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

The S&P/ASX 300 Accumulation Index returned 2.46% for the month of April, with Financials and Consumer Staples the top performing sectors and Materials and Real Estate the weakest performers for the period. The underlying domestic economy is also weakening given the headwinds from the global slowdown and the pull-back by the consumer in the face. Read more...

While providers of separately managed accounts (SMAs) benefit from high demand due to the transparency of their offering, there is a growing awareness that this comes with a greater need for more clarity and depth of reporting. Speaking at an Institute of Managed Account Professionals seminar this morning in Sydney, head of Australian equities at. Read more...

There are some subtle but meaningful differences between SMAs and managed funds, according to Andrew Stanley, head of Australian equities, Ralton Asset Management. “The key difference is that in an SMA environment, you’re managing the shares in the client’s own name, whereas in the fund, it’s on a pooled basis, and that actually gives rise. 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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