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About Private Capital Management

Private Capital Management is a privately-owned firm specialising in wealth management, financial planning, and mortgage broking. Headquartered in Sydney, Australia, our team of seasoned professionals brings over 50 years of collective expertise in investment markets.

Our client base spans internationally and across Australia, with a strong concentration in Sydney, particularly in the inner suburbs of the CBD, Eastern Suburbs, North Shore, and Inner West.

We offer virtual and face-to-face services to our clients. We take pride in the diversity of our client relationships, ranging from young professionals to high-income, sophisticated investors.

This breadth of perspectives and experiences enables our team to gain a comprehensive understanding of every aspect of our clients’ financial journey

Our Ethos And Client Charter

At our core is a commitment to exceptional service, ethical advice, and trusted partnerships. We design and implement wealth strategies with precision, working alongside our clients for the long-term.

We Promise To

Look after our clients ethically and with integrity

Treat all our clients with the same respect and professionalism

Respond to our clients in a timely fashion

Recommenced products and services which are best-in-breed and free from conflict

How We Grow, Leverage
And Protect Our Clients Wealth

WEALTH MANAGEMENT & FINANCIAL PLANNING

Disciplined, long-term wealth management is at the core of our philosophy. We carefully evaluate factors such as risks, valuations, and tax impacts to design personalised investment strategies tailored to meet each client’s unique goals and aspirations.

MORTGAGE BROKING

Our mortgage broking services offer clients access to a competitive lending platform with over 30 lenders. We support clients at every stage – from first-time homeowners to experienced property investors managing complex portfolios.

INSURANCE

We help clients navigate the complexities of securing tailored insurance solutions, with direct access to underwriters. Our strategies include income protection, trauma and crisis cover, and life and total permanent disability (TPD) insurance. As part of our review process, we highlight that adviser-recommended policies may offer broader cover and better payout terms than standard superannuation policies.

About Private Capital Management

Nathan Ide

PARTNER

Nathan has over 17 years financial markets experience within Investment Banking, Investment Management and Wealth Management and has worked within some of the world’s largest banks. Nathan has presented an official TED talk looking at Australia’s superannuation industry and has been a frequent presenter at the Australian Securities Exchange and many industry events.

Nathan attended St. Paul’s College, within the University of Sydney, and holds a Bachelor of Commerce. He also holds a Master of Business Administration (University Prize in Academic and Leadership Excellence) also from the University of Sydney.

Nathan is authorised by ASIC to provide Financial Advice (RG146) and Credit Advice (RG209) which can be confirmed on ASICs registers.

Nathan Ide, Far Left, New York Stock Exchange,
Closing Bell, New York City, 2013

Nathan Ide, TED Stage, Boston, 2013

Andrew Sharrock

PARTNER

Andrew has over 25 years of experience across investment banking, treasury, and wealth management, with a focus on leading global teams and enhancing investment returns. As Managing Director at State Street Bank in Hong Kong, he oversaw APAC balance sheet activity. Transitioning to a Hong Kong Family Office, Andrew served as Chief Investment Officer, building risk-adjusted portfolios and establishing investment, ESG, and operations frameworks.

He holds a Bachelor of Commerce from the University of Sydney, multiple finance qualifications, and previously held a Type 9 Responsible Officer licence in Hong Kong.

BOOK YOUR COMPLIMENTARY DISCOVERY SESSION

Private Capital Management Pty Ltd ABN 53 605 904 309

Private Capital Management Pty Ltd Credit Representative Number 484265 is Authorised under Australian Credit Licence Number 389328

Private Capital Management Ptd Ltd Authorised Representative Number 1239545 is a Corporate Authorised Representative of Advice Evolution Pty Ltd AFSL 342880

GENERAL ADVICE WARNING

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

MORTGAGE BROKING DISCLAIMER

Your full financial situation would need to be reviewed prior to acceptance of any offer or product.

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