Managed Accounts Directory

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Accordius Pty Ltd

 Melbourne, VIC
Accordius is a privately owned investment house, partly owned by KordaMentha, a professional services firm, providing an integrated advisory and investment management service. More Info
1

Advice Intelligence

 Sydney, NSW
a.i. is a leader in goals-based advice platform technology. We transform financial advice into an interactive, engaging experience consumers can be part of - centred around their life goals. More Info
2

Alvia Asset Partners

 Brisbane City
Alvia Asset Partners seeks to provide the European family office and large endowment styled investment offering to Australian families More Info
3

Atlas Funds Management

 Sydney
Atlas Funds Management Pty Ltd (Atlas) is an independent, founder-owned, specialist Australian equities manager, based in Sydney More Info
4

Atrium Investment Management

 Sydney
Atrium is a multi-asset investment manager, creating diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organisations. More Info
5

Australian Ethical Investment Ltd

 Sydney, NSW
Australian Ethical is Australia’s leading ethical wealth manager, providing investors with products that align with their values and investments without compromise More Info
6

Betashares

 Sydney, NSW
Betashares is a leading Australian fund manager specialising in exchange traded funds (ETFs) and other funds traded on the Australian Securities Exchange (ASX). Betashares offers access to the broadest range of ETF investment solutions on the ASX More Info
7

Blackmore Capital

 Melbourne, VIC
Blackmore Capital is a long only Australian Equity portfolio manager. Our investment process combines long periods of solitary research with an intensive company visitation program. We work with private investors, financial advisers and institutions More Info
8

Blackrock

 Sydney, NSW
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. More Info
9

BT Panorama

 Sydney, NSW
BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard. With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. this vision is BT Panorama. More Info
10

Business Health Pty Ltd

 Sydney, NSW
Our tools and services have been designed with one objective and that is to improve the profitability and ongoing viability of the practice – to provide practical, proven support to the owners of advice businesses. More Info
11

Cameron Harrison Private Pty Ltd

 Melbourne, VIC
We are Melbourne based specialists in investment management, wealth advice, specialist advice and consulting for business owners, families and individuals all built on 50 years of solid, professional heritage. More Info
12

Challenger Limited

 Sydney
Challenger Limited is an ASX-listed investment management firm managing $96 billion in assets (as at 31 December 2020). More Info
13

Clime Investment Management

 Sydney
Clime was created to help Australians understand, manage, and expand their wealth. Listed on the ASX in 2001, our team of investment professionals have been helping more and more Australians invest confidently. More Info
14

Colonial First State

 Sydney, NSW
Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. More Info
15

Context Capital Consulting

 Perth
Context Capital is a Perth-based boutique investment consultant that primarily serves the needs of financial advice and dealer groups, wealth management firms and family offices. More Info
16

DASH

 Sydney, NSW
WealthO2 empowers the advisers and their clients, both technologically through innovative efficient solutions as well as commercially, enabling reduction in administration burden and costs, and recovery of margin and control More Info
17

Dexus

 Sydney, NSW
Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $57.1 billion. More Info
18

DFS Portfolio Solutions

 Melbourne, VIC
19

DNR Capital

 Brisbane, QLD
DNR Capital is an Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors More Info

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