients with substantial financial portfolios.

Executive Chair and Founding Partner, Charlie Viola said, “Our core focus includes the ongoing management of client investment portfolios, as we have done for the last 20+ years and continuing to play our role as the client’s trusted adviser. Our role is always to give our clients the right advice, ensure they are well structured and helping them protect and growth their wealth.

“We will continue to be high touch, bespoke and always acting in the best interests of the client.”

For existing clients, Viola Private Wealth will continue providing exceptional advice and personalised solutions our clients have come to expect, tailored to the needs of the high-net-worth market.

The firm’s deep expertise and commitment to excellence make it uniquely positioned to address the complex financial needs of individuals and families with substantial wealth.

Viola Private Wealth will continue to access a wide range of investment opportunities, both domestically and internationally. Committed to being a long-term investor and looking to build portfolios and relationships over the long-term.

The leadership team at Viola Private Wealth brings a wealth of experience and a shared commitment to excellence. Charlie Viola, serving as Executive Chair, along with co-founders Sean Ward as CEO and Andrew Levi as COO, are dedicated to maintaining the highest standards of professionalism and care.

Their combined expertise ensures clients will continue to receive the outstanding service they have come to expect.

Viola Private Wealth remains committed to its clients, maintaining a strong partnership with Pitcher Partners. This relationship allows the firm to leverage Pitcher Partners accounting and tax services as they continue to work together, providing advice to mutual clients.

Viola added, “Approximately 40 per cent of our clients are shared with Pitcher Partners. Together, we will deliver a seamless service for our mutual clients, just as we have done over many years.

The firm’s strategy prioritises client-centric approach for all decisions and investments. At the heart of Viola Private Wealth’s ethos is a commitment to warm, responsive services, and the firm builds on a legacy of treating clients as valued partners, ensuring a personalised and engaging experience.

Viola Private Wealth is committed to making future investments in technology and resources to better serve clients. The firm will prioritise these enhancements to provide cutting-edge tools and support, ensuring exceptional investment outcomes and innovative solutions tailored to the unique needs of high-net-worth individuals and families.