Rivkin Private Wealth Products are intended for wholesale investors.
In this session, our Portfolio Manager, James Woods and our CIO, Shannon Rivkin, discuss how to generate income with stability in today’s market in this exclusive webinar exploring Rivkin’s Tactical Income Portfolio.
This professionally managed solution for wholesale investors is seeking attractive, tax-efficient returns without the volatility of equities. With a current net yield of 9.5%, this portfolio blends private credit and hybrid securities to deliver consistent income and capital stability. You’ll also hear about upcoming opportunities in the coming month, exclusive to Rivkin Wholesale Clients.
Download The Tactical Income Factsheet to Learn More
Important Notice:
Rivkin Private Wealth Products are intended for wholesale investors. A wholesale investor is a type of investor in Australia who can access more investment products and does not need the same regulatory protections as retail investors. To be classified as a wholesale investor, one must meet either of the following criteria:
1. Have net assets of $2.5 million or more; or
2. Have gross income of $250,000 or more for each of the last two financial years; or
3. Invest a face value of $500,000 or more.
Therefore, Rivkin will not issue a financial services guide, product disclosure statement, or any other retail documentation in relation to this service.
Rivkin Private Wealth is a business name of Rivkin Securities Pty Ltd, AFSL 332 802.
Rivkin does not provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.
Past performance is not a guarantee of future performance. Investing and trading carry financial risk. When judging performance, please consider the different types of investments and levels of risk associated.
