Managed Accounts
Mandate-true managed accounts. Built to your policy
We run discretionary portfolios through managed accounts across Australian and global equities and multi-asset to your brief. We write the rationale before trading, size positions to risk, and keep a visible record of every change. Implementation sits on HUB24, Netwealth or Macquarie, or on your preferred platform. You keep authority and custody. Benchmarks do not set our positions. Your mandate does.
AFSL No. 486279 · ABN 97 611 390 615 · Sydney HQ · Serving Wholesale & Professional Investors Globally
Where This Fits
Core exposures or targeted sleeves
Use a model as your core, or add sleeves for income, drawdown control or a targeted tilt. Advisers and AFSLs implement on platform with a predictable cadence. Family offices and committees use concentrated sleeves where conviction is earned. Institutions deploy policy-aligned mandates with a clean audit trail. Brokers and trading platforms use models and sleeves for consistent implementation and reporting.
Core sleeves
The core does the heavy lifting. A disciplined equity core carries growth; income and listed credit add stability. Liquidity floors and days to exit are set so you are not a forced seller.
Satellite sleeves
Tilts in value, quality, low volatility or themes. Each sleeve has clear size bands and pre-agreed exits so tilts stay intentional. During transitions we log changes and stage trades to manage tax, costs and market impact.
Structure
SMA or IMA, built to the brief
Separately Managed Account (SMA)
Standardised models on platform with transparent holdings, trading and tax. Suits consistent objectives across clients and efficient implementation.
Individually Managed Account (IMA)
Bespoke mandates defined with you at the outset. Constraints, liquidity, concentration and exclusions are documented in policy. Used when size, complexity or governance requires a tailored approach.
Note: Implementation is on your preferred Australian platform. You retain authority and custody. We execute within the agreed mandate.
How We Run
Risk first. Documented. Accountable.
We document assumptions, position sizing and the reason for any change before we act. We size to risk: downside sets size; return sets order. Concentration is earned; diversification is used where conviction is not. Every decision is version-controlled.
The mandate sets boundaries: investment universe, risk limits, liquidity floors, cash buffers and rebalancing rules. Positioning is driven by ongoing research across equities, listed credit and macro. Execution is repeatable and reporting is concise and dated. When the facts change, exposures change, and we explain why.
How We Deliver
From onboarding to reporting
Onboard
We confirm objectives, constraints and reporting priorities. You receive a concise proposal and draft mandate that set deliverables and cadence. We coordinate with your platform and custodian, provision the portal and schedule the first review.
Operate
Trading follows the written rationale. Activity is logged. Custody and authority remain with you. Models are kept current. Research drives signals which are tested against policy, liquidity and market structure. Position sizes reflect downside, liquidity and concentration.
Report
Monthly snapshots flag what moved and why. Quarterly reviews record decisions and the plan from here, closing with what changed and what is next. The full history sits in a secure portal with permissioned access.
Who We Work With
Built for wholesale and professional clients
Advisers & AFSLs
Models that scale across client bases with client-ready packs and a predictable cadence.
Brokers & trading platforms
Independent perspectives and trade ideas backed by in-house work, delivered to fit your workflow.
Family offices & committees
Concentrated sleeves where appropriate, meeting-ready materials and a retained record of decisions.
Institutions & fiduciaries
Policy-aligned mandates, audit-ready documentation and reporting to your standards.
Governance
Clean process. Clear evidence
Mandates are documented up front and reviewed on a set cadence. Conflicts, best execution, privacy and complaints are covered by policy and applied in practice. Access is permissioned, activity is logged and history is retained. Client information is confidential and used only for agreed purposes. Custody and administration sit with platform providers while our focus stays on decisions and outcomes.
FAQs
Common questions. Straight answers
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HUB24, Netwealth and Macquarie by default. We can work with others where appropriate.
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You do. We implement within your platform and custody settings.
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Monthly snapshots and quarterly reviews on schedule. You also have a secure portal with authored, dated materials and a visible change log.
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SMA suits consistent objectives across many clients and efficient on-platform implementation. IMA suits larger or more complex mandates where constraints, liquidity and exclusions need to be tailored.
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They depend on structure, assets and platform. We confirm quickly once we understand your brief. Fees are simple and transparent; there are no embedded product fees.
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We write the rationale before trading, then act. Decisions are version-controlled so you can see what changed and why. You will be notified when a material change occurs.
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No. We are mandate-true and benchmark-unaware. Benchmarks provide context but do not set positions unless your policy requires it.
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Downside sets size; expected return sets order. Liquidity floors and days-to-exit are defined in the mandate so you are not a forced seller.
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Yes. Preferences and exclusions are embedded in the mandate and honoured in implementation. We align reporting to your policy.
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In stages, with a written plan. We balance risk, tax and market impact, log each step and keep you informed.
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Our universe is listed equities, listed credit, managed funds, ETFs and hybrids. Derivatives are used only if explicitly permitted in your mandate and for defined purposes. We do not use leverage unless your policy allows it.
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We are independent. We do not receive fees from managers for coverage and we do not run investment banking or product ratings. Policies for conflicts, best execution, privacy and complaints are in place and applied.
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Yes. Access is permissioned at the seat or firm level. Activity is logged and history is retained.
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Timeframes depend on mandate scope and platform set-up. We document the plan up front and keep you on the schedule you approve.
Latest Insights
Quick reads with a Clear bottom line.
Clear, decision-ready notes on markets, policy and running money. Authored and dated with sources, free to read, and updated when the facts change.
Getting Started
Speak with the team
Book a quick call. We’ll map your needs, confirm the fit, outline scope and reporting cadence, and answer any immediate questions.
After that, we’ll send a concise proposal and a draft mandate for review. When you’re ready, we coordinate with your platform and custodian, provision the portal and book the first review. From there, we report on schedule and explain what changed and why.
