Private Portfolio Managers

Private Portfolio Managers (PPM) is an independent investment manager focused on generating superior, tax effective returns in shares and fixed interest securities. Our aim is to maximise real returns and preserve capital by adopting a truly long term view and a unique thematic investment approach.

Founded in 1995, we offer tailored investment management services to:

• Successful families, family offices, and individuals
• Charitable organisations and foundations
• The public offer York Superannuation Fund

To best serve investors and their trusted advisors, we utilise an Individually Managed Account (IMA) structure to protect and maximise the interests of each investor.