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Our Services

  • Portfolio Management

  • Administration & Reporting

About Us

CIB Private Wealth Services is a division of CIB Accountants and Advisers that was formed in 2008. Navin Asset Management (AFSL Number 436596) has been providing the licensing, research and portfolio management for CIB Private Wealth since 2012.

CIB Private Wealth specializes in the active management of Australian share portfolios and its disciplined investment approach has delivered strong tax efficient returns for Individuals, Companies, Family Trusts and Superannuation Funds since its inception.

Our Team

We believe in a personalised service where our clients have access to their portfolio managers. Our clients will always deal directly with one of the key team members.

  • Ian Wenham

    Managing Director

    Ian has more than 30 years experience in equity research, investment strategy and portfolio management. In 1988 he became Regional Research Director of BZW Asia in Hong Kong covering 10 countries. Prior to joining Peak as CIO in 2003, Ian managed strategic global equity investments for the Lowy family private fund.

  • Paul Israel

    Director

    Paul has extensive experience in the financial services industry. He has been a portfolio manager with CIB Private Wealth since 2008.Paul’s most recent prior role was as Head of Broking Services at ANZ Bank.

  • Kim McQuaid

    Business Manager

    Kim has more than 16 years administration experience in financial services with Macquarie Bank and Merrils before joining Navin in 2004.

Case Study

Mr W is a long standing CIB and CIBPWS client. He is retired and lives off his superannuation fund

  • 4 years ago superannuation balance was $1,386,013.62. Today his fund is worth $1,503,955.32.
  • Drawing regular monthly pensions. (FY 17 he received $84,000 in payments).
  • His fund has generated an average return of 10.18% pa over the past 4 years, using a low risk approach.

Contact Us