Fitzpatricks Group
“The Yorkway team’s strong business experience and financial services market experience was evident in their understanding of where Fitzpatricks was coming from and wanting to go.”
Fitzpatricks Group - 2017
A national integrated wealth management group with a client centric advice focussed model. Fitzpatricks Group has $1.5 billon of funds under management and over $7 billion of funds under advice.
Yorkway originated and structured the transaction and together with Quadrant Private Equity, acquired a significant strategic shareholding to provide capital to expand the business Australia wide.