About
Private Capital Management is a privately owned Sydney firm providing Wealth Management & Financial Planning, Personal Insurance and Mortgage Broking through specialist service divisions.
Who We Are
Private Capital Management is headquartered in Sydney and brings together more than 50 years of collective investment market experience across the team. Our backgrounds span investment banking, investment management, treasury, family office investing and wealth management.
Wealth Management is at the heart of our business. We help professionals, doctors, lawyers, business owners, investors and families build, manage and protect their wealth through considered financial planning, investment advice and long term strategy.
Wealth management is central to the firm and includes financial planning and investment advice within the relevant advice engagement. PCM also operates specialist Mortgage Broking and Personal Insurance services, each with its own process, scope and regulatory framework.
Financial decisions rarely stand still. As income, investments, family circumstances, business interests and long term objectives change, your wealth management strategy should evolve with them. Our role is to provide considered advice and help clients make informed financial decisions over time.
We work with clients face to face at 1 Bligh Street in the Sydney CBD and virtually with clients elsewhere in Australia and internationally. Most of our clients are based in Sydney, including the CBD, Eastern Suburbs, North Shore and Inner West.
Wealth management and financial planning for clients whose income, investments, superannuation and financial responsibilities become more complex over time.
Wealth management and financial planning for medical professionals building investments, managing superannuation and planning for long term financial independence.
Wealth management and financial planning for lawyers and legal professionals as income, investments, property and longer term objectives develop.
Personal wealth management and financial planning for business owners balancing business interests with investments, superannuation, retirement and family objectives.
Long term wealth management for clients with established investment portfolios or more sophisticated financial positions.
Retirement focused wealth management and financial planning across superannuation, investment portfolios and sustainable retirement income.
Our Ethos
We put ethical conduct and integrity at the centre of our client relationships.
We apply the same standard of professionalism whether a client is beginning to build wealth or managing an established financial position.
Clients deal with named people and can expect clear, responsive communication throughout the relationship.
Within each relevant advice or credit engagement, products and services are assessed on their merits and applicable remuneration or commissions are disclosed as required.
Clients can engage Private Capital Management for the specialist services relevant to their needs. Some clients work solely with our Wealth Management team, while others may separately engage our Personal Insurance or Mortgage Broking divisions as their circumstances evolve.
Long term wealth management, investment strategy and financial planning tailored to agreed client objectives and circumstances.
A separate mortgage broking division providing home loans, refinancing and investment lending through relationships with more than 30 lenders.
Advice on personal risk protection, including life, TPD, trauma and income protection where appropriate to the advice engagement.
Our People
Nathan Ide has 20 years of experience across financial markets, investment banking, investment management and wealth management, including experience with some of the world's largest banks. He is a frequent presenter at the Australian Securities Exchange and at industry events. Nathan holds a Bachelor of Commerce and an MBA from the University of Sydney, where he received the University Prize in Academic and Leadership Excellence.
Nathan is authorised by ASIC to provide financial advice (RG146) and credit advice (RG209), both confirmable on ASIC's public registers.
Andrew Sharrock has more than 25 years of experience across investment banking, treasury and wealth management, including leadership of global teams. As Managing Director at State Street Bank in Hong Kong, Andrew oversaw the bank's APAC balance sheet activity. He later joined a Hong Kong family office as Chief Investment Officer, where he built risk adjusted portfolios and established the firm's investment, ESG and operational frameworks.
Andrew holds a Bachelor of Commerce from the University of Sydney, together with several finance qualifications, and previously held a Type 9 Responsible Officer licence in Hong Kong.
Licensed and Accredited
50+
Years of collective investment expertise
AFSL 342880
Authorised Representative 1239545
ASIC
Qualified Tax Relevant Provider, Nathan Ide
ACL 389328
Credit Representative 484265
