Model Managers on WealthO2
WealthO2 supports the Advisers in providing access to both the assets that are in best interests of the client (lower MER etc) as well as specialists in investment management who can provide models and research and investment committee participation.
Below are some of the Model Managers and Asset consultants that provide these services currently already to Advisers using WealthO2 services.
P: 02 8042 1990
InvestSense is a portfolio construction and consulting company founded by Jonathan Ramsay, Fil Andronaco and Jonathan Tolub in 2014. While we are a young firm the team has been working together for over six years with each member of the team having over 15 to 20 years of experience.
P: 02 8067 8462
BetaShares is a leading manager of ETFs and other Funds that are traded on the Australian Securities Exchange (‘ASX’). Our aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives.
P: 1300 487 577
Quilla offers a range of SMA portfolio management services, from standard to highly customised SMA solutions. We couple this capability with technology, designed for Advisers to use with clients, that increases engagement and enables advisers to customise solutions in real time. For more information, please visit: www.quilla.com.au
Contact Steven Jessop E: [email protected] M: +61 488 012 933
XTBs offer direct, individual exposure to senior corporate bonds traded on ASX. XTBs are available over both fixed rate and floating rate bonds of top ASX-listed companies. More than 50 XTBs are currently on ASX in $100 units.
Email: [email protected]
Tel: 1800 995 993
Morningstar Investment Management Australia is part of Morningstar Inc. a listed company (NASDAQ:MORN) and leading provider of asset allocation, capital markets research, multi-asset portfolio construction and investment research services with over 35 years’ experience in the United States, Australia and other international markets.
Our managed accounts are used extensively by independent financial advisers in Australia who seek holistic portfolios of direct equities, Exchange Traded Products (ETPs) and managed funds – blended together with a flexible, valuation-driven asset allocation approach.
Our long history in managed accounts has meant we have met and surmounted hurdles that less experienced participants are yet to encounter. The unique combination of valuation-driven asset allocation and a flexible investment process helps investors to quickly and efficiently take advantage of the best global investment opportunities, using the best investment vehicles for the task at hand.
Contact your state relationship manager directly or contact us:
Telephone: +61 2 9276 4550
Email: [email protected]
HarbourSide Capital is an Australian investment management company offering SMSF investors unique investment solutions across a range of asset classes. We aim to provide SMSF investors with a level of investment choices and outcomes previously only available to wholesale and institutional clients.
T: (02) 9432 7850