Simply select your preferred strategy and leave the rest to us.

We appreciate that your time and money are valuable and that, for many, frequently managing a portfolio is neither feasible nor desirable. But a busy lifestyle shouldn’t exclude you from a fully transparent and high-performing investment experience. That’s where our Separately Managed Accounts service can help you achieve your investment goals.

This service will be available in mid April 2019.

We also operate a Funds Management service that is available to wholesale clients. To find out if you qualify as a wholesale client, please contact us below.

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Call us on 1300 748 546 or simply fill out the form below and one of our helpful client success managers will be in touch shortly

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Separately Managed Accounts – three simple steps to growing your wealth.

These simple steps will ensure you experience all of the benefits of a direct share owner. That is, the account and associated stocks will be under your name, with all dividends and franking credits attributed directly to you.

Our unique position in the marketplace means that you’ll benefit from the reduced brokerage rates we’ve negotiated with our direct wholesale partners. You also have the option to choose a multi-strategy* approach instead of a single strategy.

Perpetual is the overseeing trustee. With over 130 years of experience, Perpetual’s primary responsibility is to maintain our client’s interests by ensuring compliance.

*The number of strategies available are dependent on initial investment due to the consideration of trading costs.

Get in touch with us today to discuss your needs

For a free, exploratory consultation, simply enter your details and we’ll be in touch within one business day. Our team of dedicated professionals are on standby and ready to help.

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