Private Portfolio Managers

tailored investment managementPrivate Portfolio Managers Pty Limited (PPM) is a boutique investment manager founded in 1995.

Our aim is to deliver returns by taking a long term and thematic approach to investment whilst maintaining a strong focus on capital preservation.

Our services are offered to individuals, family offices, Institutions and Not-For-Profit organisations (Charities, Schools, Associations) who have a minimum of $500,000 to invest.

We manage individual portfolios in Australian and International equities incorporating the specific tax considerations, risk appetite and income requirements of each client.

PPM utilises an Individually Managed Account (IMA) structure that enables our investment management services to be tailored to meet the specific requirements of each client.  By working with each client and their advisers, PPM is able to customise each client’s portfolio to suit their individual tax, income and investment requirements. This tailoring can include the specific inclusion or exclusion of individual companies, market segments or industries.