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Individually managed account

Individually managed account

A portfolio built around you.

For wholesale investors onlyThis product is available only to wholesale, sophisticated and professional investors as defined in the Corporations Act 2001 (Cth). It is not available to retail investors, and nothing on this page is an offer.
  • Managed to your own objectives, tax position and preferences.
  • Exclusions and constraints that matter to you, applied to your portfolio alone.
  • Held in your name, with full transparency of every holding and transaction.
  • A direct relationship with the people managing your money.
Who it may suit

Private clients, families and business owners who want a portfolio managed for their circumstances rather than a pooled fund.

Wholesale investors

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