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Institutions
Accurate, timely and accessible information are critical to the successful management of institutional portfolios.
The size of the Myer Family Company’s portfolio demands that it be managed within an institutional framework founded on institutional operational support.
The platform that underpins the institutional outcomes required by the Myer Family Company is made available to a number of listed investment companies, unlisted funds and single family offices.
It may include all or some of custody and portfolio administration, net asset value calculation, as well as accounting and tax compliance.
It may also include developing an investment committee charter and an investment policy, together with ongoing investment advice.
Portfolio administration
As an investor, it is critical that you know the position and character of your portfolio at any point in time…
Investment
Our common goal is to balance capital preservation, growth and income within a coherent portfolio structure and strategy…
Please call us
MELBOURNE
Michael Smolders
Head of Family Office
& Wealth Services - Melbourne
Telephone: 61 3 9207 3000
SYDNEY
Jason Swan
Senior Client Adviser - Sydney
Telephone: 61 2 9224 7600
PERTH
Julian Butler
Head of Family Office
& Wealth Services - Perth
Telephone: 61 8 9230 7700