Leyland Private Asset Management

Passionate Wealth Management for a Prosperous Future

Founded in 2003, Leyland Private Asset Management has established itself as a leading independent wealth management firm in Australia. We are trusted by families, high net-worth individuals, professionals, and business owners to safeguard and grow their wealth. With a team of experienced investment advisors and a meticulous investment philosophy, we empower our clients to achieve financial success and secure their future.

A Bespoke Approach to Wealth Management

Our personalized approach to wealth management begins with a deep understanding of your unique needs and goals. We work in close collaboration with you to:

• Define your financial aspirations - from wealth preservation to succession planning.
• Develop a tailored investment plan that aligns with your risk tolerance, investment goals, and financial dreams.
• Monitor and review your portfolio regularly to ensure it continues to meet your evolving needs.

Experience and Expertise at Your Service

Our team comprises seasoned professionals with decades of experience in wealth management. Our directors, Charles Leyland, Rohan Schmidt, and Alex Leyland, boast extensive knowledge and credentials in the field, ensuring you receive the highest quality advice and guidance. We are committed to building long-lasting relationships with our clients, based on trust, confidentiality, and open communication.

Our Services at a Glance

• Private Wealth Management: Comprehensive portfolio management, encompassing investment strategy, regular reviews, and ongoing communication.
• Stockbroking: Access to a wide range of investment options, tailored to your individual needs.
• Media Menu: Insights and analysis on the latest market trends, delivered through thought leadership articles, videos, and podcasts.

Our Core Values

At Leyland Private Asset Management, we adhere to three fundamental values that underpin our approach to wealth management:

• Integrity: We uphold the highest ethical standards and act in your best interests.
• Transparency: We provide clear and concise information about your portfolio and our investment process.
• Client-Centricity: We prioritize your needs and goals, consistently exceeding your expectations.

Discover the Leyland Difference Today

Get in touch with us to explore how our personalized wealth management services can empower you to achieve your financial goals and secure your future.