Federation Alliance and Australian Unity Investments (AUI) have partnered to introduce a new non-aligned investment platform.
Federation Alliance was formed in 2012 by four industry experts John Morrison, Stephen Reed, Jan Morrison and John Grainger.
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The new platform, dubbed Federation Managed Accounts, will be managed by Linear Asset Management.
The platform will provide access to a range of investment options and offer investment administration which also includes consolidated reporting, tax management and online content management.
Federation Alliance managing director John Morrison said the company’s intention for the platform is to offer managed fund, wrap and model portfolio capabilities, as well as separate platforms for superannuation, non-superannuation and corporate superannuation.
AUI head David Bryant said the previous experience of the Federation Alliance team was a major factor in the company’s decision to partner with them.
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By GlobalData"Our conversations with financial advisers highlight that they are very interested in non-aligned platforms, and we believe Federation Managed Accounts will appeal to such advisers," Bryant said.
"At the same time, advisers and investors are looking for more value from relationships and Federation Managed Accounts has been purpose-built to offer this."
