Victoria-based financial planning group Securinvest has teamed up with Australian platform provider Netwealth to deliver private label version of Netwealth's managed accounts offering to clients.
Netwealth joint-managing director Matt Heine Heine said: "We are really pleased to be working with Securinvest, who are embracing the many benefits of managed accounts including greater business efficiency but more importantly, better client outcomes."
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The private-label managed account service will be guided by the investment expertise of Zenith Investment Partners.
Securinvest joint managing director Craig Thwaites added: “We’re excited to be offering our clients a range of contemporary model portfolios, with Zenith employing a dynamic asset allocation with their best research ideas for active managers.”
Earlier this month, Netwealth collaborated with Sydney-based wealth management firm Stanford Brown for a private label managed accounts service.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
