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Commonwealth Private Limited has launched Private Wealth Advantage, a self-directed investment option for wholesale investors.

The offering is informed by the insights of J.P. Morgan Asset Management (JPMAM), cemented through a new strategic alliance with Commonwealth Private.

Susie Grehl, CBA’s Executive General Manager, Wealth and Private, said; “Commonwealth Private’s clients will benefit from the strength of our Investment Research Team, coupled with JPMAM’s global research and asset allocation insights.

“With Private Wealth Advantage, our wholesale investors can make their own investment decisions. Clients can access a wide range of quality investment opportunities, which have been researched and reviewed by a professional investment team. This helps our clients to take an active role, while benefitting from the high-quality service clients expect and enjoy from Commonwealth Private”

Access to quality-grade investments

Private Wealth Advantage offers a multi-asset class wealth offering. The range of investments and products clients can choose from include: 

  • Managed Accounts: Diversified Portfolios and Single Asset Class 
  • Managed funds including Private markets, Alternatives and Global real assets 
  • Domestic and offshore listed exchange-traded funds (ETFs) and Equities 
  • Hybrid securities
  • Thematic investing
  • Direct equities
  • Access to IPOs and placements 
  • Wholesale fixed income – Over the counter (OTC) bonds 
  • Margin Lending capabilities 
  • Foreign exchange solutions 

Shared values, combined strength and scale

Andrew Creber, Australia and New Zealand CEO, JPMAM, said: “As a leader in active management, with fiduciary responsibility at the heart of what we do, entering into a strategic alliance with a leader in private wealth is a natural fit. Our organisations share aligned goals and values.

“I am confident that with the strength and reach of both our businesses, we will be able to create differentiated, one-of-a-kind client solutions.” 

To find out more about Commonwealth Private, visit commbank.com.au/premier-private/private-banking 

 

Go to CBA Newsroom for the latest news and announcements from Commonwealth Bank.

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  • Things you should know

    Media releases are prepared without considering an individual reader’s objectives, financial situation or needs. Readers should consider the appropriateness to their circumstances. Visit Important Information to access Product Disclosure Statements or Terms and Conditions which are currently available electronically for products of the Commonwealth Bank Group, along with the relevant Financial Services Guide. Target Market Determinations are available here. Loan applications are subject to credit approval. Interest rates are correct at the time they are published and are subject to change. Fees and charges may apply.

    • Commonwealth Private offers bespoke banking services designed to cater to the distinctive needs of high-net worth Australians and provides a personalised experience each time 
    • Private Wealth Advantage offers general advice and execution services. This offering was created to reflect the needs and type of support Commonwealth Private wholesale investors are seeking 
    • This is distinct from Commonwealth Private’s divested personal financial advice business that has transitioned to LGT Crestone, which offered full service and comprehensive financial advice
    • Wholesale investors are customers who meet the wholesale client definition under the Corporations Act and who meet additional eligibility criteria specific to Private Wealth Advantage

    About J.P. Morgan Asset Management

    J.P. Morgan Asset Management is a global leader with assets under management of USD 3.8 trillion (as at 30 June 2025). The company’s clients include institutions, retail investors, and high net worth individuals across all major markets worldwide. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, and private equity. More information is available at www.am.jpmorgan.com/au

    About Commonwealth Private

    Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018 (Commonwealth Private), is a wholly owned non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL and Australian Credit Licence 234945 (Commonwealth Bank). Investment Directors are representatives of Commonwealth Private and Private Bankers are representatives of Commonwealth Bank. Commonwealth Private is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth).  Its obligations do not represent deposits or other liabilities of the Commonwealth Bank.

    Private Wealth Advantage service is available to Wholesale Investors only. Additional eligibility criteria applies. Any advice provided through Private Wealth Advantage is general in nature and does not take into account any of your objectives, financial situation, risk tolerance or needs. You are responsible for your own investment decisions, including whether to acquire, hold, or dispose of any investment opportunities. Any investments made with Private Wealth Advantage are subject to risks including loss of your investment.  Returns and the repayment of capital are not guaranteed. Past performance is not an indicator of future performance.

    Commonwealth Private has a commercial arrangement with JPMorgan Asset Management (Australia) Limited (JPMAM) to receive research and investment consulting services including asset allocation, investment decisions, investment selection and product development. This relationship does not imply endorsement of JPMAM’s products, by Commonwealth Private, nor does it indicate that products offered or distributed by Commonwealth Private are limited to those issued by JPMAM. Commonwealth Private undertakes independent due diligence, product selection and investment governance processes over the full range of products available on its Approved Product List (APL). For more information, please refer to the Private Wealth Advantage Terms of Service by contacting one of the Investment Directors.