Private Wealth Management
A full-service solution that takes care of everything from investment management to administration
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).
What is an Individually Managed Account (IMA)?
An Individually Managed Account is a portfolio of investments held directly in your name and managed on your behalf by a professional investment team. Unlike a managed fund, where your money is pooled with other investors, an IMA gives you direct ownership of each underlying holding. That means full transparency, the tax benefits of direct ownership (including franking credits), and a portfolio that can be tailored to your circumstances rather than a one-size-fits-all mandate.
IMA vs a managed fund — the difference that matters
- Ownership: With an IMA you own the underlying shares directly; in a managed fund you own units in a pool.
- Transparency: You can see every holding in real time, not just a quarterly summary.
- Tax: Direct ownership means franking credits and capital-gains treatment flow directly to you.
- Control: Your portfolio reflects your goals and constraints, not a blended average.
How we manage your portfolio
Explain the process in plain language: initial discovery and goal-setting, portfolio construction across domestic and global asset classes, ongoing active management, and coordination with your other advisers. Reinforce the value-investing philosophy and long-term horizon.
Frequently asked questions
- Who qualifies for Leyland’s services? Wholesale clients under s761G of the Corporations Act.
- How is my money protected? Assets are held directly in your name.
- Can I see my portfolio at any time? Yes — real-time online reporting.
- Do you work with my accountant and lawyer? Yes, we coordinate with your existing advisers.