History

Prior to establishing Leyland Private Asset Management in 2003 Charles Leyland was a vice president of Salomon Smith Barney. During this time, many of Charles’ clients expressed a desire to have their investment portfolios professionally managed.

Charles thus established Leyland Private Asset Management, with the goal of becoming his clients’ personal fund manager and administrator.

He then asked himself: “If someone were managing my funds, what would I expect from them?”

He came up with the following answers:

  • A portfolio manager with a sensible investment philosophy aligned with my own
  • Transparency when it comes to transactions, income, expenses and performance.
  • Peace of mind in knowing that my shares are held securely on CHESS and my cash is with a reputable bank.

These three simple philosophies now lie at the core of Leyland’s culture.

Leyland Private Asset Management has flourished as a trusted adviser to our valued clients, now boasting:

  • 7 Portfolio Managers, all applying conservative value investing fundamentals
  • Individual client management, tailored portfolio solutions
  • Above market performance (on average) since inception
  • Offices in Melbourne and Sydney servicing domestic and international clients
  • State of the art reporting and administration systems
  • Market leading research library

We invite you to contact Leyland to discover if our boutique services are appropriate for you.