Experienced and Aligned Team
PPM is a boutique investment manager. It is managed and majority owned by its employees and founding shareholders. Our IMA and SMA solutions enable our clients to access our investment management expertise and proven track record in building and managing Australian and International equities portfolios.
PPM employs an experienced team of investment managers and professionals in investment administration, accounting, client services, business development, governance and compliance. Our remuneration structure reflects a philosophy that aligns our Portfolio Managers interests with the interests of our clients, who invest alongside our clients.
“PPM was an early innovator, recognising over 20 years ago the individual portfolio management needs of SMSF trustees, family offices, not-for-profit organisations and wealthy individual investors.”
Hugh MacNally,
PPM Chairman & Portfolio Manager
Disciplined Process
At PPM we hold accomplishment, integrity and acting in the best interest of clients as our highest values. We have a strong internal governance and compliance program to ensure that compliance is a part of our everyday culture.
PPM believes that there is a direct link between a company’s approach to its environmental, social and governance impacts (ESG) and its shareholder value and as such we incorporate ESG considerations into our investment evaluation processes.
PPM has engaged the following well regarded service providers; Apex Fund Services for custody requirements and SS&C for portfolio management and reporting to ensure that our services are delivered by well-regarded professionals.
CONTACT US
We would be delighted to have the opportunity to discuss your portfolio requirements and the benefits of our investment expertise in helping you secure your successful financial future.
or phone (02) 8256 3777
