winstonprivate.com.au

Welcome to Winston Private

Provides the same quality of personalised services for private client investment, as is delivered by the small and exclusive Swiss or English private banks none of whom have offices in Australia. We stand for old values, continuity and tradition. A culture not always prevalent in today s institutions. We are not owned by nor are we tied to any bank or financial institution, and hence objectivity is assured. Winston Private Pty Limited ABN 65 099 710 200. Australian Financial Services License No 219920.

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Provides the same quality of personalised services for private client investment, as is delivered by the small and exclusive Swiss or English private banks none of whom have offices in Australia. We stand for old values, continuity and tradition. A culture not always prevalent in today s institutions. We are not owned by nor are we tied to any bank or financial institution, and hence objectivity is assured. Winston Private Pty Limited ABN 65 099 710 200. Australian Financial Services License No 219920.

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Welcome to Winston Private | winstonprivate.com.au Reviews

https://winstonprivate.com.au

Provides the same quality of personalised services for private client investment, as is delivered by the small and exclusive Swiss or English private banks none of whom have offices in Australia. We stand for old values, continuity and tradition. A culture not always prevalent in today s institutions. We are not owned by nor are we tied to any bank or financial institution, and hence objectivity is assured. Winston Private Pty Limited ABN 65 099 710 200. Australian Financial Services License No 219920.

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winstonprivate.com.au

1

Welcome to Winston Private - institutional relationships

http://winstonprivate.com.au/inst_relationships.html

Flexibility to choose the best. We have conducted formal research into the taxation aspects of managed funds, and we apply this when considering manager selection. Some managers have very high levels of turnover, appear oblivious to the impost of tax, and are consequentially tax inefficient. Other managers have low levels of turnover and apply tax effective strategies, such as loss harvesting and HIFO accounting.

2

Welcome to Winston Private - directors & ownership

http://winstonprivate.com.au/directors.html

Is wholly owned by the founding directors, both of whom hold certified competencies in: securities (eg, listed shares), managed investment funds, superannuation, life investment products and financial planning. Martin K. Earp. LLB (Hons), LL.M, MAppFin, F Fin, FTIA, DipFP. Head of equity research. HSBC Securities (James Capel). An international stockbroking firm; counsel and senior financial adviser in. In Sydney - where he advised private clients for four years. Martin co-authored. Harvey completed an M...

3

Welcome to Winston Private - investment philosophy

http://winstonprivate.com.au/inv_philosophy.html

It is important that prospective clients understand our approach to investment, and how we shall advise upon and manage their investments. For this reason, we want to be transparent and fully disclose our internal Investment Philosophy to those who wish to read it. The attached pdf file is not meant to be used or relied upon by any investor: it is not a charter for DIY investors. Further details on Investment Philosophy. Pdf document 1.3mb).

4

Welcome to Winston Private - client interface

http://winstonprivate.com.au/client_interface.html

Initial contact and meeting. Agreeing the service level. When we provide you with this advice, you will be obliged to pay the agreed fee for advice, but you will not be under any commitment to invest. Under both service options, we see our on-going relationship with the client as being much more than a pure business contract it is a partnership, based on mutual trust and with shared interests. Our asset based fees rise with the growth in value of your portfolio.

5

Welcome to Winston Private - fees

http://winstonprivate.com.au/fees.html

Our services to private clients are structured on three bases:. 1 Professional advice on a time charged basis. Full Service Portfolio Management. Advice and transacting on an on-going basis, using Macquarie WRAP ( IM. Additionally, we may reach negotiated arrangements with corporations and institutions for consulting investment services, as our Australian Financial Services Licence authorises us to deal for and provide advice to both retail and wholesale clients. Under both our services (Full Service or ...

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winstonprivate.com.au

Welcome to Winston Private

Provides the same quality of personalised services for private client investment, as is delivered by the small and exclusive Swiss or English private banks none of whom have offices in Australia. We stand for old values, continuity and tradition. A culture not always prevalent in today s institutions. We are not owned by nor are we tied to any bank or financial institution, and hence objectivity is assured. Winston Private Pty Limited ABN 65 099 710 200. Australian Financial Services License No 219920.

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