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
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

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 10 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
3