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 Chelsea Dunne E: firstname.lastname@example.org M: +61 419 768 979
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.
Tel: 1800 995 993
Evergreen delivers best practice investment solutions for financial planners. Our services range from providing input on an investment committee to building bespoke portfolios for clients. Evergreen has one of the largest and most experienced investment teams in Australia, and we pride ourselves on the high level of service our clients receive. We work with a limited number of high quality financial planning practices.
Angela Ashton, Director
0409 119 233
Morningstar Investment Management Australia Limited is part of Morningstar Inc. a listed company (NASDAQ: MORN) and a leading provider of investment management, 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 manager directly or contact us:
Telephone: 1800 951 999
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
Russell Investments – With more than 80 years of experience, Russell Investments is a global investment solutions provider, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 31 countries, manages US$290 billion in assets (as of March 31, 2019) and provides consulting services on $2.3 trillion in assets (as of December 31, 2018).
Russell Investments specializes in multi-asset solutions and investment and implementation services with a goal of delivering the best investment strategies, managers and asset classes to its clients around the world. Headquartered in Seattle, Washington, Russell Investments operates globally with 21 offices, providing investment services in the world’s major financial centres such as New York, London, Tokyo and Shanghai.
The Russell Investments Managed Portfolios implement our global investment ideas at a compelling cost. Blending the world’s leading managers and strategies in a diversified, adaptive and efficient portfolio. At the core is our truly dynamically managed portfolios. Complemented by a range of ETFs and our proprietary equity multi-factor models to create an active Australian shares portfolio for investors.
Contact: Terry Tyrrell
Phone: +61 419 264 276
Resonant Asset Management constructs active multi-asset portfolios at near passive cost for the managed account sector.
Nick Morton and Glen Holder, with over 40 years combined experience in institutional broking and funds management, employ a unique professional “Quantamental” process to build high performing solutions with direct stocks, ETFs and some managed funds.
The focus on technology and efficiency not only brings performance and cost benefits, but also enables groups to get a tailored, custom built mandate and a collaborative governance framework.
For more information, do feel free to contact Nick or Glen:
Phone: 02 91883805
Jevons Global is a boutique investment advisory firm. We offer direct equities model portfolio services, for both Australian and global stocks. Our core Australian equities model has been used by a WealthO2 client for over eighteen months now. In addition to model portfolio services, we provide investment committee and research support services on global financial markets.
The firm is independently owned and operated by Dr Kingsley Jones and Ms Bente Pedersen, who have been investing together in global equities markets since 1996.
Contact Dr Kingsley Jones E: email@example.com M: +61 467 555 612 T: +612 9929 0425
Mawson is a boutique investment management company founded in 2010, owned and managed by a small team of investment management professionals with over 60 years experience in financial markets.
Our Model Portfolios have been employed by Independent Financial Advisers due to our market neutral philosophy to investment, as we believe that the preservation of investors capital is paramount.
We provide varied services to culturally aligned advisers such as; consulting, co-marketing initiatives, and regular market updates to their clients.
T: +61 (0) 430 365 972
Research IP provides consultancy and technology services to a range of clients, based in London, Luxembourg, Taiwan, New Zealand and Australia. Our clients control a total of over A$9 billion on behalf of their clients and investors. They are both large and small – from one man advice firms, to family offices and adviser groups, pension funds, charities and NFPs. By leveraging the skills of specialists, Research IP is able to provide innovative and tailored financial services solutions to the market place.
It is a privilege to work with a diverse range of clients, not only geographically, but in the way they support their clients to help them achieve their goals.