Our Team

Sam Phillips
Partner & CEO

Sam has worked for over 20 years in the financial services sector in Australia, Taiwan, and Hong Kong. In his last role he was the Head of Secondary Private Equities at MCM Partners in Hong Kong.

Jonathan Ng
Partner & Head of Investments

Jonathan has over 15 years' experience as a finance and investment specialist, with his last 10 years at Russell Investments. He is a CFA charterholder and a Fellow of the Institute of Actuaries of Australia.

Hugh McCaffrey
Partner & COO

Hugh has over ten years’ legal experience, and has worked in top-tier law firms in New Zealand, the Cayman Islands and Australia.

Jess Collins
Investor Relations

Jess has over 8 years experience in the financial services industry, specialising in business operations, sales and technology. Jess is passionate about building genuine business relationships and delivering investment strategies to maximise revenue growth.

Annabel Roberts
Investor Relations

Annabel has worked in the financial services industry for 9 years, spanning multiple roles including advice implementation, operations management and more recently as a Business Development Manager for HUB24.

Rachel Tracey
Investor Relations

Rachel has over 6 years’ of financial services and investment experience, with expertise in client relationship management and investment analytics. Rachel graduated with bachelors of law and commerce.

Josh Fish
Investor Relations

Josh has over 7 years’ financial sales experience, working at Cadence, CBRE and Fortius Funds Management principally within the unlisted property space, with a focus on leasing transactions, capital management (debt and equity), fund and property level modelling.

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About ReachAlts

Reach Alternative Investments is a modern investment portal enabling Australians to access the world's best global private market funds.

We are passionate about increasing access to this exclusive and historically lucrative asset class in a prudent & responsible way.

We partner with the world’s most proven global asset managers.

We have made it our mission to make investing in private markets easier, better and safer for everyone.

A refracted Image of an office building reflecting the infrastructure investment fund by Reach Alternative Assets

What makes us unique?

Access

We have access to some of the most exclusive 
institutional-grade funds, run by the world’s leading fund managers. Many of these funds have never been offered 
to non-institutional investors.

Liquidity

We curate funds on our platform by undertaking extensive due diligence to ensure you only get the highest quality investment options.

Research Focused

We are not a fund manager, private bank or financial adviser. We remain free and independent from any conflict of interest as we curate funds for our community.

Advisor Friendly

We empower financial advisers and planners to assist your clients to better understand these investment opportunities.

A refracted image of birds flying in the sky reflecting the possiblities of private market investment

Our principles

Integrity
We act with integrity, being honest & direct communicators, without prevention.
Client-focused
We provide a high-quality service suited to your needs.
High performance
We work hard, everyday to deliver to you. No compromise.

Who is Reach Alts for?

Reach Alternatives is about access. We serve a range of sophisticated investors, accepting investment starting from AU$15,000, ranging into the tens of millions from both individuals and wealth professionals.

We provide access to ‘wholesale clients’, being ‘sophisticated’ or ‘professional’ investors in Australia (as defined in the Corporations Act 2001 (Cth)).

This includes SMSFs.

We work with wealth managers, advisors and family offices to provide exposure to high quality private equity funds, and take care of time consuming compliance and paper work.

Middle Aged Professional Checks Reach Alternative Investments Portal to monitor private equity portfolio
Middle Aged Professional Checks Reach Alternative Investments Portal to monitor private equity portfolio

How does Reach Alts work?

We research and curate a select number of top-tier private market funds from the world’s leading fund managers, such as Bain Capital, BlackRock, Apollo and many more. You can view our fund partners here.

We then create the legal structure here in Australia to offer those opportunities to you.

Through our investor portal, you can view the details and our research of each fund, chose an investment, sign the documentation and receive tax reporting, all in one place.

Put simply, you can build your entire private market portfolio made up of the best funds globally through Reach Alternative Investments.

FAQS

How do I invest?

It's easy to invest through our investment portal in a few steps:

- Sign up through our investor portal
- Confirm your investment entity
- Select the fund/s you wish to invest in

Our team is available to answer any questions you may have and guide you through every step of the investment process. Contact us to book a meeting.

Is this the right time to start investing in Private Equity?

Private market funds tend to have a longer term view compared to the share market. Private equity funds have historically outperformed public markets by 5% over the last 20 Years and over 8% during years of global recession according to the Bain Global Private Equity Report &  Cambridge Associates.

Why is having diversification in my investment portfolio important?

Diversification is crucial to maintain a balanced investment portfolio. By allocating assets across different investment types, like private equity, you can minimise the impact of a single asset's poor performance. By allocating assets across different investment types, like private equity, you can minimise the impact of a single asset's poor performance. Private equity has historically demonstrated strong returns and low correlation to public markets, providing growth potential and a buffer against market downturns.

Can investing in alternative asset classes potentially lead to better returns than traditional investments?

Alternative investments, including private equity funds, can potentially provide better returns than traditional investments. Our fund managers can access unique opportunities and strategies such as buyouts, venture capital, growth equity, and many other opportunities which may result in higher returns over the long term.

Do I get any distributions over the lifetime of the investment?

Many assume that the lockup period of private equity means you do not see any money until the end of the term of the investment (sometimes, ten years). However, in many private equity funds, investors typically receive distributions each year after an initial period.

From our analysis of data available through Preqin, distributions can start as early as year 2 and many see their initial capital returned by year 6.  Returns are realised through exit strategies such as acquisitions, initial public offerings (IPOs), or secondary sales.

Where can I get more information on your investment opportunities?

Our members can access additional information and supporting documents on specific funds through our investor portal. You can also reach out to a member of our team who will be more than happy to answer any questions you may have.

What is the fee structure?

We pride ourselves on our simple simple, transparent and fair pricing.

Access fee: 1.5% on total committed capital (one-off, on entry). We undertake a significant amount of work to source funds, conduct due diligence and structure an investment.

Management fee: 0.65% annually on funds under management. We undertake ongoing work to manage the investment and provide reporting and compliance.

Fees may vary depending on the fund, please read the Information Memorandum carefully for details.