Personal Information
Organization / Workplace
Sydney, NSW Australia
Industry
Finance / Banking / Insurance
Website
www.ppmfunds.com
About
Private Portfolio Managers (PPM) is an independent boutique investment manager focused on generating superior long-term, tax effective returns.
We employ a research driven, index unaware, and risk adverse approach to our thematic investment process.
Founded in 1995, we manage Australian equity (ASX) and fixed interest portfolios for:
Families & Individuals with significant wealth
Superannuation funds
Charities
Our services are delivered through an Individually Managed Account - IMA structure tailored for the individual needs of each investor.
Tags
ppm investment opportunities s&p500 earnings g
family wealth management
investment management
family office
family wealth
seperately managed accounts
etfs
listed investment companies
managed funds
individually managed accounts
imas
exchange traded funds
smas
fund
uhnw
office
hnw
wealth
family
manager
structures
investment
effective
tax
See more
Presentations
(2)Personal Information
Organization / Workplace
Sydney, NSW Australia
Industry
Finance / Banking / Insurance
Website
www.ppmfunds.com
About
Private Portfolio Managers (PPM) is an independent boutique investment manager focused on generating superior long-term, tax effective returns.
We employ a research driven, index unaware, and risk adverse approach to our thematic investment process.
Founded in 1995, we manage Australian equity (ASX) and fixed interest portfolios for:
Families & Individuals with significant wealth
Superannuation funds
Charities
Our services are delivered through an Individually Managed Account - IMA structure tailored for the individual needs of each investor.
Tags
ppm investment opportunities s&p500 earnings g
family wealth management
investment management
family office
family wealth
seperately managed accounts
etfs
listed investment companies
managed funds
individually managed accounts
imas
exchange traded funds
smas
fund
uhnw
office
hnw
wealth
family
manager
structures
investment
effective
tax
See more