Individual Managed Accounts
The Armytage business was founded on the management of truly ‘individual’ Australian equity portfolio’s for high net worth families, charities and small institutions. The Firm has been looking after individuals’ needs in these accounts since 1997.
The service differentiates itself through offering a customised portfolio management service designed to exactly match the wholesale investor’s needs. A mandate is established in conjunction with you at the beginning of our relationship and adhered to on a discretionary basis until such time as adjustments are required.
Armytage offers the strength of our in-house funds management team and process, with the security of an external, regulated custody / administration and reporting system.
The Process
Risk Control
All portfolios are monitored live in Armytage’s portfolio management system. Tracking of all risk measures including portfolio volatility, attribution analysis, seasonality, news events, statistical and fundamental analysis helps us to monitor the desired outcome for y our portfolio.
Armytage has an independent compliance department that helps oversee mandate instruction as a cross-check to ensure the portfolios are being monitored in an appropriate manner. Armytage is also audited on a semi-annual basis to ensure quality and accuracy amongst its funds management team.
The business has appointed independent custodian, Equity Trustees Limited to take care of all security trade settlement, corporate action notification, portfolio reporting (online and hard copy) and taxation reporting documentation.
The Armytage team has over 100 years experience in research, portfolio management and research analysis. It is through this experience that Armytage can work with you to develop an appropriate asset allocation and risk / return strategy to meet each individuals needs.
Advantages
Professional Asset Management
Timely and well researched investments by our experienced team
Access to small capitalization investments that are generally illiquid and have low broker coverage
Options returns can substantially improve portfolio income – subject to larger portfolios and client suitability
Direct Ownership
Investments are owned and registered in your own name
Assets are held by an independent custodian
Direct Benefits
Ability to use all benefits accruing via direct ownership
Imputation (Franking) Credits
Tax structuring and CGT monitoring
Gearing
Individual Managed Investment Portfolio
Asset allocation and stock selection is tailored to individual requirements
Strong Reporting Focus Comprehensive monthly reporting system
Full and unequivocal disclosure
Detailed tax reporting