Mainstream Online Web Portal

Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.

Home Investment capabilities

Managed investment solutions

Access a broad range of specialist investment capabilities designed to meet clients’ evolving needs

Depth, discipline and active management—all in one partner

Deep investment expertise

Access highly experienced investment teams with the depth and judgement to navigate complex markets.

Portfolios built for resilience

Manage risk through diversification, quality insights and portfolio protection strategies—particularly when markets are volatile.

Simplified portfolio management

Access strong operational capabilities such as investment implementation, portfolio administration and reporting.

Active asset allocation

Capture opportunities and avoid overexposure to expensive or unattractive areas through active management of asset classes, sectors and market cycles.

Global investment expertise

Our multi-boutique investment model is supported by investment managers from around the world including Barrow Hanley, J O Hambro, Regnan, Trillium and TSW.

This global network provides access to diverse investment thinking and specialist capabilities.

We also draw on Regnan’s responsible investment research and stewardship to strengthen ESG insight across selected strategies.

Explore our investment solutions

Australian Equities

Capture long-term growth opportunities through actively managed strategies, delivered by one of Australia’s largest and most experienced investment teams.

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Global equities

Diversify portfolios with global investment opportunities through investment managers J O Hambro, Barrow Hanley and Trillium.

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Income and fixed interest

Support client income needs and capital preservation through one of Australia’s most experienced income teams.

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Multi-asset

Build diversified portfolios through traditional and alternative asset classes designed to manage risk and smooth returns.

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Australian listed property

Access opportunities to navigate complex market conditions, backed by research-led investment strategies.

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Responsible investing

Meet growing client demand for sustainable investment options with responsible investing capabilities and ESG research.

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