We strengthen advice models, we don’t reinvent them. Akambo partners with advice firms across Australia to deliver institutional-grade managed accounts and pragmatic asset consulting that lift governance, simplify operations and scale with your practice.

Why us
• $5bn+ in funds under management
• 15+ years’ experience in managed accounts; 260+ years’ collective investment expertise
• Built to integrate with your platforms and processes

What we deliver
• Custom and core managed accounts aligned to your investment philosophy, client segments and platform preferences
• Portfolio construction, research, risk oversight and investment committee inputs
• Execution-ready onboarding, reporting and an operating framework that reduces admin and improves oversight
• Ongoing adviser enablement: client-ready communications and education
• Rooted in financial advice, we design portfolios that reflect how advisers actually work – supporting better, more consistent client outcomes.

Let’s talk about managed accounts or asset consulting that help you grow with control.

Akambo

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