OUR APPROACH
Unlike a bank or a fund manager, Principal Partners has always been non-aligned and privately owned, operating under our own Australian Financial Services Licence since 2003, ensuring that our recommendations are in the best interests of our clients.
We specialise in delivering portfolio management that blends both traditional asset management with unique specialised property investing. The blend of these two styles aims to achieve greater diversification, lower overall volatility, and deliver portfolio out-performance in the long-term.
$400m
150
FULL SERVICE
CLIENTS UNDER
MANAGEMENT
CLIENT FUNDS
CURRENTLY UNDER MANAGEMENT
traditional
investing
Our portfolio offering is described as a portfolio of directly held investments with a professionally managed asset allocation, set by an independent investment committee. The portfolio offering allows us to manage your portfolio at our limited discretion, based on an individually defined investment strategy, with you retaining beneficial ownership of the investments.
We have an active rule-based approach to portfolio management with comprehensive reporting and correspondence with our clients about their investments.
Our Independent & External Investment Committee comprises of 5 individuals from a range of different organisations and backgrounds, all of which have specific skills leveraged to support the management and delivery of the portfolio charter on behalf of our clients.
specialised property
investing
Principal Partners specialises in the procurement, management, and delivery of specialised property investments including mortgages, mezzanine finance, and equity. We work with our clients to match their individual goals, risk tolerance, capital reserves, and liquidity needs to the right projects.
We have successfully delivered outcomes in this space for over 17 years now, collaborating with a number of key parties to provide our clients specialised investment opportunities.
Our projects span from land, apartment, commercial, industrial, and fuel developments across Australia. Visit our assets page to view examples of our current & completed projects.
$900m
DELIVERED ON COMPLETED PROJECT VALUE
$200m
CURRENTLY INVESTED IN SOPHISTICATED INVESTMENTS
