About the SGH Individual Portfolios service
The SGH Individual Portfolios service provides a comprehensive discretionary portfolio management service that allows investors to tailor an investment portfolio to their individual needs.
The service is available to wholesale clients and is suitable for individuals, self-managed superannuation funds, family offices, trusts, companies and not-for-profits/charitable organisations. Clients delegate their investment decisions and implementation of their chosen investment strategy to us whilst retaining beneficial ownership of their investments.
This service offers significant benefits, including:
- Access to an experienced team of professional institutional portfolio managers engaging in comprehensive stock research and analysis of management, financials and ESG factors.
- Actively managed portfolio solution for your investment needs and objectives
- Direct share, bond and variable note ownership suiting individual income, growth and tax requirements
- Transparency and flexibility
- Global sub custodian for security and safety of assets
- Long history of portfolio performance meeting client investment objectives
- As an independent fund manager we offer open architecture and a best of breed approach
- Regular comprehensive individual reporting and online up-to-date access to portfolios.
The History of SGH Individual Portfolios
SGH Individual Portfolios was established in May 2023 combining the SGH Private Client Portfolio business with DMP Asset Management.
Whilst the name of the business unit has changed, the specialist, discretionary portfolio management that DMP has offered its clients since 1991 will continue to be delivered without any disruption conducted by the same trusted team, with enhanced research capability and investment performance underpinned by the strength of the broader SGH Group.
In March 2019, DMP merged with SG Hiscock & Company.
DMP Asset Management (DMP) and its predecessor firms was established in 1991 before a management buyout in 2010 lead to the formation of the DMP brand.
SGH was established in 2001 by six principals and is fully owned by staff.