Exelsuper enters managed accounts partnership with Activus
Exelsuper has announced a partnership with Activus Investment Advisors to establish its separately managed accounts.
The suite of branded managed portfolios would be available on the Macquarie Wrap platform and accessible to all Exelsuper’s clients.
Robert Talevski, founder and managing director of Activus, lauded Exelsuper’s vision and founder Chris Harris’ passion for providing better quality financial advice to his clientele.
He added that having Exelsuper’s managed account would free up time for its advisers to spend more time with their clients, focus on other value-added activities and reduce compliance burden.
Harris said this partnership would enhance the Adelaide-based wealth practice’s investment services.
“Activus’ proactiveness in managing their investments and client engagement has been noteworthy,” he stated.
“The team kept us informed throughout the whole process and ensured that we were kept in the loop.
“Activus’ flexibility to accommodate our investment needs has been a very positive experience for us as it did not feel like we have lost control in our investment decision making and we feel valued as a partner.”
Headquartered in Melbourne, Activus was a boutique asset consulting and investment management firm with over $4 billion in funds under management.
AUTHOR
Rhea Nath
Recommended for you
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
