Joseph Palmer & Sons

The Investment Manager, Joseph Palmer & Sons, is an experienced investment management, stockbroking and financial advisory firm. Established in 1872, Joseph Palmer & Sons has over $500 million in investment assets under management or administration. The firm is Australia’s oldest family-owned financial services business and holds Australian financial services licence no. 247067.

Founded and 100% owned by the Palmer family, Joseph Palmer & Sons is directly involved in and responsible for driving the performance of the Fund.

Investors benefit from the extensive experience of Joseph Palmer & Sons’ partners and executives in investment funds management.

Joseph Palmer & Sons has experience in most facets of the Australian investment and financial markets. The firm provides investment advice to individuals, corporations and institutions; and manages funds for more than 100 clients. Joseph Palmer & Sons’ funds management operation encompasses all major asset classes, including shares, fixed interest and property.