SYDNEY, AUSTRALIA – [May 19, 2025] – Private Portfolio Managers (PPM), a boutique investment manager with a proven track record in constructing concentrated equity and multi-asset portfolios, today announced the expansion of its Business Development team with the appointment of Shaun Purcell as Business Development Manager.

This strategic hire follows PPM’s recent achievement of impressive inaugural ratings from SQM Research for its managed account portfolios. The firm’s Global Equities Growth SMA secured a 4.25/5 star “Superior” rating with a “High Investment Grade” designation, while the Australian Equities Growth SMA achieved a 3.75/5 star “Favourable” rating classified as “Investment Grade.”

Shaun will report to Warren Jones, who was recently promoted to Head of Financial Adviser Distribution, and will focus primarily on growing adviser relationships for PPM’s SMA offerings, which are currently available on the HUB24 platform.

Hugh MacNally, Executive Chairman at PPM, commented, “As we continue to build on the momentum from our strong SQM ratings, expanding our distribution capabilities is a natural next step. Shaun’s appointment demonstrates our commitment to growing our presence in the adviser channel and providing exceptional service to financial advisers seeking high-quality managed account solutions for their clients.”

Shaun brings over 15 years of experience in business development and relationship management within the financial services industry. Prior to joining PPM, he served as Business Development Manager at Aware Super, where he significantly increased growth by signing new financial advisors and licensees, managing a substantial portion of the NSW network. His experience also includes roles at AMP, where he substantially increased sales and ranked 2nd nationally among all BDMs for new business applications, as well as positions at Zurich, La Trobe Financial, and Commonwealth Bank.

“I’m excited to join PPM at such a pivotal time,” said Shaun. “The independent validation from SQM Research underscores the strength of PPM’s investment approach, and I look forward to helping more advisers discover the benefits of these highly-rated managed account solutions for their clients.”

PPM’s managed account portfolios follow a disciplined Growth at Reasonable Price (GARP) approach, focusing on companies with superior cash return on invested capital characteristics, conservative balance sheets, and rational competitive dynamics.

Financial advisers interested in learning more about PPM’s SQM-rated managed accounts can contact Warren Jones at wj@ppmfunds.com or Shaun Purcell at spurcell@ppmfunds.com.

About PPM

Founded in 1995, Private Portfolio Managers Pty Limited (PPM), is a privately owned boutique investment manager with a well established track record of constructing concentrated Australian Equities, Global Equities and Multi-Asset portfolios for our clients and their financial advisers. Our investment objective is to grow our clients’ portfolios over the long term using a disciplined & well researched investment process which seeks protection of capital with risk assessed tax effective returns. PPM offers Individually Managed Account (IMA) and Separately Managed Account (SMA) investment solutions across a number of broad investment strategies including balanced, income and growth style portfolios. For more information about PPM and our services please visit our website at www.ppmfunds.com.

About SQM Research ratings:

The ratings contained in this document are issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.