MANAGED ACCOUNTS PIONEER

Managed accounts are not new in the Australian market. Neither are we.

Australian equity managed accounts specialist

Since 2005, we have built and managed Australian equity separately managed accounts (SMAs) and individually managed accounts (IMAs) for individual investors and institutions.

As a dedicated managed accounts specialist, we are not distracted by other investment products. Instead, we maintain an unwavering focus on looking after tax-effective, low-turnover SMA and IMA portfolios which, over the long term, have delivered our clients superior investment outcomes.

Our portfolios

Ralton Asset Management Portfolio Manager Will Riggall describes multiple ways a separately managed account can help financial advisers service their clients better: 1) Tax efficiency 2) Easier way to communicate to end client with better conversations 3) Ownership of stocks in the hands of the investor That’s in addition to the business time saving (estimated. Read more...

The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. The Australian market continued to rally through July with the S&P500/ASX300 rising 3%. Since the December low, Australian stocks are up close to 25% which is. Read more...

The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. Domestically, the RBA has admitted to the domestic slowdown with a cut in rate in June following a decline in consumption from declining house prices and ongoing. Read more...

Managed accounts in demand

“There is no question financial advisers are increasingly turning to managed accounts. As a specialist SMA provider, we have been in the game for over a decade and can attest to the surge in demand. What makes managed accounts a win for advisers? Well, because it’s a win for clients. For investors, SMAs are professionally managed, transparent, tax efficient and directly owned.”

Andrew Stanley
Head of Australian Equities

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