Private Portfolio Managers (PPM) has successfully offered Global equity growth Individually Managed Account (IMA) portfolios for clients since 2007 and now in recognising the limited options advisers and their clients have to access an actively managed global shares, has launched the PPM Global Growth Model on Powerwrap as an SMA in both investment and superannuation options.

The PPM Global Growth Model is a concentrated portfolio of 20 to 25 global stocks in developed markets – principally the US, Europe and UK. Investment opportunities are selected using PPMs stock selection approach which uses three core concepts to identify financially strong, strategically superior and high return versus cost investments. PPM uses a ‘bottom up’ process and has a long term approach as indicated by the low portfolio turnover.

Hugh MacNally, CEO and Founder of PPM, sees the PPM Global Growth SMA model as an ideal solution for financial advisers who themselves do not have the capacity to access global markets and whose clients want access to the advantages of direct equity exposure (transparency, lack of pooled tax consequences and low cost). PPM saw the Powerwrap Smartwrap platform, with its stockbroking and execution for Australia and Global markets, as a compelling partner for launching their first global SMA.

PPM will be one of only two global SMAs on the Powerwrap approved product list. Richard Carr, Head of Distribution at Powerwrap, is very supportive of the PPM launch commenting that “Advisers have been frustrated with limited direct global investment options and see global markets as key to gaining portfolio diversification.”

PPM’s SMAs enable clients to access their highly experienced team of investment managers, in-depth proprietary research and a proven track record of over 20 years of successful management in equities investment solutions.

PPM seek to provide superior returns through their disciplined bottom up approach that does not listen to market sentiment but adheres to fundamental measures of value and risk.

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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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Valant Capital is a new company created to provide leading platform, investment and insurance solutions to Synchron advisers. Valant Capital is the distributor of the High Wrap Investment Account, Superannuation Account and Pension Account. Ten Valant Capital model portfolios are available through the High Wrap platform.

Valant Capital Director Dr John Morrison, who is already conducting a second series of presentations to Synchron advisers across the country, said adviser interest demonstrates that Valant Capital has put together the right offer. “To spark the interest of advisers, particularly those who have traditionally focussed on providing risk advice, you have to give them cost-effective solutions that really work for their clients and that make their job easier,” Dr Morrison said. “We believe we have a solution that is appropriately priced, that really delivers in terms of features, and that is easy to understand and easy to use.”

Powerwrap Limited Head of Distribution, Richard Carr, who is presenting the High Wrap product and demonstrating the High Wrap portal across the country, said around 350 of Synchron’s 420 advisers have so far attended the Valant Capital presentations. “Around 70 of the advisers who saw our first presentation, so one in five, has asked for more information and a call back,” Mr Carr said. “Since then, enquiries have increased that number to 80-85, so we now have interest from almost one in four.”

Powerwrap is Australia’s fasted growing non-aligned platform and has approximately $5 billion in funds under administration.

A number of key components add up to the win for Valant Capital, according to Dr Morrison. “A lot of work went into pricing – we modelled it, then we remodelled it and then we modelled it again. By removing much of the institutional profit we believe we have arrived at pricing which, gauging by adviser interest, is obviously about right.”

Dr Morrison believes another aspect that is attracting advisers to the offer is the quality of the High Wrap Platform. “Powerwrap is the administrator of the platform and High Wrap’s product features are clearly those that advisers really want,” Dr Morrison said. “The simplicity and functionality of the portal is another bonus.”

Also making the offer attractive to advisers is the involvement of Lonsec Investment Solutions as asset consultant to the Valant Capital Investment Committee for the 10 model portfolios.

“Powerwrap is powering the High Wrap platform and Lonsec Investment Solutions is providing the model portfolio smarts,” Dr Morrison said. “They are both no-nonsense partners who are extremely easy to work with and who enable us to provide optimal solutions. Together, we will be able to give Synchron advisers the tools they need in order to offer their clients access to the best possible solutions, at the best possible price.”

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