Strategic Asset Management - SAM

The Strategic Asset Management service enables your Investment Adviser to work closely with you to help you manage your investment portfolio. The benefits of this service include:

  • Investments are held in your own name so the ultimate control is yours!
  • You are relieved of the time-consuming administration associated with managing a direct investment portfolio. All correspondence relating to your portfolio is handled on your behalf and we ensure you are notified of any action required.
  • Up-to-date portfolio information is available online 24 hours a day.
  • Comprehensive quarterly reports and an annual taxation report are provided, possibly resulting in lower accounting fees.
  • Settlement is facilitated automatically via your cash management account.

If you would like more information on the benefits of SAM, please call on 08 9263 5200, or email us at

SAM Reports

SAM provides full taxation, performance, transactional and portfolio valuation reports.


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Please click on the booklet above to discover the features of Strategic Asset Management (SAM).