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Above the Index
Ausbil Dexia Limited
Dalton Nicol Reid
JBWere
Lonsec Limited
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Ralton Asset Management Limited
SG Hiscock & Company
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Creating
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Investment Managers
Managed Fund Managers
If part or all of your client portfolio requires exposure to professional investment managers, WealthPortal UMA provides access to over 800 professionally managed investment vehicles across both your traditional Wholesale Managed Funds as well as SMA Mandates. This combines with the Personal Share Portfolio enables you to construct client portfolios that matches their risk profile and strategic objective.
As an active client or adviser to the WealthPortal service you have the ability to search for Managed Fund Managers by APIR codes, Manager names, Fund names etc providing you quick and easy to more detailed information.
WealthPortal, the POWER to do more....
Disclaimer
The advice on this page is general financial product advice only that has been prepared without taking into account client objectives, their financial situation or needs. Before acting upon this advice, you and/or your client should consider its appropriateness to their objectives, financial situation and needs. You should also read the accompanying disclosure statements.
Hear from some of our specialist SMA Managers
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