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        <title>AdviserVoiceViola Private Wealth Archives - AdviserVoice</title>
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                <title>Viola Private Wealth welcomes family office wealth adviser Angus Mann</title>
                <link>https://www.adviservoice.com.au/2025/02/viola-private-wealth-welcomes-family-office-wealth-adviser-angus-mann/</link>
                <comments>https://www.adviservoice.com.au/2025/02/viola-private-wealth-welcomes-family-office-wealth-adviser-angus-mann/#respond</comments>
                <pubDate>Wed, 05 Feb 2025 20:10:35 +0000</pubDate>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Angus Mann]]></category>
		<category><![CDATA[Sean Ward]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=101069</guid>
                                    <description><![CDATA[<h3>Viola Private Wealth has appointed Angus Mann as a financial adviser, further strengthening the firm’s commitment to delivering bespoke, client-first wealth management solutions.</h3>
<p>Mann brings a distinguished 17-year career in financial services, most recently serving as Director – Wealth at Mutual Trust, Australia’s largest multi-family office.</p>
<p>In this role, he led the Sydney office in funds under management and revenue, demonstrating a sophisticated, endowment-style investment approach.</p>
<p>Known for his “encyclopaedic knowledge” and “conservative, safe pair of hands”, Mann is regarded as one of the industry’s foremost advisers.</p>
<p>Sean Ward, CEO of Viola Private Wealth, said: “We are delighted to welcome Angus to the team. His depth of experience and strong alignment with our client-first philosophy make him a perfect fit for Viola Private Wealth.</p>
<p>“Angus’s ability to guide families through the complexities of wealth management, while always prioritising their broader goals, will be a tremendous asset to our clients.</p>
<p>“Bringing Angus onto the team is a clear sign that Viola Private Wealth is achieving its objective of attracting the industry’s best talent as the firm continues to grow.</p>
<p>“A trusted family adviser, Mann is highly regarded by clients who often describe him as ‘a member of the family’.”</p>
<p>Mann shared his excitement about joining the firm, saying: “Viola Private Wealth’s bespoke approach to wealth management resonates deeply with my own values. I look forward to working with a team that prioritises long-term relationships and helps families define the purpose of their wealth, ensuring it serves their needs today and leaves a meaningful legacy for future generations.”</p>
<p>Mann will collaborate closely with families on defining their wealth’s purpose, addressing intergenerational goals, and creating a legacy. His approach includes working with external advisers across philanthropy, estate planning, and consulting, further enhancing the firm’s ability to deliver bespoke solutions tailored to each family’s unique vision and aspirations.</p>
]]></description>
                                            <content:encoded><![CDATA[<h3>Viola Private Wealth has appointed Angus Mann as a financial adviser, further strengthening the firm’s commitment to delivering bespoke, client-first wealth management solutions.</h3>
<p>Mann brings a distinguished 17-year career in financial services, most recently serving as Director – Wealth at Mutual Trust, Australia’s largest multi-family office.</p>
<p>In this role, he led the Sydney office in funds under management and revenue, demonstrating a sophisticated, endowment-style investment approach.</p>
<p>Known for his “encyclopaedic knowledge” and “conservative, safe pair of hands”, Mann is regarded as one of the industry’s foremost advisers.</p>
<p>Sean Ward, CEO of Viola Private Wealth, said: “We are delighted to welcome Angus to the team. His depth of experience and strong alignment with our client-first philosophy make him a perfect fit for Viola Private Wealth.</p>
<p>“Angus’s ability to guide families through the complexities of wealth management, while always prioritising their broader goals, will be a tremendous asset to our clients.</p>
<p>“Bringing Angus onto the team is a clear sign that Viola Private Wealth is achieving its objective of attracting the industry’s best talent as the firm continues to grow.</p>
<p>“A trusted family adviser, Mann is highly regarded by clients who often describe him as ‘a member of the family’.”</p>
<p>Mann shared his excitement about joining the firm, saying: “Viola Private Wealth’s bespoke approach to wealth management resonates deeply with my own values. I look forward to working with a team that prioritises long-term relationships and helps families define the purpose of their wealth, ensuring it serves their needs today and leaves a meaningful legacy for future generations.”</p>
<p>Mann will collaborate closely with families on defining their wealth’s purpose, addressing intergenerational goals, and creating a legacy. His approach includes working with external advisers across philanthropy, estate planning, and consulting, further enhancing the firm’s ability to deliver bespoke solutions tailored to each family’s unique vision and aspirations.</p>
<p>The post <a href="https://www.adviservoice.com.au/2025/02/viola-private-wealth-welcomes-family-office-wealth-adviser-angus-mann/">Viola Private Wealth welcomes family office wealth adviser Angus Mann</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Barron’s ranks Charlie Viola among Australia’s leading financial advisers</title>
                <link>https://www.adviservoice.com.au/2024/11/barrons-ranks-charlie-viola-among-australias-leading-financial-advisers/</link>
                <comments>https://www.adviservoice.com.au/2024/11/barrons-ranks-charlie-viola-among-australias-leading-financial-advisers/#respond</comments>
                <pubDate>Thu, 21 Nov 2024 20:55:41 +0000</pubDate>
                <dc:creator>
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                		<category><![CDATA[Best Practice]]></category>
		<category><![CDATA[Charlie Viola]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=99721</guid>
                                    <description><![CDATA[<div id="attachment_80583" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-80583" class="size-full wp-image-80583" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/viola-charlie-650-1.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/viola-charlie-650-1.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/viola-charlie-650-1-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80583" class="wp-caption-text">Charlie Viola</p></div>
<h3>Viola Private Wealth Executive Chair and Founding Partner, Charlie Viola, has been ranked fifth on Barron’s list of Australia’s Top Financial Advisers – the sixth consecutive year he has been placed on this prestigious list now in its seventh year.</h3>
<p>Viola’s ranking highlights his dedication to delivering clear, client-focused financial advice and consolidates his reputation as a trusted leader in high-net-worth wealth management.</p>
<p>Managing over $2.5 billion in assets and specialising in clients with more than $3.5 million of investable wealth, Viola Private Wealth exemplifies tailored, client-first solutions.</p>
<p>His approach to wealth management centres on a client-first philosophy, ensuring complex financial matters are simplified and accessible, thereby empowering clients to navigate wealth preservation and growth confidently.</p>
<p>Viola says: “Being recognised by Barron’s is an honour. Our focus at Viola Private Wealth is on making wealth management straightforward for our clients so they can confidently build their financial futures.”</p>
<p>Viola Private Wealth CEO Sean Ward says: “Charlie’s ranking on Barron’s list reflects not only his exceptional commitment to clients but also our shared dedication to providing personalised, high-touch service.</p>
<p>“At Viola Private Wealth, we strive to be the go-to home for top advisers, helping clients achieve their unique goals with the highest level of transparency and trust.”</p>
<p>Positioned as a progressive, independently owned firm, Viola Private Wealth is on a journey to become the destination for Australia’s leading advisers today- and for the most promising advisers of tomorrow.</p>
<p>By attracting top talent, the firm not only aims to provide unparalleled expertise to clients but to ensure that future industry leaders – many of whom will be featured on top adviser lists.</p>
<p>With deep expertise, cutting-edge strategies, and a dedication to meaningful client relationships, Viola Private Wealth offers the stability and guidance high-net-worth clients value.</p>
<p>The firm’s commitment to evolving and expanding its resources to meet changing clients’ needs further positions it as a trusted wealth management partner across generations.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80583" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-80583" class="size-full wp-image-80583" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/viola-charlie-650-1.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/viola-charlie-650-1.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/viola-charlie-650-1-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80583" class="wp-caption-text">Charlie Viola</p></div>
<h3>Viola Private Wealth Executive Chair and Founding Partner, Charlie Viola, has been ranked fifth on Barron’s list of Australia’s Top Financial Advisers – the sixth consecutive year he has been placed on this prestigious list now in its seventh year.</h3>
<p>Viola’s ranking highlights his dedication to delivering clear, client-focused financial advice and consolidates his reputation as a trusted leader in high-net-worth wealth management.</p>
<p>Managing over $2.5 billion in assets and specialising in clients with more than $3.5 million of investable wealth, Viola Private Wealth exemplifies tailored, client-first solutions.</p>
<p>His approach to wealth management centres on a client-first philosophy, ensuring complex financial matters are simplified and accessible, thereby empowering clients to navigate wealth preservation and growth confidently.</p>
<p>Viola says: “Being recognised by Barron’s is an honour. Our focus at Viola Private Wealth is on making wealth management straightforward for our clients so they can confidently build their financial futures.”</p>
<p>Viola Private Wealth CEO Sean Ward says: “Charlie’s ranking on Barron’s list reflects not only his exceptional commitment to clients but also our shared dedication to providing personalised, high-touch service.</p>
<p>“At Viola Private Wealth, we strive to be the go-to home for top advisers, helping clients achieve their unique goals with the highest level of transparency and trust.”</p>
<p>Positioned as a progressive, independently owned firm, Viola Private Wealth is on a journey to become the destination for Australia’s leading advisers today- and for the most promising advisers of tomorrow.</p>
<p>By attracting top talent, the firm not only aims to provide unparalleled expertise to clients but to ensure that future industry leaders – many of whom will be featured on top adviser lists.</p>
<p>With deep expertise, cutting-edge strategies, and a dedication to meaningful client relationships, Viola Private Wealth offers the stability and guidance high-net-worth clients value.</p>
<p>The firm’s commitment to evolving and expanding its resources to meet changing clients’ needs further positions it as a trusted wealth management partner across generations.</p>
<p>The post <a href="https://www.adviservoice.com.au/2024/11/barrons-ranks-charlie-viola-among-australias-leading-financial-advisers/">Barron’s ranks Charlie Viola among Australia’s leading financial advisers</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                    <item>
                <title>Viola Private Wealth &#8211; introducing a new era in wealth management</title>
                <link>https://www.adviservoice.com.au/2024/09/viola-private-wealth-introducing-a-new-era-in-wealth-management/</link>
                <comments>https://www.adviservoice.com.au/2024/09/viola-private-wealth-introducing-a-new-era-in-wealth-management/#respond</comments>
                <pubDate>Sun, 29 Sep 2024 21:45:59 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Andrew Levi]]></category>
		<category><![CDATA[Charlie Viola]]></category>
		<category><![CDATA[Sean Ward]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=98405</guid>
                                    <description><![CDATA[<div id="attachment_98406" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-98406" class="wp-image-98406 size-full" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98406" class="wp-caption-text">Sean Ward, Charlie Viola and Andrew Levi</p></div>
<h3>Viola Private Wealth proudly announces its official launch, marking a new chapter in wealth management for high-net-worth individuals and families.</h3>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>The new brand name reflects the firm’s dedication to the personalisation and exclusivity, essential for effectively serving clients with substantial financial portfolios.</p>
<p>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.</p>
<p>“We will continue to be high touch, bespoke and always acting in the best interests of the client.”</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>Their combined expertise ensures clients will continue to receive the outstanding service they have come to expect.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_98406" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-98406" class="wp-image-98406 size-full" src="https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/09/Viola-650-400x215.jpg 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-98406" class="wp-caption-text">Sean Ward, Charlie Viola and Andrew Levi</p></div>
<h3>Viola Private Wealth proudly announces its official launch, marking a new chapter in wealth management for high-net-worth individuals and families.</h3>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>The new brand name reflects the firm’s dedication to the personalisation and exclusivity, essential for effectively serving clients with substantial financial portfolios.</p>
<p>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.</p>
<p>“We will continue to be high touch, bespoke and always acting in the best interests of the client.”</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>Their combined expertise ensures clients will continue to receive the outstanding service they have come to expect.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>The post <a href="https://www.adviservoice.com.au/2024/09/viola-private-wealth-introducing-a-new-era-in-wealth-management/">Viola Private Wealth &#8211; introducing a new era in wealth management</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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