BlackRock Investment Management (Australia) LimitedWhen considering SMAs as a direct equity solution for your clients, logic suggests you consider the best the market can offer. Our locally development SMA offering leverages our global research and knowledge to deliver a leading solution for an established, leading-egde SMA, developed here and backed by BlackRock global know-how, call us today and uncover the many benefits of our award winning Customised Portfolio Service.
Linear Asset ManagementAvailable to dealer groups, financial advisers, stockbrokers and other institutions, the Linear Managed Account platform is the only one of its kind delivering a multi broker, multi asset class system designed with investment managers and financial planners in mind. Thanks to our innate understanding of the financial services industry, compliance, technology and our partnership with some of the most respected names in financial services, we've become the Managed Account platform of choice for Asset Managers.
OneVue LimitedLevel 2, 1 Castlereagh Street, Sydney NSW 2000
Tel: 61 2 8022 7400 Fax: 61 2 8022 7448
Website:
www.onevue.com.auOneVue offers intermediaries and institutions: Managed accounts, Portfolio and SMSF administration services, Unit trust and superannuation registry systems. Investors retain beneficial ownership of underlying shares offering greater tax efficiency and lower transaction costs. Dealer groups earn additional revenue by offering adviser and dealer group share portfolios with performance reporting. The OneVue SMA can be integrated to provide one view of all assets and liabilities by client and family group (Unified Managed Account UMA) and by adviser, adviser office and dealer group.
Wealth Within Direct EquityLevel 1, 270 Auburn Road, Hawthorn VIC 3122
Toll Free: 1300 742 738 Fax: 61 3 9290 9995
Website:
www.wealthwithin.com.auWealth Within Limited has successfully provided Individually Managed Account (IMA) services to clients for over 6 years with results that have consistently outperformed managed funds. As the developer and provider of the Diploma of Share Trading and Investment, what we teach forms the basis of our investment decisions, combing "timing the market" with "time in the market" in seeking to maximise the return on investment. Our IMA is available to Dealer Groups, Financial Planners, Stockbrokers, and Institutions.
