MDA Provider - Business Listings - IMAP - Institute of Managed Account Professionals

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

Philo Capital Advisers

Sydney

Philo Capital is a third party MDA Provider, supplying advice businesses with tailored, and "off the shelf" managed discretionary account solutions that present to end investors as a professional service, rather than a product. More Info

Perpetual Private

Sydney

Perpetual Private is among Australia’s largest and most respected wealth managers, with dedicated investment teams focused on managing direct Australian equities and multi-manager portfolios covering all asset classes.... More Info

Seneca Financial Solutions

Melbourne

Seneca is a boutique investment specialist, focused on managed accounts. We assist financial planning practices develop, coordinate, and deliver timely investment portfolio advice to their clients, through a framework and philosophy aligned with the More Info

Real Asset Management Pty Ltd

Sydney, NSW

Real Asset Management Group is an Australian owned Wealth and Asset Management firm, with offices in Sydney, Melbourne, Brisbane and Hong Kong 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

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

FinClear

North Sydney, NSW

FinClear is a technology and financial market infrastructure company. in addition to operating its own HIN platform, FinClear enables wealth and stockbroking entities through the provision of platform technology solutions and market access. 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

Cameron Harrison Private Pty Ltd

Melbourne, VIC

We are Melbourne based specialists in investment management, wealth advice, specialist advice and consulting for business owners, families and individuals all built on 50 years of solid, professional heritage. 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

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

Macquarie

Sydney, NSW

Macquarie has been a specialist managed account provider since 2000, and has over $1.4b in funds under management. More Info

Watershed Funds Management Pty Ltd

Melbourne, VIC

Watershed Funds Management is an independently owned Investment Manager 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

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

Contact us