Model Managers on WealthO2
Model Managers on WealthO2 2019-08-05T07:49:32+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.

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:


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.

Contact details:

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:

Contact Chelsea Dunne  E:  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.

Contact Details:


Tel: 1800 995 993


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

Brett Baker


+61(0)413 955 744 

Level 13, 1 Macquarie Place, Sydney 2000 NSW

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



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

Harbour Reach Investment Strategy provides top-down, global, multi-asset research to Australian wealth managers. We produce strategic and dynamic asset allocation research, with a focus on outcome-oriented solutions


             T:    +61488977744


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