Chancellor Hattersley Lloyd

Chancellor Hattersley Lloyd was created through the merger of Chancellor Equity Management Pty Limited (established in 1995) and Hattersley Lloyd & Co Pty Limited (established in 1997) from January 2005. This merger brought together two similar businesses with the benefits of synergy and the desire to create greater depth in advisers and administration staff to further ensure continuity of the services provided to clients.

In December 2007 the principals of Exton Investment Management Pty Limited, Hamish Campbell and Piers Dumaresq, joined Chancellor Hattersley Lloyd as executive directors.

The directors and management are the current shareholders and owners of Chancellor Hattersley Lloyd.

Advisers are Representatives of Chancellor Hattersley Lloyd Pty Limited. Australian Financial Services Licence No. 241429.

Portfolios under advice in the merged company currently have a collective market value of approximately $250 million, as at March 2009.

How We Add Value

The primary objective of Chancellor Hattersley Lloyd is to help clients achieve their financial goals. We do this through tailored strategies that can deliver the desired outcomes while maintaining peace of mind over the long term.

Chancellor Hattersley Lloyd ensures that strategies are flexible so they are able to adapt to altered circumstances, including taking advantage of new investments or changing legislative opportunities.

For each portfolio, Chancellor Hattersley Lloyd aims to provide the most appropriate balance of return, diversification and opportunity.

The ongoing review of each client’s strategy and portfolio is important, and Chancellor Hattersley Lloyd regularly update clients on the status of their portfolio. Assisted by the expertise of our research department, Chancellor Hattersley Lloyd advisers provide clients with information on significant events and developments that will affect their investment strategies or portfolios.

Over the years, Chancellor Hattersley Lloyd have developed many lasting relationships with our clients. Chancellor Hattersley Lloyd knows that if these relationships are to continue, we must consistently match or exceed our clients’ financial objectives and expectations.

Chancellor Hattersley Lloyd is very proud of its people, the foundation stone on which the business has been built. Indeed it is our trusted staff who enable us to provide exceptional service, and who are continually working to improve the services we provide to clients.
The expertise of the staff and the close working relationships Chancellor Hattersley Lloyd staff enjoys with clients have helped to deliver financial security to our clients. Individual skill sets, experience and professional qualifications have been carefully combined to ensure we can formulate and deliver acceptable investment strategies for our clients.

Chancellor Hattersley Lloyd is committed to using our resources, expertise and experience to continually improve the services we provide to all our valued clients.