AIPX, a leading alternative investment partner for private wealth advisors in Australia, today announced a partnership with global investment firm Carlyle, to offer Carlyle Credit Solutions, Inc. (“CARS”), part of Carlyle’s US direct lending strategy, to Australian Private Wealth Advisers via an Australian Unit trust.
Shane Clifford, Carlyle’s Head of Global Wealth, said:
“We are delighted to partner with AIPX for this meaningful step for our wealth business in Australia, a market that is seeing a rising demand from investors with the democratization of private markets. Teaming up with AIPX enables us to showcase our private credit expertise and deliver access to investment products that bring unique benefits and considerations for a portfolio, beyond traditional asset classes”
The announcement coincides with increasing demand for institutional global private credit in a structure Australian Private wealth firms can efficiently leverage.
“AIPX has been working with Australian private wealth advisors for 15 years and we are extremely excited to be able to bring an institutional global private markets manager of the calibre of Carlyle to our clients in a structure that works for them. The Australian wealth landscape has historically been underserved in terms of global alternatives, and with the formation of this partnership we look forward to offering access to Carlyle, a leader in global private markets.” – Jeremy Norton, Founder, AIPX.
The fund will be available on select leading wealth platforms to qualifying Australian investors at AUD$50,000 minimums.
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With US$425 billion of assets under management as of March 31, 2024, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,200 people in 28 offices across four continents. Further information is available at www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
AIPX is the strategic partner of CAIS, AIPX Funds Management and other leading alternative asset managers for Australia and New Zealand. Whether you prefer to invest via offshore funds or Australian domiciled AUD unit trusts, AIPX Partners allows you and your clients to access alternatives in the structure you prefer.
AIPX Funds Management provides access to global alternative investment funds wrapped in an AUD legal structure enabling access via Australian administration platforms. Unlock opportunities with alternatives.