Portfolio Management Services for eligible investors
PMS offers professionally managed portfolios with a degree of customisation, designed for investors who meet the regulatory eligibility requirements.
Overview
Under a Portfolio Management Service, a registered portfolio manager invests in securities on behalf of the investor, typically in a portfolio held in the investor's own name. Strategies differ in style, concentration and approach.
We help eligible investors understand how PMS differs from pooled products, what questions to ask about strategy and process, and whether a PMS allocation fits alongside the rest of the portfolio.
What clients typically look for
- A professionally managed approach for a defined portion of investable wealth
- Transparency on holdings, strategy and how the manager makes decisions
- Clarity on minimum investment thresholds and eligibility
- A view of how PMS sits alongside mutual funds and other holdings
Key considerations and risks
- PMS is available only to eligible investors and subject to regulatory minimums
- Strategies are market-linked and may be concentrated, which can raise volatility
- Fee structures vary and may include management and performance-linked components
- Taxation of PMS portfolios can differ from pooled funds and should be reviewed with a qualified tax professional
- Past performance of a strategy does not predict future results
How the conversation works
Check eligibility
We discuss whether PMS is appropriate and whether you meet the applicable requirements.
Review strategies
We outline how available strategies differ in approach, concentration and risk.
Understand costs and terms
We walk through fees, lock-ins, reporting and other service conditions in the offer documents.
Decide and monitor
If you proceed, we help you track the allocation within your wider plan.
Frequently asked questions
PMS is intended for eligible investors who meet the minimum investment and other requirements set by the regulator. We can discuss whether this applies to you.
A mutual fund pools money into one scheme, while a PMS portfolio is generally managed on an individual account basis with its own holdings and reporting. The cost, minimums and risk profile can also differ.
Yes. PMS investments are subject to market risk and there is no assurance of returns or protection of capital.
Important information
Portfolio Management Services involve market risk and are available only to eligible investors. Read the disclosure document before investing. Eligibility and availability depend on individual circumstances and applicable regulations. This page is general information and not personalised advice. See our risk disclosures.
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