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.

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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