Investment Administration - Business Listings - IMAP - Institute of Managed Account Professionals

BT Panorama

Sydney, NSW

BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard. With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. this vision is BT Panorama. More Info

Mercer Investments (Australia) Limited

Sydney, NSW

Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. More Info

North

Sydney

North is one of the largest wrap platforms in Australia with funds under administration of $72bn*. With deep experience and understanding of the advice industry, North was created by advisers for advisers More Info

Accordius Pty Ltd

Melbourne, VIC

Accordius is a privately owned investment house, partly owned by KordaMentha, a professional services firm, providing an integrated advisory and investment management service. More Info

Pinn Deavin Securities Pty Ltd

TAREN POINT, NSW

A boutique full service firm that assists families and other long term wealth accumulators through direct investment management. More Info

Joseph Palmer & Sons

Sydney, NSW

 Joseph Palmer combines a long history, vast experience, and a capacity to bring foresight to the investment table for the benefit of its clients More Info

Lifestyle Asset Management Pty Ltd

Sydney, NSW

Our team of advisers is comprised of professionals and experts across a range of sectors from accountants and real estate agents to mortgage brokers and financial planners. More Info

DNR Capital

Brisbane, QLD

DNR Capital is an Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors More Info

Praemium

Melbourne, VIC

Since 2001 Praemium has been empowering advisers, dealer groups, stockbrokers and private wealth businesses to deliver an exceptional wealth management experience to investors through our proprietary technology and a scalable and efficient managed ac More Info

Perennial Value Management

Sydney, NSW

Perennial Value is a specialist, active investment management firm. Formed in 2000 and led by well-known Value investor John Murray. More Info

IOOF

Melbourne, VIC

Today, IOOF is the largest independent financial services group in Australia. We are an ASX top 100 company with $143 billion (as at 31 March 2017) in FUMAS, and we currently provide services to more than 600,000 customers around Australia. More Info

BT Panorama

Sydney, NSW

BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard. With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. this vision is BT Panorama. More Info

Mason Stevens

Sydney, NSW

Mason Stevens was founded in 2010 and has evolved into a leading specialist wealth management platform operator based in Sydney, Australia. With over $6.7bn funds under management and administration, More Info

Colonial First State

Sydney, NSW

Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. More Info

Dexus

Sydney, NSW

Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $57.1 billion. More Info

Netwealth

Melbourne, VIC

Netwealth is part of the Netwealth Group (headed by Netwealth Group Limited), which provides a range of innovative and award winning investment, superannuation and advice solutions and today looks after over $9 billion. More Info

Implemented Portfolios

Sydney, NSW

Implemented Portfolios is an Individually Managed Account service, founded in 2010 and operating as a Managed Discretionary Account provider. On the 4th of August 2022, Implemented Portfolios was acquired by Lonsec Holdings and is now part of the Lon More Info

HUB24 Limited

Sydney, NSW

HUB24 was established in 2007 by a team with a long and proven track record of delivering advanced market-leading proprietary technology solutions to the financial services industry. The HUB24 platform was purpose built from the ground up. More Info

Elston Asset Management

Brisbane, QLD

Elston Asset Management Pty Ltd ABN 37 150 161 765, a corporate authorised representative of EP Financial Services ABN 52 130 772 495 AFSL 325252 (Elston) is a privately owned Australian investment manager established in 2008. More Info

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