Your clients' portfolio, built for their specific situation.
Discretionary portfolio management for advisers and your clients.
Private Portfolios provides wholesale clients with a dedicated, bespoke investment management service.
Unlike managed accounts, which apply a model portfolio to multiple clients, Private Portfolios constructs and manages a unique portfolio for each client, built around their specific situation, objectives, and constraints.
The Private Portfolio Manager takes responsibility for the portfolio. They know the client’s holdings, their tax position, their income needs, and their investment preferences.
Minimum Required Investment: $1 million per investing entity
Structure: Individually Managed Account
The most common triggers.
Private Portfolios is designed for advisers with wholesale clients who require a bespoke investment solution.
Clients with complex financial situations that a standard managed account cannot adequately address.
Clients with a large investment portfolio who want direct equity holdings and a manager relationship.
Clients with specific tax considerations, income requirements, or legacy holdings that require a tailored approach.
Clients who want access to alternative and private market opportunities.
Built around the client, not the model.
A dedicated Private Portfolio Manager.
Every Private Portfolio client has a Private Portfolio Manager who is responsible for that portfolio every day. This is not a pooled service. The manager knows the client's situation.
Bespoke construction
Portfolios are built from the ground up around each client's mandate - not adapted from a model. Direct equity, private assets, income strategies, and tax-aware construction are all available.
Private Portfolios is available to wholesale clients only, as defined under section 761G of the Corporations Act 2001 (Cth). Advisers are responsible for determining wholesale client status.
How a Private Portfolio is built.
Introduction
Adviser introduces the client and confirms wholesale eligibility. The Private Portfolios team engages to understand the client's financial position, objectives, existing holdings, tax considerations, and income requirements.
Mandate
A Private Portfolio Manager is assigned. The manager and the adviser work together to establish the investment mandate - the specific parameters within which the portfolio will be built and managed.
Construction
The portfolio is constructed. Direct equity selection, asset allocation, and any specific mandate requirements - tax-aware construction, excluded sectors, income targets - are incorporated from the outset.
Ongoing management
The Private Portfolio Manager monitors and manages the portfolio daily. The adviser and client receive regular reporting and direct access to the manager for questions, reviews, and updates.
Resources for advisers and clients.
Private Portfolios - Adviser Brochure
For financial advisers. How the service works alongside your advice, the mandate process, and what your clients receive.
Private Portfolios - Client Brochure
For wholesale clients. What a bespoke portfolio looks like, the named manager relationship, and what to expect.
Ready to talk it through?
Whether you are an adviser with a client in mind or a wholesale client yourself, the first step is a conversation with the Private Portfolios team.
Speak with the Private Portfolios team.
Tell us about the client situation and we will be in touch within one business day. Private Portfolios is available to wholesale clients only, as defined under section 761G of the Corporations Act 2001 (Cth).