Infinity
Private
Portfolios
Our specialised portfolio management solution for Wholesale Investors, delivering a tailored approach to circumstances and investment objectives.
Infinity Private Portfolios is an Individually Managed Account (IMA) service offered and administered by Infinity Portfolio Management. A dedicated Private Portfolio Manager partners with clients and their advisory team, including financial advisors, accountants and estate planning specialists, to construct and manage a portfolio that truly delivers on client requirements.
INSTITUTIONAL
STYLE PORTFOLIO
MANAGEMENT FOR
PRIVATE INVESTORS
After partnering with a client to construct a tailored investment program, day-to-day investment decisions and management is delegated to a team of investment professionals. Clients retain beneficial ownership of their investments, transparency via our interactive client portal, including daily reporting, and ongoing contact with their Private Portfolio Manager.
A Private Portfolio Manager regularly reviews the portfolio with clients and their specialist advisers to make sure it continues to meet their individual requirements.
Infinity Private Portfolios is suitable for high net worth individuals, self managed superannuation funds, family offices, trusts, companies and not-for profits.
Our clients and
their professional
adviser’s value
- Aligned Private Portfolio Manager
- Highly-Tailored Portfolio Construction
- Discretionary Management
- Institutional-grade Investment Options
- Specialised Equity Income Portfolios
- Individualised Tax Awareness
- ESG & Sustainability Integration
- Comprehensive Reporting Suite
- Investment Administration & Mailing House
- Cost Effective Operation
- Retention of Beneficial Ownership
- In-specie Transfer Existing Assets
