Financial advisers

Premium solutions designed to deliver real value while helping you grow your business.

Our approach brings the world’s leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals.

Embrace the Possible

Flexible solutions for your clients

Managed accounts

Blending leading managers and strategies in a diversified, adaptive and efficient portfolio.

Exchange traded funds

Our range of Exchange Traded Funds can give your client’s portfolio targeted exposure to global financial markets.

Diversified funds

Actively managed multi-asset funds designed to deliver specific growth and income objectives.

Business solutions

Transforming your business to better serve your clients

Practice management

Running a business can be hard, with less time to focus on what matters. We can help.

Effective client meetings

Consider these best practices and resources to connect more deeply with your clients.

Client ready resources

Tools and resources to help you engage and build trust with your clients.


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2023 | Your value is in the numbers
Five ways you create value: A+B+C+E+T

Market insights & updates

Access our best thinking on global markets and adviser issues


Falling with style

There is more talk of a soft landing for the U.S. economy where recession is avoided. This is possible but we still think a mild recession is likely. Equities can remain supported by soft-landing expectations for the next few months. Government bonds are attractive as most central banks are near the end of their rate hikes.


Key findings from this year’s ESG manager survey, which assess the integration of ESG considerations in investment processes amongst asset managers.

Recent blog posts

Hear from our experts on the issues our clients care about

Meet the team

Our team of experts are ready to help you solve the complex problems for your business and clients

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Neil Rogan

Managing Director, Head of Distribution

Phone: +61 2 9229 5131

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Leo Feldman

Director, Head of Key Accounts and Platforms

Phone: +61 2 9229 5331

Terry Tyrrell

Terry Tyrrell

Regional Manager - NSW/ACT

Phone: +61 419 264 276

Ross Nayler

Ross Nayler

Regional Manager -

Phone: +61 481 001 496

Peter Poulopoulos

Peter Poulopoulos

Regional Manager –

Phone: +61 407 000 716

Sam Sullivan

Sam Sullivan

Regional Manager –

Phone: +61 447 185 638

About us

We are a leading global investment solutions partner, dedicated to improving people’s financial security.

Our leaders are passionate about improving people’s financial security and exceeding client expectations.

We put the world’s leading investment managers to work for you.

Up-to-date with insights from our experts on global markets and trends

When you invest, it’s good to know you’re among the best.

We embody a strong commitment to exceptional standards of corporate responsibility.