PPM Team - Private Portfolio Managers

Experienced Investment and Management Team

PPM employs an experienced team of dedicated investment managers and professionals in research & portfolio management, investment administration & reporting, settlement & accounting, governance & compliance and business development & client services. Our staff hold a variety of tertiary qualifications, industry accreditations, and specialist qualifications. Our remuneration structure reflects a philosophy that aligns the manager’s interests with the interests of our clients.

HUGH MACNALLY

B.A., ASIA, F Fin, OPM (Harvard) - Exec. Chairman

Hugh MacNally is a Director and the founder of PPM. He has been a full time executive of PPM since 1995 and is responsible for management of portfolios and the analysis of investment opportunities. Prior to founding PPM, Hugh was the Investment Manager at Permanent Trustee Company, where he had responsibility for the management of a large number of portfolios on behalf of estates, individuals and charities, totaling $900 million. Prior to joining Permanent Trustees, Hugh was an analyst and later investment manager at APA Assurance covering Australian and New Zealand equities. Hugh commenced his career in 1984 and has completed the OPM management course at Harvard Business School.

PETER REED

B.Ec., LLB - Portfolio Manager, Director

Peter Reed joined PPM in July 2007 to undertake stock research and portfolio management. Peter spent 8 years during the 1990's with Chase Bank in Tokyo managing international equity portfolios. In 2001 Peter relocated back to Australia, where he joined QBE Insurance, managing Australian and New Zealand equity portfolios. Funds under management within the investment division at the time were in excess of $15 billion. Peter holds a bachelor degree in Economics and Law from the University of Sydney.

IAN HARDY

B.Ec., F Fin - Portfolio Manager, Director

Ian Hardy is a Portfolio Manager responsible for research and investment management of fixed interest and equities. Prior to joining PPM, Ian was Chief Investment Officer at Centric Wealth where he was responsible for $400 million in funds under management. Before Centric, Ian played a key role in building the Challenger business, where he was Group Chief Investment Officer with responsibility for more than $8 billion in funds. Ian has over 30 years investment management and research experience.

FRANKLIN DJOHAN

B.Bus., MBA, CPA - Portfolio Manager

Franklin Djohan joined PPM in 2005, and is responsible for investment research for both domestic and international equities. Prior to joining the investment management team, Franklin was the fund accountant responsible for portfolio accounting and reporting at PPM. Franklin holds a Bachelor of Business in Accounting and Finance, and a Master of Business Administration. He is a member of Certified Practising Accountants (CPA).

Neil Sahai

B. App Fin – Dealer/Analyst

Neil Sahai joined PPM in 2018 as a Dealer and Analyst. He works closely with the Portfolio Managers, undertaking trading duties, investment research and works in an active support role to the investment team in its day-to-day activities. Prior to joining PPM, Neil worked with Ausgrid in Project Management.

MAX HERRON-VELLACOTT

B.Bus – Portfolio Manager

Max Herron-Vellacott is a Portfolio Manager responsible for undertaking investment research for both domestic and international equities as well as managing client portfolios. Max originally joined PPM as an Analyst in PPM's Investment Team after completing a Bachelor of Business (Finance) at the Queensland University of Technology. Max is currently undertaking postgraduate studies in Data Science at the University of New South Wales.

AJAY REDDY

AdvDip Bus Mgt and Marketing, AssocDip Acctg – Operations Manager

Ajay joined PPM in September 2017 as Operations Manager and is responsible for overseeing portfolio administration. Prior to joining PPM, Ajay was Head of Operations at Altair Assets Ltd, where he was responsible for managing and implementing operational functions. Earlier career roles were within insurance and shipping industries. Ajay has over 16 years of management and operations experience in a challenging and rapidly changing financial environment.

JILL MAY

B Bus., DFP (1-4) and FASEA Accredited – Head of Client Relations

Jill joined PPM in 2018 and is responsible for managing the current and future clients and relations in conjunction with the Portfolio Managers and Business Development team. Jill’s diverse experience from prior roles across banking, fixed interest sales, and portfolio and financial markets advisory gives her the ability to understand the holistic client needs and objectives, both in the direct client IMA business and the SMA advisor market. She persists to figure out an answer to a problem, and clients welcome that! Jill holds a Bachelor of Business in Banking and Finance from Monash University and a Diploma of Financial Planning. She is also FASEA accredited.

Warren Jones

Business Development Manager

Warren joined PPM early in 2022 and is responsible for managing the growth and relationships with the financial advisers and practices looking to leverage off the benefits and efficiencies of managed accounts through SMA and IMA structures for better client outcomes. Warren brings a wealth of experience having held senior roles in funds management, corporate and Industry super as well as banking with organisations including NAB Wealth, BT Financial, Contango Asset Management and Statewide Super. Warren holds a Master of Entrepreneurship and Innovation (MEI) from Swinburne University and Advanced Diploma in Financial Services (FP).

Download our team bios