Model Managers on WealthO2
Model Managers on WealthO2 2018-10-19T04:23:52+00:00

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.

WealthO2
AssureInvest provides outsourced investment management and investment consulting services to advisers, stockbrokers, accountants and high-net worth individuals.
Andrew Doherty
m: 61 400 456 132
Bellmont is an independent, boutique portfolio manager and broker offering a cutting edge, low cost investment management solution for IFA’s operating on WealthO2. Our comprehensive service includes assistance with portfolio governance and compliance, bespoke model portfolio construction including direct Australian equities, customised written and video communication, wholesale broking rates, and implementation assistance from a team with over 18 months experience working with WealthO2 – all for a competitive capped price, that ensures a scaleable, efficient long term solution.
Contact details:

E: [email protected]au

P: 02 8042 1990

https://www.bellmontsecurities.com.au

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
[email protected]

www.investsense.com.au

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.

Contact details:

[email protected]au

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.

Contact Details:

Email: [email protected]

Tel: 1800 995 993

Web: www.xtbs.com.au

Evergreen _ Delivering best practice investment solutions to financial advisers – specialising in managed accounts implementation

Brett Baker

Director

+61(0)413 955 744 

Level 13, 1 Macquarie Place, Sydney 2000 NSW

evergreenconsultants.com.au

Banyan Tree Investment Group complement their portfolio management service with proprietary investment research

Contact details:

Level 2, 123 Clarence St, Sydney, NSW, 2000
P: +61 2 9696 8162

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]

Web: http://www.morningstarinvestments.com.au

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
W: www.harboursidecapital.com.au