Investment & Platform Solutions

Managed Accounts

At Centrepoint Alliance we ensure that our advisers and their clients have access to a broad range of high-quality managed accounts to meet specific client needs.

Managed accounts are a non-unitised managed investment and have a range of benefits over traditional bespoke diversified portfolios:

Professionally managed by a high-quality investment manager
Consistent portfolio outcomes – the investment manager will rebalance and adjust the portfolio when required rather than being determined by client consent
Transparent – complete look through to the underlying investment options
Efficient – less time preparing Records of Advice

Our advisers and their clients have access to a range of managed account solutions including:

Research SMAs
External SMSs
Bespoke managed accounts
Tailored managed accounts

Research Models

Our investment Research Team construct a range of diversified model portfolios using underlying assets from leading local and global investment managers. These model portfolios provide advisers with the flexibility to implement and rebalance portfolios using the model functionality on leading platforms.

External SMAs

To ensure that advisers have a broad range of managed accounts, there are over 100 managed portfolios comprising diversified and single sector. 80 of these are manufactured by external investment managers. Our range of managed portfolios are constantly reviewed to ensure you have access to a current range of options in the investment universe.

VMAPS

To find out more visit Ventura Funds Management.