Customised Managed Accounts

For a growing number of advice practices with individual needs.

If you’re after a tailored managed account solution, we will partner with you to understand your business, your clients and their needs so we can design the right portfolio for you.

We then undertake all necessary portfolio construction, documentation, implementation and ongoing management to establish and operate your managed portfolio on your behalf.

You can have as much, or as little involvement as you like in the ongoing management of the portfolios via regular investment committee meetings and updates. We provide a comprehensive suite of portfolio reports for Investment Committee, advisers, and investors.

We currently manage customised portfolio solutions on HUB24, Netwealth, AMP MyNorth, BT Panorama, Colonial First Wrap, Power Wrap and Macquarie Wrap.

Our investment philosophy

  • We believe that we can help you achieve your investment objectives through robust portfolio construction that leverages off our strength in manager selection and our unique insights into investment markets.
  • Our investment process is built on the fundamental belief that investment markets are broadly inefficient. Therefore, active management is essential for us to exploit these inefficiencies to deliver outperformance over broad market indices.
  • We aim to generate returns consistent with our objectives, to minimise volatility and to provide stronger downside protection when traditional market returns are poor. Consequently, our asset allocation is well balanced and promotes a diverse range of return drivers.

If you would like to speak to us about a customised managed account solution, please contact a member of our Business Development Team.

John Nicoll
Head of Sales
Ross Cassidy
Business Development Manager
Berit Deagan
Business Development Manager

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