Managed Accounts

Through efficiency, transparency and scale Managed Accounts can give the edge needed to build on business success and lead it into the future.

Use our team to create high quality investment portfolios by security in any foreign currency or use managed discretionary portfolios. Real-time (AEST) execution through our in-house dealing capability means greater portfolio efficiencies.

Tailor an investment solution to meet your client’s specific risk profile and goals in a scalable way.

To help manage additional costs, transactions are executed in-house with connections to over 50 dealing and broking partners across the globe.

Portfolio construction to reduce the risk of selling good assets at a bad time & managing sequencing risk.

Gain time back to spend on strategic client needs and grow your practice.

A carefully selected group of quality domestic & global managers is available. The professionally managed model portfolios on offer provide exposure to various asset classes and strategies.

Our easy to access, invaluable data analytics allow managers to acquire a holistic view of who is invested in their portfolios.