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Investment and Wealth Management

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Financial Solution

At Chesterfields, our aim is to support your financial goals by tailoring a complete financial solution. Our aim is to help you work through the puzzle.

We can assist in:
  • Investments
  • Portfolio Administration
  • Superannuation
  • Insurance
  • SMSF Advisory

Investments

Chesterfields offers its clients a specialist in house funds management service for its active satellite allocations.

Our active investment strategy is managed under Incito Group, providing clients with a discretionary portfolio solution This product is known as the Incito Managed Account Service (iMAS)

iMAS is delivered in conjunction with:
  • The Investment Manager and;
  • the Operator and Administrator (Investment Administration Services)

Investment Selection

  • Macro Environment
  • Sector Analysis
  • Selection of Managers
  • On-going Investment Performance of Managers
  • Underlying Investments and Strategic Review

Sound, low risk approach to investing
  • High return on equity – focusing on profit margins and asset utilisation
  • Strong Cash flows
  • Consistent and replicable earnings; and
  • Dividend growth

Key Benefits

  • Allows clients to invest in a direct portfolio of financial assets actively managed by a highly experienced and credentialed portfolio manager.
  • By being discretionary, it allows the portfolio managers the ability to invest proactively on your portfolio, subject to your risk profile.
  • Portfolio construction is driven by a highly experienced a credentialed Investment Committee.
  • The investment structure is highly transparent and the investor can monitor their portfolios via the iMAS web portal.

Model Portfolio – Core/Satellite Example

 

Reporting and Admin

Portfolio administration services
Using leading edge technology to deliver cost effective investment administration services

On-line access is available!
Key Features
  • historical portfolio and corporate action reconstructions
  • daily updating of valuations, transactions and corporate actions
  • accountant-strength tax engine
  • cash-book matching to reconcile distributions and dividends with bank statements
  • data interfaces to minimise re-keying
  • comprehensive reporting suite including valuations, asset allocation and tax
 
 

 

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