Resonant launches private multi-asset SMAs

SMAs/managed-accounts/separately-managed-accounts/investment-research/multi-asset/dealer-groups/financial-advisers/Royal-Commission/

13 May 2019
| By Chris Dastoor |
image
image image
expand image

Investment research firm Resonant Asset Management has launched a new private label multi-asset separately managed account (SMA) program with direct stocks.

The service will bring institutional grade portfolio management to financial advisers and dealer groups.

Resonant Asset Management was founded in 2017, and co-portfolio managers Nick Morton and Glen Holder had brought a collective 40 years of institutional market knowledge.

“Research and Technology lie at the heart of all of Resonant’s processes,” Morton said. “We believe fervently in the benefits that active management and research can bring to investment portfolio returns but acknowledge that cost plays a major part in the attractiveness of any particular solution.”

“The challenges advisers face in a post Royal Commission world mean that any proposed solution must compete on both cost and performance. Resonant’s multi-asset SMAs do just that,” Holder said.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 21 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo