Arnie Selvarajah

Bell Financial Group Limited (ASX:BFG) has announced the launch of Bell Potter Private Wealth (BPPW), a comprehensive wealth management service providing advisers and clients greater visibility, control and flexibility across their investments.

Bell Potter Private Wealth addresses the evolving needs of its advisers, approximately 300,000 clients, and $92.1 billion in funds under advice, by expanding access to a full suite of investment opportunities across asset classes, reducing administrative burden and providing consolidated portfolio insights.

The platform forms part of a major digital transformation for the business, which includes an uplift to its client portal and a mobile app launching at the end of the month and positions Bell Potter for the intergenerational wealth transfer estimated at $5.4 trillion over the next decade.

It comes at a time where Australians are increasingly interested in investment solutions beyond Australian equities, as one in five investors hold alternative investments, such as private equity, real estate, and infrastructure in their portfolios and a further 85% of high networth investors are likely to invest in alternatives over the next 12 months^[1].

Arnie Selvarajah, Co-CEO of Bell Financial Group, said, the launch marks a strategic step in Bell Potter’s evolution.

“Bell Potter has evolved beyond a traditional stockbroker to support advisers and investors across the full wealth cycle and across generations. As investor needs become more sophisticated, our approach is centred on providing the tools, access and advice required to meet those needs over the long-term; from wealth building, to wealth preservation and wealth transfer.”

“Managing a complete investment portfolio has traditionally meant navigating multiple platforms, multiple statements, and unecessary complexity that shouldn’t fall on the client.  Bell Potter Private Wealth changes that. Clients can access direct equities, private credit, private equity, unlisted funds, and high-profile capital raise opportunities in one place, supported by their trusted adviser and a much bigger toolkit. Our new website and mobile app puts clients in the driver’s seat when it comes to visibility over their wealth. This is what modern wealth management looks like,” said Mr Selvarajah.

Kate Ingwersen, Group Head of Product at Bell Financial Group said the platform simplifies portfolio management and  improves transparency:

“Investors today are often managing multiple accounts, asset classes and investment registries, which can make it harder to see the full picture and increases administrative burden. We created Bell Potter Private Wealth to centralise this capability, making it easier for clients and their advisers to understand holistic portfolio performance, manage administration and access broader opportunities across markets. This gives investors peace of mind and flexbility as their circumstances evolve.”

The platform features a digital client portal that provides a live view of portfolio values, access to transaction history, and Bell Potter’s latest investment research. It also streamlines performance and tax reporting, bringing investment expertise, portfolio management, and reporting together in one place.

The service is designed to support a wide range of client structures, including individuals, family offices, trusts, companies, SMSFs and not for profit organisations. By consolidating investments across these structures, it provides a more holistic view of wealth at both an individual and household level.

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Notes:
[1]  Wealth in transition: an analysis of the Australian stockbroking industry by Praemium in partnership with SIAA and CoreData 20 May, 2026

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Kate Ingwersen

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Kate Ingwersen to the newly created role of Group Head of Product as part of its growth as a technology-led diversified financial services and wealth management business.

Ms. Ingwersen will be responsible for product innovation across Bell Financial Group’s flagship companies, Bell Potter Securities Ltd, Bell Potter Capital Ltd, and Third Party Platform Pty Ltd. 

Working closely with the leadership team, Ms. Ingwersen will drive the Group’s products and services strategy for retail investors (self-directed and advised) through to corporate and institutional clients, ensuring the Group continues to anticipate and adapt to customer-driven investing trends and broader macro themes. 

Bell Financial Group Co-Chief Executive Officer Arnie Selvarajah said the appointment was integral to the Group’s strategy to grow by investing in proprietary broking technology and a range of complementary wealth management products and services.

‘Sitting under the Bell Financial Group umbrella are three strong businesses that are diversified across client segments, geography and revenue and are well-positioned for growth,’ Mr Selvarajah said.

‘As Group Head of Product, Kate will be responsible for unifying our product and services strategy across the Group to capitalise on the strengths of each of our underlying businesses, and to broaden the products and services we offer in an innovative manner to assist in achieving our clients’ financial objectives.

‘This builds on our strategy to diversify our well-established broking and capital markets businesses into broader wealth management and financial services, and to capitalise on initiatives such as the recently launched Tandem Securities brand, our integrated suite of trading, clearing and investment services for wholesale and institutional clients.

‘We’re confident that Kate, with her deep product strategy experience across multiple disciplines and industry verticals, is well credentialed to play a key role in assisting us to drive growth.’ 

Kate brings over two decades of expertise in financial services to the role, having previously held senior positions across wealth management and banking, most recently with Challenger Group Limited and, prior to that, with the Commonwealth Bank.

Commenting on her new role, Ms. Ingwersen said she was excited to assist with developing a long-term product strategy to support Bell Financial Group’s growth.

‘This is an important time for Bell Financial Group as we see the intergenerational wealth transfer start to gather momentum,’ Ms. Ingwersen said.

‘Across the entire financial services industry, this substantial transfer of assets and wealth will have significant implications for investors of all types. As a technology-led and diversified financial services and wealth management business, Bell Financial Group is well positioned for the opportunity this transition represents.’

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