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.