Resonant launches private multi-asset SMAs

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.

Related News:

“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.


Related Content

New client for Managed Accounts Holdings

Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account (MDA) service.First Point...Read more

Leaking billions, the banks depart wealth management

And then there were none.The great banking adventure in wealth management all but ended on Tuesday, 19 March, 2019 having cost the Commonwealth Bank, ...Read more

Praemium announces new SMA Partnership

Praemium has announced it has entered into a partnership with Pitcher Partners Wealth Management Brisbane to utilise Praemium’s integrated managed a...Read more



Add new comment