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Seven Two Partners enters wealth management industry


Seven Two Partners, a newly formed investment consulting firm, has entered the wealth management industry.

Seven Two Partners’ primary focus will be to provide opportunities and solutions that improve returns and reduce risks for client portfolios.

"We believe that every investor has the right to an outstanding investment portfolio," says Nick Rotello, founder of Seven Two Partners. "We provide our clients with detailed research, exhaustive due diligence, and conflict-free recommendations. In addition, we aggressively manage client risk and proactively minimise the negative consequences that risk can bring to their portfolio."

Rotello is an investment industry veteran with a background in global investment research and implementation across all asset classes. Prior to launching Seven Two Partners, he was the director of investment consulting at Crestone Capital Advisors, a USD1bn wealth management firm located in Colorado.

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