Private Portfolio Managers
Finance · Australia · 11-50 Employees
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Overview
Headquarters
L 3 2 Martin Pl, Sydney, New South Wales...Phone Number
+61 282563777Website
www.ppmfunds.comRevenue
<$5 MillionIndustry
About Private Portfolio Managers
Private Portfolio Managers (PPM) is a boutique investment manager based in Sydney, specializing in building and managing Australian and International equities portfolios. With over 25 years of experience, PPM offers tailored investment solutions such as Individually Managed Accounts (IMA) and Separately Managed Accounts (SMA) to individual clients, family offices, SMSF investors, and institutional clients. The firm focuses on preserving capital and generating superior long-term returns through a disciplined investment philosophy and a dedicated team of professionals. PPM is committed to providing premium customer service, ensuring each client has direct access to their portfolio manager.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Private Portfolio Manager...
<$5M
11-50
Private
-
1995
WJ
Warren JonesHead of Financial Distribution Advisor
$9.5M
11-50
Public
-
2005
SE
Sebastian EvansChief Investment Officer & Managing Director, At Naos Asset Management
Private Portfolio Managers Tech Stack
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Private Portfolio Managers (PPM) is a boutique investment manager based in Sydney, specializing in building and managing Australian and International equities portfolios. With over 25 years of experience, PPM offers tailored investment solutions such as Individually Managed Accounts (IMA) and Separately Managed Accounts (SMA) to individual clients,... Read More
