Individual Investors

- trusted investment management partner
Since 1995 PPM has acted as a trusted long-term service provider to many individual clients, single family offices and multi-family offices.

We support our client’s goals by managing investment portfolios to grow and preserve wealth, provide tax effective investments, and ensure high standards of governance and oversight.

The Individually Managed Account (IMA) is the ideal and transparent structure to help meet these investment objectives. IMAs are a discretionary management service whereby clients delegate the day to day investment decisions and implementation of their chosen investment strategy to PPM while retaining the full beneficial ownership of their investments.

The key benefits of PPM for Individual and Family Offices include:

  • Highly experienced professional investment management team
  • Strong track record of capital preservation and above benchmark long term performance
  • Tailored investment management to suit each individual investor
  • Transparency of portfolio holdings and transactions
  • Cost effectiveness  compared to both self-management and relative to unitized managed funds
  • The attributes of direct share ownership, including franking credits and potential tax concessions, and ability to participate in institutional share offerings
  • Safekeeping of assets through an independent custodian
  • Tax effective investment management including the ability to import an existing portfolio taking into consideration taxation implications.
  • Regular comprehensive Individual reporting, including performance, tax, transactions, and personal commentary (online account access and formal quarterly portfolio performance appraisals, portfolio commentary, and annual tax reporting)

And in addition in relation to Family Offices PPM offers the additional benefits of:

  • Satisfying the family office investment control and oversight requirements via PPMs transparent IMA structure and clear investment philosophy.
  • Flexible custody arrangements of the family office’s choice.
  • Attendance at family office investment committee meetings.
  • We support the family office's financial goals by managing investment portfolios to grow and preserve wealth across generations, provide tax effective investments, and ensure high standards of governance and oversight.

For a comparison of different investment structures including Individually Managed Accounts, managed funds, ETFs, Separately Managed Accounts, and listed investment companies, please refer to PPM's short paper Investment Structures Matter. And for more information about the differences between Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) please refer to PPMs short paper Individually and Separately Managed Accounts.