Services
Chancellor Hattersley Lloyd provides tailored investment advice and administration for client investment portfolios. These portfolios held by individuals, personally managed superannuation and pension funds and portfolios of private companies and family trusts and charitable institutions.
Management of investments through individual investment portfolios provides investors with independence and the opportunity to develop portfolios to meet their individual requirements. However, personally managing an investment portfolio can be difficult, because the increasing complexity of investments requires a great degree of time and attention to detail to remain informed about markets generally and to be appraised of individual stocks.
Our advice specialises in Australian equities, but includes listed property trusts and interest bearing and hybrid securities.
The services provided by Chancellor Hattersley Lloyd’s include:
- Structuring – Working with your accountants, financial planners, superannuation administrators and lawyers to assist in selecting the appropriate structures for your portfolios.
- Advising – Recommending the appropriate investments for each client’s portfolio to meet the specific investment objectives, financial situation and particular needs of the client. The portfolios are monitored regularly on an ongoing basis.
- Administration – Maintain detailed records of all activities for each stock in the portfolio. This assists in giving appropriate advice as well as providing accurate reporting. All related correspondence can be directed through Chancellor Hattersley Lloyd. This service effectively removes the time consuming effort of dealing with all the related correspondence associated with maintaining a share portfolio. Only the relevant documents are collected to send to the client or forward to the client’s accountant at the end of the financial year.
Additional services provided by Chancellor Hattersley Lloyd include;
- Estate Planning – As an extension to the administrative services, Chancellor Hattersley Lloyd is able to assist in managing the administrative actions of the estate.
- Reporting – Chancellor Hattersley Lloyd provides regular reporting and the level of this service will be determined with the client. We are also able to provide web access and on-line reporting.
- Dealing – Managing the execution of agreed transactions from client instruction.
Chancellor Hattersley Lloyd gives clients tailored advice that provides more than just a choice of individual securities to buy and sell. With our guidance, each client’s investment objectives, financial situation and particular needs are established and a strategy is determined to achieve these goals. Existing investment structures, or those proposed, are then correlated with these objectives. Recommendations are then made for individual securities to establish the portfolio, or change the existing portfolio if appropriate.
It is stressed that advice is given on a non-discretionary basis and clients therefore retain control of stock selection.
Chancellor Hattersley Lloyd acts as a referral point to a number of stockbrokers and is able to participate in new issues and placements offered by these stockbrokers. These offers allow clients the opportunity to participate in issues that otherwise may not be available to them.
Assets are registered in the client’s name or nominated structure and remain under the client’s control at all times. Appointment of Chancellor Hattersley Lloyd as advisor offers clients the advantage of allowing continuity of their existing portfolio so limiting the realisation of capital gains.
Chancellor Hattersley Lloyd’s fees for these services are less than the typical fees charged by the managers of pooled retail equity funds.