Business Listings - IMAP - Institute of Managed Account Professionals

Philo Capital Advisers

Sydney

Philo Capital is a third party MDA Provider, supplying advice businesses with tailored, and "off the shelf" managed discretionary account solutions that present to end investors as a professional service, rather than a product. More Info

Pinn Deavin Securities Pty Ltd

TAREN POINT, NSW

A boutique full service firm that assists families and other long term wealth accumulators through direct investment management. More Info

Pinnacle Investment Management Limited

Sydney

Pinnacle is a leading Australian-based multi-affiliate investment management firm. Our mission is to grow and support a diverse stable of world-class investment management firms. More Info

Praemium

Melbourne, VIC

Since 2001 Praemium has been empowering advisers, dealer groups, stockbrokers and private wealth businesses to deliver an exceptional wealth management experience to investors through our proprietary technology and a scalable and efficient managed ac More Info

Private Portfolio Managers

Sydney

For almost 30 years PPM has managed funds with a distinctive long-term approach that has set us apart. Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable advisers to access our investment management More Info

Real Asset Management Pty Ltd

Sydney, NSW

Real Asset Management Group is an Australian owned Wealth and Asset Management firm, with offices in Sydney, Melbourne, Brisbane and Hong Kong More Info

Refinitiv

Sydney, NSW

Refinitiv, (formerly the Financial & Risk business of Thomson Reuters), is one of the world’s largest providers of financial markets data and infrastructure. More Info

Resonant

Sydney, NSW

Resonant is an established investment management & asset consulting firm with offices in Sydney and Perth, specialising in providing high calibre wealth management firms & their clients with tailored & diversified, private label managed accounts. More Info

Russell Investments

Sydney

Russell Investments is a global investment solutions partner, dedicated to helping investors reach their long-term goals More Info

S&P Dow Jones Indices

Sydney

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500 ® and the Dow Jones Industrial Average®. More Info

Seneca Financial Solutions

Melbourne

Seneca is a boutique investment specialist, focused on managed accounts. We assist financial planning practices develop, coordinate, and deliver timely investment portfolio advice to their clients, through a framework and philosophy aligned with the More Info

Spire Capital

Sydney

Spire Capital selectively searches global private markets in line with key investment themes, including digitalisation, energy transition, affordable housing and food security & sustainability. Spire conducts due diligence, creates customised access More Info

SQM Research

North Sydney

SQM Research is a privately Australian owned Research and Data business providing ratings and data tools across all asset classes, including SMA portfolios More Info

Stonehouse Financial Partner

Brisbane

Stonehouse is a privately owned & operated company allowing Stonehouse to offer the highest quality advice to clients, enhanced through the use of internally and externally researched investment, superannuation, and insurance solutions. More Info

Vanguard Investments Australia

Melbourne, VIC

Vanguard was founded in the United States in 1975 on a simple but revolutionary idea - that an investment company should manage the funds it offers in the sole interest of its clients. More Info

Watershed Funds Management Pty Ltd

Melbourne, VIC

Watershed Funds Management is an independently owned Investment Manager More Info

Wealth Management Matters Pty Ltd

Lismore

Wealth Management Matters offers their partner firms a collaborative and professional partnership in which they are provided with the tools to effectively direct and lead their clients towards their desired outcomes. More Info

Yarra Capital Management

Sydney

Yarra Capital Australia offers the benefits of extensive global resources combined with the local expertise and long-standing experience of our Sydney based investment team to deliver progressive solutions that align to the various goals of investors More Info

Zenith Investment Partners

Melbourne, VIC

For more than two decades, Zenith Investment Partners has been delivering premium investment research and portfolio construction services to the Australian market - services designed for retail financial advisers, by industry experts. More Info

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