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Managed Accounts Directory

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Accordius Pty Ltd

 Level 31 525 Collins Street, Melbourne 3001, VIC
Accordius Pty Ltd
Accordius is a privately owned investment house, partly owned by KordaMentha, a professional services firm, providing an integrated advisory and investment management service. More Info
1

Activus Investment Advisors

 Level 22 357 Collins Street, Melbourne 3000, Vic
Activus Investment Advisors provides high quality and independent investment advice and model portfolios to our investing clients. More Info
2

Advice Intelligence

 Level 6, 37 Pitt St, Sydney 2000, NSW
a.i. is a leader in goals-based advice platform technology. We transform financial advice into an interactive, engaging experience consumers can be part of - centred around their life goals. More Info
3

Alvia Asset Partners

 283 Elizabeth St, Brisbane City, Brisbane City 4000, QLD
Alvia Asset Partners
Alvia Asset Partners seeks to provide the European family office and large endowment styled investment offering to Australian families More Info
4

AMP Capital

 33 Alfred Street, Sydney 2000, NSW
AMP Capital is a leading investment house with ~AUD$190b AUM (As at 31 December 2020) and has a 170 years’ experience (together with the AMP Group More Info
5

Atlas Funds Management

 L2, Suite 218, 165 Phillip Street, Sydney 2000, NSW
Atlas Funds Management Pty Ltd (Atlas) is an independent, founder-owned, specialist Australian equities manager, based in Sydney More Info
6

Australian Ethical Investment Ltd

 Level 8, 130 Pitt Street, Sydney 2000, NSW
Australian Ethical is Australia’s leading ethical wealth manager, providing investors with products that align with their values and investments without compromise More Info
7

Balmain Funds Management Pty Ltd

 Level 14, 60 Castlereagh Street, Sydney 2000, NSW
Balmain has been engaged as an Asset Manager Special Servicer and/or Trust manager for over $6 billion in CRE assets for some of the world’s largest banks and financial institutions. More Info
8

Betashares

 Level 6, 50 Margaret Street, Sydney 2000, NSW
Betashares is one of Australia’s leading managers of Exchange Traded Funds (‘ETFs’). More Info
9

Blackmore Capital

 Level 2, 302 Lygon Street, Carlton, Melbourne 3057, VIC
Blackmore Capital
Blackmore Capital is a long only Australian Equity portfolio manager. Our investment process combines long periods of solitary research with an intensive company visitation program. We work with private investors, financial advisers and institutions More Info
10

Blackrock

 Level 37, Chifley Tower, 2 Chifley Square, Sydney 2000, NSW
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. More Info
11

BT Panorama

 Tower 2, International Towers Barangaroo, Sydney 2000, NSW
BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard. With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. this vision is BT Panorama. More Info
12

Business Health Pty Ltd

 Suite 77 Jones Bay Wharf, 26-32 Pirrama Road, Pyrmont, Sydney 2009, NSW
Our tools and services have been designed with one objective and that is to improve the profitability and ongoing viability of the practice – to provide practical, proven support to the owners of advice businesses. More Info
13

Cameron Harrison Private Pty Ltd

 Level 3, 90 Collins Street, Melbourne 3000, VIC
We are Melbourne based specialists in investment management, wealth advice, specialist advice and consulting for business owners, families and individuals all built on 50 years of solid, professional heritage. More Info
14

Challenger Limited

 Level 2, 5 Martin Place, Sydney 2000, NSW
Challenger Limited is an ASX-listed investment management firm managing $96 billion in assets (as at 31 December 2020). More Info
15

Colonial First State

 11 Harbour Street, Sydney 2000, NSW
Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. More Info
16

Context Capital Consulting

 Level 25, 108 St Georges Tce, Perth WA 6008
Context Capital is a Perth-based boutique investment consultant that primarily serves the needs of financial advice and dealer groups, wealth management firms and family offices. More Info
17

DASH

 Level 3, 157 Walker St, North Sydney CBD, Sydney 2060, NSW
DASH
WealthO2 empowers the advisers and their clients, both technologically through innovative efficient solutions as well as commercially, enabling reduction in administration burden and costs, and recovery of margin and control More Info
18

DFS Portfolio Solutions

 Level 3, 179 Queen Street, Melbourne 3000, VIC
DFS Portfolio Solutions
19

DNR Capital

 Level 23, 307 Queen Street, Brisbane 4000, QLD
DNR Capital
DNR Capital is an Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors More Info

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