Private Wealth Management
Private Wealth Management
At Leyland Private Asset Management, we offer a personalised wealth management experience. Our dedicated team handles all aspects of your portfolio, from investment selection to administration and reporting, allowing you to focus on what matters most.
By partnering with us, you can have peace of mind knowing that your wealth is being actively managed and aligned with your individual aspirations.
Security and transparency
Clients have real-time access to their portfolios through our comprehensive reporting platform.
Importantly, clients receive all the benefits of share ownership, including voting rights, dividends, franking credits, rights issues and share buy-backs. Investments are held directly by the client ensuring that the assets are fully protected.
Administration
All administration associated with the portfolio is managed by Leyland Private Asset Management.
Open Communication
We believe in open and transparent communication. In addition to real-time access to their portfolio, clients are free to contact their designated investment specialist as and when desired.
Private Wealth Mgmt Accounts are only available for clients who qualify as wholesale for the purposes of section 761G of the Corporations Act 2001 (Cth).