Premium Wealth Management has appointed Ibbotson Associates Australia, a unit within Morningstar’s investment management group, as its investment consultant.
According to Morningstar, Ibbotson will provide Premium with a full suite of retail investment consulting and advice capabilities, including investment committee and governance oversight, asset allocation advice, and dealer group and practice support.
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Premium will also release managed account portfolios, which will provide its advisers with a flexible, transparent, and tax- and cost-effective portfolio management solution to satisfy the full spectrum of their clients’ needs.
Chris Galloway, managing director of Ibbotson Associates Australia, said: "Ibbotson’s expertise in asset allocation, portfolio construction, and managed account solutions gives Premium and other dealer groups access to these capabilities and the resources to help them meet these challenges."
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