Hugh MacNally

PPM Chairman and Founder, Hugh MacNally, is delighted to confirm that in line with PPM’s broader objective of meeting dealer group demand for direct portfolio solutions, that our SMA model Australian Equities and Global Equities portfolios are now available on the Endeavour, HUB24 and OneVue administrative platforms in addition to PowerWrap.

Mr. MacNally commented that “particularly in the current environment with daily headlines from Royal Commission, dealer groups want to be able to provide their clients with transparent access to proven professional investment management. PPM’s Australian equity and Global equity model portfolios provide them with that access and the platforms with the administrative ease, particularly to direct international equities, to enable them to see directly what they hold and clearly understand what they are paying for.”

The growth in directly managed portfolios has been significant and a welcome change for dealer groups from the limited unitised or passive international investment options.

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Andrea Slattery

Private Portfolio Managers Pty Limited (PPM) an established boutique funds manager and IMA provider with 20+ year performance track record, has welcomed Andrea Slattery as a Board Advisor.

Andrea was the Founder/MD/CEO of the Self-Managed Super Fund Association (SMSFA) and is well recognised in the finance industry for her vision, integrity and financial credentials – directing the SMSFA to become an authoritative Australian industry body and leading the seven-fold transformational growth of the SMSF sector over the last 14 years.

Andrea, while having been an Independent Non-Executive Director (NED) & Governance expert in Australia for 26 years in ASX, Commercial, Government & NFP sectors, is currently building her NED portfolio. She has particular experience in financial services, public policy, infrastructure, innovation, technology, energy and investment and her current Board roles include Clean Energy Finance Corporation (CEFC:GOV) and Argo Global Listed Infrastructure (ALI:ASX).

Andrea has achieved numerous accolades for her work, receiving some of the most prestigious awards in Australia. In 2014 she was awarded the Australian Woman on the Year in Financial Services. In 2015 she was awarded the Invisible Government Award and in 2017, was nominated for Australian of the Year. She has also been publicly recognised by two Prime Ministers, Government, Media and the International Finance Community as one of Australia’s most influential and strategic thought leaders in the Financial Services sector.

PPM Founder and Chairman Hugh MacNally said, “We are delighted to welcome Andrea to advise our Board. Her vision, integrity, deep knowledge of financial markets and overall business acumen will be a welcomed addition to assist our Board of Directors and facilitate the development of our strategic vision”. Andrea will commence her position as Board Advisor of PPM immediately for a term of 12 months.

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PPM has long standing relationships with a number of the Powerwrap advisers and has selected the platform to launch the first in a series of SMA strategies. Initially, PPM has made their flagship Australian Equities IMA portfolio available on Powerwrap’s super and non-super platform.

Commenting on this, Powerwrap’s Richard Carr said he “was pleased to have been selected by PPM for the launch of their SMA. The addition of PPM to our Smartwrap offering is in line with our focus on delivering on of the widest range of investment choices to our clients. We are confident advisers will welcome the addition of the PPM SMAs.

Hugh MacNally Chairman of PPM said ‘Launching SMA strategies on the Powerwrap platform allows us to extend the options available for financial advisers and investors to access our investment strategies.“

PPMs has a proven capability in building and managing concentrated share portfolios in an IMA structure generating superior long-term, tax effective returns. Launching the SMA structure is seen as a natural extension for PPMs growth plans.

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The addition of Mr Hardy comes as PPM continues to expand its offerings to family offices, charities and wealthy individuals through its bespoke individually managed accounts (IMA) service.

Mr Hardy joins PPM from Centric Portfolio Managers, the IMA arm of Centric Wealth, where he was the chief investment officer overseeing more than $300 million in funds under management. He was also the investment manager for Centric Wealth’s Private Capital Division, managing an additional $100 million in funds.

PPM founder and director Hugh MacNally said Mr Hardy’s wealth of investment management experience would bolster the firm’s already strong research and portfolio management capability.

“Ian’s investment views align with PPM in terms of adopting a long term approach, investing in a limited number of exceptional companies, managing company risk and minimising tax to produce superior outcomes for investors. This long term approach has resulted in a cumulative outperformance of the benchmarks by over 178% after fees since inception for PPM’s growth managed accounts,” Mr MacNally said.

Prior to Centric, Mr Hardy worked at Halliday Financial Group, a specialist high net worth advisor which was acquired by Centric Wealth. During his time at Centric and Halliday, he was instrumental in driving the development of the IMA offering.

“Mr Hardy has been at the forefront of the managed accounts business and in particular IMAs. Combined with our 15 year track record in managing IMAs, Ian’s experience will ensure PPM remains a leader in managed accounts and servicing the investment management needs of successful individuals, families and charities,” Mr MacNally said.

Before working at Halliday, Mr Hardy’s experience included time at Challenger as the group chief investment officer where he was responsible for more than $8 billion in funds under management.

“We are extremely fortunate to have someone as talented and well aligned to our philosophy join PPM. Ian will deepen both our investment management capability and capacity,” Mr MacNally concluded.

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