BlackRock Investment Management (Australia) LimitedWhen considering SMAs as a direct equity solution for your clients, logic suggests you consider the best the market can offer. Our locally development SMA offering leverages our global research and knowledge to deliver a leading solution for an established, leading-egde SMA, developed here and backed by BlackRock global know-how, call us today and uncover the many benefits of our award winning Customised Portfolio Service.
Direct Portfolio Services LimitedShareInvest's Separately Managed Account (SMA) Wrap allows you to combine all the typical features and benefits of a wrap together with the efficiencies of professionally managed direct equity and managed fund model portfolios. ShareInvest takes care of the ongoing rebalancing and administration of the portfolios thereby reducing the administrative burden on your back office. The impact is greater efficiency for your office, greater choice for your clients and a single, simple solution for your clients' investment needs.
First Samuel LimitedLevel 11, 350 Collins Street, Melbourne VIC 3000
Tel: 61 3 8610 9222 Fax: 61 3 8610 9299
Website:
www.firstsamuel.com.auHigh worth investors seeking a tailored and integrated service of (a) strategic advice; (b) individual and after-tax portfolio management; and (c) "do-it-for-me" administration should call us. We do not pay or receive commissions. We directly invest (hence you receive the tax-benefits of individual ownership), avoiding managed funds where ever possible. Our decisions are not compromised by being part of a bank or broker. We place our clients' interest above our own.
Leyland Private Asset Management Pty LtdSuite 7, The Balcony, 493 Toorak Road, Toorak VIC 3142
Tel: 61 3 9826 2929 Fax: 61 3 9826 2337
Website:
www.leyland.com.au Leyland Private Asset Management is an independantly owned wealth management boutique with offices in Melbourne and Sydney. We offer Individually Managed Accounts (IMA) to high net worth individuals and families.
There are no entry or exit fees. No establishment fees. No administration fees. No brokerage or transaction fees. The only fee incurred by clients is the management fee which is a fixed percentage of the portfolio's value.
We are value investors with a medium - long term outlook. We invest in companies that are fundamentally sound with a durable competitive advantage and the ability to generate high returns on capital.
Linear FinancialAvailable to dealer groups, financial advisers, stockbrokers and other institutions, the Linear Managed Account platform is the only one of its kind delivering a multi broker, multi asset class system designed with investment managers and financial planners in mind. Thanks to our innate understanding of the financial services industry, compliance, technology and our partnership with some of the most respected names in financial services, we've become the Managed Account platform of choice for Asset Managers.
