Meet our managed accounts investment partners

Activam Group Pty Ltd

Activam Group is a funds management and asset consulting firm dedicated to driving growth for financial advisers through flexible managed accounts, asset management, and expert investment consulting. Our tailored, high-touch, and consultative approach ensures we meet the unique needs of advisers and their clients, offering solutions ranging from ready-made managed portfolios to tailored and fully bespoke portfolios. We partner with advisers to deliver professionally managed investment solutions that enhance client outcomes.

Aequitas Investment Partners Pty Ltd (available on request)

Aequitas transforms how leading financial advisers and dealer groups scale their business. By combining institutional grade expertise with a truly personalised partnership, we deliver tailored investment solutions that help advisers focus on what matters most - their clients’ success.

Antares Capital Partners Limited

Founded in 1994, the Antares Equities team has established itself as a specialist in the active management of Australian equities, providing solutions from dividend focused to long short portfolios. Based in Melbourne and Sydney, Australia.

AZ Sestante Limited

AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via managed accounts and fund of funds. Their parent company Azimut, Italy’s largest independent asset manager, was established in 1989 and listed on the Italian stock exchange in 2004. The group manages over AU$187 billion in assets under administration globally including AU$2.1 billion in multi-manager solutions in Australia.

Bennelong Funds Management Ltd

Bennelong offers portfolio construction and management services through its corporate authorised representative, Bennelong Australian Equity Partners Pty Ltd (BAEP). Established in 2008 by Mark East in partnership with Bennelong, BAEP is a boutique asset manager specialising in Australian equities solutions for institutional and retail clients. Its investment philosophy focuses on high-quality businesses with sustainable earnings growth. Through a research-intensive, high-conviction approach, BAEP aims to outperform the market and deliver superior returns for its clients.

BetaShares Capital Limited

Betashares mission is to be the leading independent customer-focussed financial services brand in Australia. They strive to enable every client to achieve financial progress.

Betashares managed portfolios seek to achieve capital growth and income streams through a careful blending of major asset classes, both domestic and international.

A comprehensive multi-level service offering is in place for advisers, their practice and clients.

Blackmore Capital Pty Ltd

Blackmore Capital is a boutique asset management firm specialising in Australian equities, offering managed accounts that focus on delivering superior risk-adjusted returns through active portfolio management. Their disciplined investment approach prioritises high-quality ASX-listed companies, underpinned by extensive independent research and a long-term perspective.

BlackRock Investment Management (Australia) Limited

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

Context Capital Pty Ltd

Context Capital is a boutique investment consultant founded in 2020 with a clear mission to help professionalised financial planning businesses build and manage their own multi-asset portfolios, rather than recommended pre-packaged investment solutions. Context’s approach is built on three core principles: being unconflicted by having no internal investment products, remaining undistracted by focusing exclusively on bespoke portfolio solutions, and maintaining strong investment discipline through rigorous, high-grade decision-making processes. Context Capital develops and implements customised investment solutions that align with each firm's unique philosophy and objectives.

DNR Capital Pty Ltd

DNR Capital is an Australian investment management company that delivers client-focused investment solutions to institutions, advisers and individual investors. Founded in 2001, DNR Capital specialises in the delivery of managed accounts in the Australian market and aims to deliver investment outperformance to investors.

Each of DNR Capital’s strategies builds upon the core investment philosophy of investing in quality companies which are well placed to deliver investment returns through economic cycles. They believe concentrated portfolios of quality companies maximise the opportunity for outperformance.

Drummond Capital Partners Pty Ltd (available on request)

Drummond Capital Partners are an independent multi-asset investment manager providing institutional grade portfolio management solutions to wealth clients under the transparent and efficient managed account structure. Drummond are specialists in asset allocation with academic evidence showing that this is the primary driver of long-term returns. Considerable time and resources are invested into their Strategic and Tactical asset allocation processes which, combined with their proprietary manager research, has delivered high quality, risk aware portfolios since inception.

Elston Asset Management Pty Ltd

Elston is one of Australia’s largest providers of managed account solutions with a proven track record in managed portfolios. Their investment solutions include a direct Australian Equities managed portfolio through to full risk based multi-asset class managed portfolios.

Evergreen Fund Managers Pty Ltd

Evergreen Consultants is one of Australia’s leading asset consultants. Founded in 2016 by industry experts, Evergreen has consistently provided best-in-class investment solutions for clients since launch. Their approach has been based on employing a highly experienced and regarded investment team, while developing and applying the most innovative of technological solutions to measure and manage risk and return in a myriad of ways. They are laser-focused on providing investors with an exceptional investment experience.

Evidentia Group Pty Ltd & Evidentia Implemented Consulting (available on request)

Evidentia was founded with the aim of offering institutional-grade investment consultancy services, specialising in tailored solutions, delivered with a personalised, boutique approach. Evidentia manages more than $12 billion in assets for Australia’s leading private wealth firms and has assembled a highly experienced team with deep investment and business expertise. With an average of 20 years of industry experience, the team operates from offices in Sydney, Melbourne, Brisbane, and Perth.

First Point Asset Management Pty Ltd (available on request)

First Point was established by Sam Robson to provide direct Australian equity and multi-asset investment solutions to family offices, high net-worth clients and advice practices across Australia. Launched in June 2016, First Point is built on the core values of integrity and excellence.

They work with clients to provide personal and tailored services, and dedicate time and resources to build and grow investment portfolios. Their investment team has decades of experience across investment research, asset allocation, portfolio construction and investment governance. They partner with JANA, for investment insights and analysis, and other prominent investment consultants and portfolio management experts.

Hyperion Asset Management Limited

Established in 1996, Hyperion is a high conviction growth style manager that specialises in identifying and investing in what they believe to be the highest quality Australian and Global equities.

Hyperion’s proprietary investment process aims to produce a relatively concentrated portfolio of high-quality companies with earnings that should be sustained and grow in the long run and have above average long-term growth potential. Hyperion has a long-term track record of outperformance and considers that its portfolios are well positioned for both the peaks and troughs of an equity investment cycle.

Infinity Asset Management Pty Ltd

Infinity delivers bespoke institutional-grade investment solutions into the Australian advice industry. Infinity manages over $5 billion in assets with an award-winning team of 40. They have a relentless focus on delivering outcomes for advisers and clients through transparency, unprecedented levels of access to investment expertise, and a commitment to partnership with those they work with.

Innova Asset Management Pty Ltd

Innova Asset Management is a boutique portfolio management firm specialising in behavioural investing. They believe that, while returns matter, it is investor behaviour that matters more. That’s why Innova has developed portfolio solutions, and an advice framework designed to better align with investor behaviour, helping financial advisers enhance the value of their strategic advice.

InvestSense Pty Ltd

InvestSense is a multi-asset investment manager that has partnered with advisers and licensees for over a decade to deliver sophisticated investment solutions that help clients achieve their financial goals.

Specialising in outcome-based portfolios, the team brings extensive experience in institutional and retail investment consulting, portfolio management, and research. Their transparent partnership with advisers ensures investors are well-positioned and informed about how their investments align with their financial objectives.

Lonsec Investment Solutions Pty Ltd

Lonsec is a leader in Australia's financial advice and investment industry, offering a comprehensive range of managed accounts and investment solutions designed to meet the diverse needs of financial advisers, licensees, and platforms. With a focus on delivering actionable insights, Lonsec enhances the value of investment strategies and advice. Backed by over 30 years of experience, Lonsec’s data-driven approach empowers its clients to make informed decisions.

Mercer Investments (Australia) Limited

Mercer has been providing professional investment services globally for 75 years. Mercer partners with clients across all aspects of investing and its scale allows them to offer a comprehensive suite of investment tools, advice and solutions to meet clients’ specific needs and objectives. In designing and managing the managed portfolios, Mercer draws on a global network of investment specialists, including approximately 2,000 professionals working to improve investment outcomes for members and clients both here in Australia and around the world.

MLC Asset Management Limited

MLC Asset Management's investment team pioneered the multi-manager investment approach in Australia 40 years ago. Leveraging its deep expertise in portfolio construction and asset allocation, and backed by a large team of institutional investment professionals, their range of diversified, award winning, independently rated managed account portfolios are purposefully designed to suit the diverse needs of advice practices and their clients.

Morningstar Investment Management Australia Limited

Drawing on their core capabilities in asset allocation, investment selection, and portfolio construction, Morningstar’s Investment Management group provides a global point of view and local market experience. Their investment professionals, located around the world, are guided by core principles focused on long-term investment results and helping end investors reach their financial goals. Built around investment strategies and harnessing the global resources of Morningstar, Inc., their investment offerings support financial advisors, institutions, and the investors they serve. Morningstar Investment Management Australia provides professional guidance and access to strategies that can help investors reach their financial goals.

Ord Minnett Limited

Ord Minnett is a diversified Australian financial services organisation with approximately $65 billion in Funds under Advice. Ords offers specialist expertise across institutional, wholesale and retail stockbroking including research, funds management, wealth management, equities, money markets, wholesale bonds, corporate finance, mergers & acquisitions and private capital.

Pendal Institutional Limited

Pendal is an independent, global investment management firm focused on delivering superior investment returns for clients through active management.

Their proven and experienced fund managers have the autonomy to make decisions with conviction, built on a philosophy of meritocracy that fosters success from a diversity of insights and approaches to investment. They strive for superior results through a performance culture that backs independent actions.

Quilla Consulting Pty Limited

Quilla Consulting is a leading investment consultant providing exceptional service and excellent investment outcomes. They have over 10 years’ experience in collaborating with financial advice groups to craft and manage bespoke investment solutions utilising separately managed accounts, tailored precisely to their unique requirements.

Resonant Asset Management Pty Ltd

Resonant are an independent institutional grade asset manager who specialise in Tailored Private Label Managed Accounts.

The Resonant team consists of experienced portfolio managers, researchers and analysts with decades of direct money management experience.

Russell Investment Management Ltd

Russell Investments is a global investment solutions partner, dedicated to helping investors reach their long-term goals. Building on decades of continuous innovation, and with expertise in multi-asset solutions, Russell Investments scours the globe to deliver, what it believes to be, the most suitable investment strategies, managers and asset classes to its clients.

Schroders Investment Management Australia Limited

Established in 1964, Schroders Australia manages A$35.7 billion* in assets across Australian equities, fixed income, private equity, multi-asset, global equities, private debt, insurance linked securities and securitised credit. Schroders believes in the potential to gain a competitive advantage from in-house global research and that rigorous research can translate into superior investment performance. Proprietary research provides a key foundation of our investment process and our worldwide network of analysts is one of the most comprehensive research resources dedicated to funds management.

*At 30 September 2024

State Street Global Advisors

State Street Global Advisors serves governments, institutions, and financial advisors with a rigorous approach and breadth of investment capabilities. As pioneers in index and ETF investing and the world’s fourth-largest asset manager*, we are always inventing new ways to invest.

*Pensions & Investments Research Center, as at 31 December 2023.

Vanguard Investments Australia Ltd

With over $16.3 trillion in assets under management globally, including $5.16 trillion in ETFs, Vanguard is one of the world’s largest global investment management companies.

In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for over 25 years.

Watershed Funds Management Pty Ltd

High conviction, flexible, and genuinely dynamic, Watershed has been working with adviser groups for over a decade, as one of the earliest and most experienced providers of managed account solutions.

Chief Investment Officer, Adrian Rowley, has overseen Watershed’s process since inception, drawing on top-down and bottom-up inputs to actively manage asset allocation through market cycles.

Westpac Financial Services Limited

Westpac relies on the expertise of BT to manage the BT S&P ASX 20 Shares Portfolio. BT applies a rigorous quantitative approach with the aim to optimise return versus risk outcomes using market-leading algorithms and methodologies. The team actively engages in regular peer-review of practices and models, monitors performance to ensure models remain robust and relevant, has a strong focus on risk, and continually reviews investment processes and models to adapt to changes in market conditions.

Zenith Investment Partners Pty Ltd

For more than two decades, Zenith Investment Partners has been delivering premium investment research and portfolio construction services to Australian financial advisers and their clients. As one of the first multi-asset managed account providers in Australia, they’ve built a wealth of knowledge on the development and management of these investment structures. Zenith portfolios are powered by our leading internal capabilities in asset allocation, strategy selection and investment research including key market and portfolio insights from parent company, FE fundinfo.