DMP Asset Management

About the Individually Managed Account Service

The Individually Managed Account 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. 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 manager’s 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 DMP Asset Management Ltd and 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.  2017 marked the celebration of 25 years of successfully servicing its clients’ funds management needs. In March 2019, DMP merged with SG Hiscock & Company (SGH), a boutique fund manager specialising in Australian equities and property securities (including Australian and global REITs).

SGH was established in 2001 by six principals and like DMP, is fully owned by staff. This brought together two long-standing, quality businesses with a significant depth in investment experience and a shared culture of focusing on client solutions through both funds and bespoke IMA offerings.

Combining the SGH Private Client Portfolio business with DMP under the DMP brand enhances the scale and strength of our research and product delivering more opportunities for our clients via a leading edge platform.

 

Contact

If you would like further information about the Individually Managed Accounts service, please contact:

Angus Graham or Tim Gough
T  03 9981 3300
enquiries@dmpam.com.au

If you are an existing client and would like to make changes to your account, please contact:

Client Liaison
T  03 9981 3300
enquiries@dmpam.com.au

 

RIAA Certification

DMP has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program.  See www.responsibleinvestment.org for further details

The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations.  The Symbol also signifies that DMP Asset Management Ltd (DMP) adheres to the strict operational and disclosure practices and its staff undertake continuing  professional development on responsible investment required under the Responsible  Investment Certification Program for the category of Investment Management  Service when delivering its Tailored Portfolio Service. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia  (RIAA). Detailed information about RIAA, the Symbol and DMP’s Tailored Portfolio Service methodology can be found at www.responsiblereturns.com.au, together with  details about other responsible investment products certified by RIAA.1

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  1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.