Whitehaven Private Portfolios

Private Portfolios

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Whitehaven Private Portfolios offers a professionally managed portfolio service that is developed in partnership with your financial adviser to meet your specific investment objectives.

The Whitehaven Private Portfolio service is ideal for investors that require greater flexibility, transparency and control over their investments than offered by conventional managed fund investing. Portfolios are managed on a discretionary basis by a professional portfolio manager, a service that is not usually available to individual clients. Whitehaven's unique and personalised approach provides investors with greater certainty regarding investment outcomes in a range of circumstances.

Portfolios are managed by a team of experienced investment professionals who follow a disciplined Investment Process that is governed by the Whitehaven Investment Committee (WIC). The Private Portfolio structure enables your portfolio manager to incrementally enhance performance when market or client specific opportunities arise.

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AFSL No. 300878