Our Solutions
Professionally Managed Model Portfolios
Expertly curated model portfolios—off-the-shelf or fully customised—managed by leading third-party asset managers.
You gain top-tier oversight and adaptability, allowing you to offer your clients institutional-grade portfolio management with minimal operational complexity.
Integrated Asset Management Service
Go beyond outsourcing. Our third-party investment experts collaborate directly with your firm to create and execute a tailored investment strategy that reflects your firm’s values and client objectives.
Operate under your brand while enjoying the benefits of an institutional-grade investment committee and active investment team—all without the day-to-day management burden.
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Your Desired Asset Manager
At Managed Portfolios, we believe in partnerships that evolve with you. If your preferred asset manager isn’t currently part of our network, we are always open to building new relationships and welcome introductions to ensure your firm’s needs are fully met.
Key Features
Individual HIN Portfolios
Clients retain control over their assets with their own bank account and Holder Identification Number (HIN).
Security and Peace of Mind
Clients enjoy a sense of security knowing that their investments are not pooled with those of other investors.
No Records of Advice (ROAs)
No cumbersome documents required for each trade, enhancing both adviser and client experience.
Super & Non-Super
Flexibility to manage assets under different taxation environments.
Custodial & Non-custodial
Flexibility to choose between clients retaining legal or beneficial ownership of assets.