SGH Individual Portfolios

The SGH Individual Portfolios team offers a comprehensive discretionary portfolio management service tailored to the distinct objectives, preferences, and circumstances of each private wealth client.

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Previously DMP Asset Management

Previously SGH Private Client Portfolios

Previously CCI Individually Managed Accounts

Actively managed private wealth portfolios tailored to your requirements

SGH Individual Portfolios delivers a comprehensive private wealth discretionary portfolio management service, designed to meet the unique objectives, preferences, and circumstances of each client. Our approach combines institutional-quality investment management with the flexibility required for sophisticated private wealth strategies.

This private wealth investment service is available to wholesale clients and is suitable for individuals, self-managed superannuation funds (SMSFs), family offices, trusts, companies, not-for-profit or charitable organisations and faith-based investors.

Clients delegate investment decision-making and portfolio implementation to SGH’s experienced private wealth investment team, while retaining full beneficial ownership of their assets.

How to invest

Private Wealth Portfolio Management – Key Benefits

SGH Individual Portfolios offers a range of benefits for private wealth clients, including:

Access to an experienced institutional private wealth investment team undertaking in-depth research, including analysis of company management, financial performance, and ESG factors
Actively managed private wealth portfolios aligned to individual investment objectives, risk profiles, and time horizons
Direct ownership of shares, bonds, and variable notes, supporting tailored income, growth, and tax outcomes within private wealth structures
High levels of transparency and flexibility, with clear visibility over holdings and portfolio decisions
Use of a global sub-custodian, providing enhanced security and protection of private wealth assets
A strong long-term track record of portfolio performance aligned with private wealth client objectives
An independent fund manager offering open architecture and a best-of-breed approach to private wealth investing
Regular, comprehensive reporting with online access to up-to-date private wealth portfolio information

Discover how SGHiscock designs and manages tailored portfolios, combining active management, rigorous research and a client-first approach to deliver long-term investment outcomes.

Individual accounts

At SGH Individual Portfolios, we understand that your private wealth strategy and investment portfolio should be uniquely tailored to you. We take the time to listen and understand your financial objectives, risk profile and personal circumstances, enabling us to design and manage bespoke private wealth portfolios that support your long-term goals.

Family Offices

SGH Individual Portfolios has extensive experience working with Family Offices, providing tailored investment solutions that support the management and growth of private wealth. We work closely with each Family Office to understand its governance structure, investment objectives and risk parameters, enabling us to deliver bespoke portfolio strategies aligned with overarching family and generational goals.

Charitable & Not-for-Profit Organisations

SGH Individual Portfolios has significant experience working with organisations across the not-for-profit and institutional sector, supporting both their specialised investment requirements and the governance frameworks that underpin effective portfolio management.

We work with organisations operating in education, employment, health and medical research, aged care, faith-based and social services, delivering tailored investment strategies that align with organisational purpose, fiduciary obligations and long-term sustainability.

Faith-Based Investors

SGH Individual Portfolios partners with Catholic and faith-based organisations to deliver responsible investment strategies aligned with both financial objectives and ethical values. With a long-standing commitment to serving faith-based entities, we take the time to understand each client’s unique mission, ensuring portfolios reflect sound stewardship, integrity, and sustainable long-term outcomes.

Our History

SGH Individual Portfolios

SGH Individual Portfolios was established in May 2023, bringing together the SGH Private Client Portfolio business and DMP Asset Management to create a specialist discretionary portfolio management offering within the SGHiscock Investment Management.

While the business unit name has evolved, the discretionary portfolio management services that DMP Asset Management has delivered since 1991 continue uninterrupted. These services are provided by the same experienced and trusted investment team, now strengthened by the broader research capability, scale, and financial strength of the SGHiscock Investment Management.

In April 2024, SGHiscock Investment Management acquired CCI Asset Management, further enhancing it’s investment capability, scale, and depth of expertise across its portfolio management and funds management businesses.

Understanding Individual Portfolios

Our Objective

Our objective is to create a bespoke private wealth investment portfolio that aligns with your specific values, including any faith-based requirements, and investment objectives. We seek to identify long-term opportunities while managing risk in line with your individual risk and return preferences. Each portfolio is carefully tailored to reflect your financial goals, ethical and faith-based considerations, and investment timeframe.

Investor Profile

Individual Managed Accounts (IMAs) are designed for wholesale private wealth investors with a minimum investment of $500,000 who are seeking a customised investment portfolio tailored to their unique financial goals, values, and risk profile.

These portfolios form part of a broader private wealth strategy and are suitable for investors seeking transparency, control, and professional portfolio management.

Investment Philosophy

Our private wealth investment philosophy is centred on active portfolio management, supported by disciplined investment frameworks.

The investment team actively manages tactical asset allocations, continuously monitoring and reviewing Individual Managed Accounts to ensure portfolio performance, asset positioning, and risk management remain aligned with your mandated return objectives and risk tolerance.

Where appropriate, indexed strategies may be incorporated to support efficiency and diversification; however, active decision-making remains central to portfolio construction and ongoing management.

Who Can Invest?

Individual Managed Accounts are available to wholesale investors as part of a tailored private wealth management solution.

These bespoke portfolios are particularly suited to investors who wish to ensure their wealth is managed in line with their personal values, ethical considerations, and any other specific investment requirements.

Minimum initial investment: $500,000

Individual Managed  Account Process for  Private Wealth Clients

At SGHiscock Investment Management, our private wealth management approach begins with a deep understanding of your individual circumstances. We take the time to understand your financial objectives, ethical framework, and personal values, ensuring your portfolio reflects responsible investing principles aligned with your long-term goals.

Through our Individual Managed Account (IMA) process, we consider your need for growth, income, or capital preservation, as well as how you wish to balance risk and return. Only once we have a complete picture do we present a tailored investment mandate. This ensures your portfolio is genuinely bespoke, designed specifically for your private wealth requirements.

Each portfolio is constructed using a disciplined investment process grounded in detailed analysis of economic and market fundamentals. Our objective is to deliver superior risk-adjusted returns while maintaining consistency with your agreed investment strategy.

The ongoing management of your private wealth portfolio involves continuous assessment of interest rates, global and local market conditions, and broader macroeconomic trends. We actively evaluate how these factors may influence expected returns and portfolio volatility over time.

SGHiscock Investment Management manages all day-to-day investment decisions on your behalf, strictly in accordance with your mandate. This proactive approach allows us to respond efficiently to evolving market opportunities while maintaining a disciplined investment framework.

A comprehensive risk management process operates in parallel with our investment management activities. This ensures risks are identified, assessed, and managed throughout the investment cycle, providing an additional layer of protection for your private wealth.

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Our Specialists

SGH Individual Portfolios Team

The SGH Individual Portfolios team is dedicated to outstanding client service and responsive support. We work closely with clients to understand their investment objectives and provide tailored private wealth solutions. We are available to discuss your requirements.