At Pacific Private Asset Management, we are committed to transparency and disciplined growth. Our Investment Committee recently convened to align strategy, risk oversight, and innovation—ensuring that we continue to deliver performance and value for our clients.
🚀 Expanding Regional Partnerships & Growth Opportunities
We are seeing accelerating momentum from private banks across Asia, with several reducing onboarding thresholds to accommodate Pacific clients. This signals confidence in our platform and paves the way for enhanced access to global capital solutions.
We are also exploring a future-aligned equity structure that allows our advisers to share in potential long-term enterprise value—ensuring the people who build the business are invested in its success.
🔍 Raising the Bar: Manager Selection & Research Rigor
Pacific Private Asset Management is rolling out a next-generation fund manager due diligence framework focused on identifying best-in-class investment partners. Our updated process integrates:
- The 4 Ps: People, Process, Performance, Price
- Risk metrics & operational hygiene
- A strategic focus on our High Conviction List (HCL)
With 60+ managers under review over the next 8 months, this initiative reflects our commitment to deep, data-informed portfolio construction.
📈 Manager Spotlight: Munro Partners
Our featured manager, Munro Partners, delivered a +11% return in May, driven by themes in climate innovation, AI, and enterprise technology. Their approach—combining structural growth with focused conviction—has achieved ~20% p.a. returns since inception.
Their portfolio exemplifies the types of managers we aim to align with: high performance, clarity of purpose, and global reach.
📣 Building Thought Leadership with BCA Insights
To strengthen our market voice, we have partnered with BCA Research, a global macroeconomic leader. This gives us proprietary access to:
- Institutional-grade charting and economic commentary
- AI-generated investment narratives
- Curated content for client briefings and PR campaigns
Our earned media strategy will debut in publications including the Australian Jewish News, with more visibility initiatives underway.
💼 Technology Upgrade: The Move to Dash
In July, we will complete our transition to the Dash platform, replacing IPS Premium. Dash delivers cutting-edge administrative and AI capabilities, positioning PPAM as a tech-enabled wealth platform with scale and flexibility to rival the biggest in market.
📍 Why It Matters
Everything we do is guided by one principle:
Help clients grow and protect wealth through conviction, access, and transparency.
This meeting affirms our focus on high-performance partnerships, scalable technology, and research-driven investing.
👉 Stay tuned for our next Investment Committee update on July 11, 2025, where we’ll continue sharing insights that shape our investment thinking and strategic direction.
For questions or to explore how our approach can support your wealth journey, feel free to reach out to our advisers at contact@ppam.com.au.