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.
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
P: 02 8042 1990
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
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
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