Layland Holdings Inc

What Layland Holdings Inc does

Layland Holdings Inc, doing business as Leyland Private Asset Management, is an independent Australian boutique wealth management and stockbroking firm founded in 2003. Operating from Melbourne and Sydney, the firm manages investment portfolios on behalf of high net worth individuals, family offices, self-managed super funds (SMSFs), business owners, and professionals, with a stated philosophy centred on value investing in high-quality businesses and capital preservation. Its core products are Private Wealth Management and Traditional Stockbroking, with the flagship being the Individually Managed Account (IMA), under which clients directly own underlying securities registered on the ASX-operated CHESS subregister in their own name. The firm holds Australian Financial Services Licence 223419 from ASIC and offers a transparent fee structure of 0.25% to 0.5% quarterly on portfolio value, absorbing all transaction, brokerage, and administration costs with no entry or exit fees.

The business model is a referral-driven, direct-advisory wealth management practice serving a curated client base, with client engagement supported by online portfolio access, quarterly financial reports, and contract notes for each transaction. Clients receive tailored portfolios spanning domestic and global asset classes, and the firm explicitly coordinates with clients' legal, accounting, and philanthropic advisors as part of its service model. Supplementary offerings include the Leyland Lines monthly newsletter and the Leyland Conversations video series featuring interviews with prominent Australian investors and business leaders such as Alan Kohler, David Gonski AC, Simon McKeon, Paul Clitheroe, and Graeme Samuel. The firm is founder-led by Managing Director Charles Leyland with Investment Analyst Alex Leyland also active in published insights, and the team is reported at 1-10 employees with no disclosed external institutional ownership or parent company.

Operationally, Leyland relies on industry-standard infrastructure rather than proprietary technology: client assets sit on CHESS, reporting is delivered electronically to advisors, and there is no disclosed AI/ML capability, data flywheel, or in-house technology product. The firm markets itself through content (monthly blog insights, recommended readings, the Timeless Thoughts archive) and earned media appearances on Ausbiz, positioning its brand around long-horizon investing, independence, and confidentiality. No funding rounds, acquisitions, mergers, or material leadership transitions are disclosed across the available sources.

Name

Layland Holdings Inc

Legal name

Leyland Private Asset Management Pty Ltd

Website

https://leyland.com.au

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Layland Holdings Inc, operating as Leyland Private Asset Management, is an independent Australian boutique wealth management and stockbroking firm founded in 2003, serving high net worth individuals, family offices, SMSFs, business owners, and professionals from Melbourne and Sydney.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Private wealth management
• Investment portfolio management
• Stockbroking services
• Individually managed accounts
• SMSF investment management

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Portfolio Management Fees: Quarterly management fee calculated as a percentage of portfolio value, ranging from 0.25% to 0.5% depending on portfolio size and client requirements. All transaction costs, brokerage, and wrap/administration fees are absorbed by LPAM with no entry or exit fees charged to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Leyland Private Asset Management provides discretionary and non-discretionary investment portfolio management for high net worth individuals, family offices, self-managed super funds (SMSFs), business owners, and professionals through individually managed accounts (IMAs) and traditional stockbroking services. The firm accesses domestic and global investment opportunities across asset classes, holds client shares on CHESS for direct ownership, and reports against a single quarterly management fee structure.

Product overview

Leyland Private Asset Management is a boutique wealth management firm offering two core services: Private Wealth Management (tailored investment portfolio management for high net worth individuals, family offices, SMSFs, and business owners) and Traditional Stockbroking (equity market access). The firm's flagship product is the Individually Managed Account (IMA), which provides clients with direct ownership of shares registered on CHESS, online portfolio access, quarterly reporting, and transparent fee structures. Supplementary offerings include the Leyland Lines monthly newsletter delivering market insights, and the Leyland Conversations video series featuring interviews with Australian investing luminaries. The firm operates offices in Melbourne and Sydney with an M Team of investment professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Boutique private wealth management services for high net worth individuals, family offices, business owners, professionals, retirees, and self-managed super funds, offering tailored investment portfolio management across domestic and global asset classes.
• Stockbroking Traditional stockbroking services providing access to equity markets, with execution and administration of share transactions for clients.
• Individually Managed Account (IMA) An individually managed account service where clients directly own underlying assets registered in their own name on CHESS, providing online daily portfolio access, quarterly financial reports, contract notes for each transaction, and a single flat quarterly fee structure.

Quantifiable outcome

• Historical aim to outperform Australian share market (approximately 12% pa) by 3-8%, targeting long-term gains of 15-20%

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Clearing House Electronic Subregister System (CHESS)coreTechnology or IntegrationClient shares are held on CHESS, administered by the Australian Stock Exchange. Legal title is electronically registered, providing secure and transparent share ownership for clients.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Bell Potter: Full-service Australian stockbroker and private wealth manager offering portfolio management, advice, and execution to retail and HNW clients. Overlaps directly with Leyland's stockbroking and wealth management services.
• Ord Minnett: Australian private wealth and stockbroking firm serving HNW individuals, families, and institutions with discretionary portfolio management and traditional stockbroking — a near-identical offering to Leyland's.
• Shadforth Financial Group: Boutique Australian wealth advisory providing personal financial advice, superannuation, and portfolio management to HNW clients. Closely aligned with Leyland's value-based, relationship-led HNW advisory positioning.
• JBWere: One of Australia's largest and oldest private wealth managers, providing portfolio management, stockbroking, and advice to HNW individuals, families, and institutions. Directly comparable to Leyland's boutique HNW advisory and IMAs, though at significantly larger scale.
• Shaw and Partners: Australian wealth management and investment firm providing stockbroking, wealth advice, and portfolio management to HNW and professional clients. Comparable scale and service mix to Leyland.
• Morgans Financial: Australian-owned wealth management and stockbroking firm offering private wealth advice, portfolio management, and trading to retail and HNW clients across Australia. Highly comparable business model and target segment as Leyland.

Broad incumbents

• Macquarie Private Wealth: Wealth division of Macquarie Group, offering full-service advice, portfolio management, and stockbroking to HNW individuals. Much larger scale incumbent in the same Australian HNW market as Leyland.
• IOOF / Insignia Financial: Large Australian wealth and asset management group offering financial advice, superannuation, and investment management across retail and HNW segments. Broad incumbent competing with boutique firms like Leyland.
• Perpetual Private: Private wealth and asset management arm of Perpetual Limited, providing advice, portfolio management, and estate planning to HNW Australian families. Directly comparable HNW focus but with broader institutional capabilities.

Emerging players

• Netwealth Group: Australian digital wealth platform offering wrap accounts, managed portfolios, and SMSF administration. Represents the lower-fee, technology-enabled model competing for HNW and SMSF clients that Leyland serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LeylandAsstMgmt
• LinkedInlinkedin.com/company/leyland-private-asset-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Layland Holdings Inc