Equity Portfolio Management (EPM), is a recently launched global equities managed account provider headed by Michael Leonard. EPM aims to provide clients with diversification and long-term capital growth through ownership of a portfolio of global equities. EPM’s core client offering is a managed account which mirrors the EPM Global Equities Portfolio. A managed account offers clients direct ownership of their investments, distinguishing it from funds which pool client investments.
EPM’s investment philosophy rests on identifying and understanding change. EPM focuses on those companies best positioned and prepared for change and invests in those undervalued by the market.
Sophie Grace Pty Ltd assisted EPM in successfully obtaining an Australian Financial Services License (AFSL) that allows EPM to provide financial services to clients, primarily through managed accounts for wholesale clients.
“There is no doubt that Sophie Grace is a wonderful business partner for a firm of any size. I cannot recommend them more highly”.
Alicia works across both Sophie Grace Pty Ltd and Sophie Grace Legal Pty Ltd with a particular focus on compliance and legal services. She manages the licensing and compliance aspects of the business. She is responsible for AFSL and ACL applications, variations and assists the compliance team in the implementation of compliance reviews. She provides ongoing compliance support and assists with the preparation of legal advice, commercial agreements and disclosure documents.