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

Zenith reaffirms ratings on Ralton AM portfolios Research Alert, Friday 1 October 2021 Jock Allen – Investment Analyst, Zenith Investment Partner   On 13 August 2021, Zenith was informed of the sale of Ralton Asset Management (Ralton). Ralton was acquired by its portfolio manager, Will Riggall, from 360 Capital Group (360 Capital). Following the acquisition,. Read more...

Ralton AM Pty Ltd (Ralton) under Will Riggall and Clime Investment Management Limited(ASX:CIW) (Clime) have commenced a strategic collaboration to deliver best in class outcomes to clients. Will Riggall has acquired Ralton from 360 Capital (ASX:360) and remains Portfolio Manager for the four strategies, providing continuity in process and strategy and continuing Ralton’s client first. Read more...

The Australian market returned +4.15% over the quarter, continuing the strong equity market performance with the ASX300 now up +18% over 6 months and +38% over one year. Ralton portfolios continues to delivery strong performance in positively trending markets. Long held focus on core principles of identifying strong business models and valuation discipline is delivering. 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.”

Will Riggall
Portfolio Manager

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