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.

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.

A world of active ESG insight.
All in a single ETF.

Introducing RGOS
(Russell Investments Sustainable Global Opportunities Complex ETF)

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.

Market insights & updates

Access our best thinking on global markets and adviser issues

`25
ANNUAL
Global
Market
Outlook

The Mechazilla Moment

Successfully navigating markets in 2025 will demand more than relying on conventional wisdom about U.S. outperformance and global headwinds.

2023

MANAGER
ESG SURVEY

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


VALUE OF AN
ADVISER

smiling woman

2024 | MAXIMISE YOUR VALUE
Five ways you create value: A+B+C+E+T

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

Neil headshot

Neil Rogan

Managing Director, Head of Distribution

Phone: +61 2 9229 5131

Leo Feldman

Leo Feldman

Director, Head of Key Accounts and Platforms

Phone: +61 2 9229 5331

Hemant Raval

Hemant Raval

Key Account Manager

Phone: 0412 925 781

Terry Tyrrell

Terry Tyrrell

Regional Manager - NSW/ACT

Phone: +61 419 264 276

Laurence

Laurence Gamboa

Regional Manager -
NSW/ACT

Phone: +61 2 92295222

Ross Nayler

Ross Nayler

Regional Manager -
WA/SA/NT

Phone: +61 481 001 496

James Noone

James Noone

Regional Manager - QLD

Phone: +61 432 355 892

Jack Fitzgerald

Jack Fitzgerald

Regional Manager – QLD

Phone: +61 401 939 449

Peter Poulopoulos

Peter Poulopoulos

Regional Manager –
VIC/ TAS

Phone: +61 407 000 716

Rebecca Yabsley

Rebecca Yabsley

Regional Manager – VIC

Phone: +61 400 151 892

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.