Vertex Investment Services partners with advice firms, licensees and investment committees to strengthen how investment decisions are made, implemented and maintained. We build governance frameworks, design and oversee portfolios, and support managed account implementation — with documented processes, defined responsibilities and a review cadence that holds up under scrutiny.
We work with principals, CIOs, heads of advice and investment committees who want more structure around portfolio decisions, a practical path to managed accounts, and a responsive partner to grow alongside their investment needs.
Governance that stands up to scrutiny
ASIC’s 2025–26 Corporate Plan commits to surveillance of managed accounts governance, conflicts management and consumer outcomes. Vertex builds the frameworks, documentation and oversight processes that make governance defensible — not just presentable.
Implementation that actually lands
Strategy without implementation is a document in a drawer. Vertex manages the full transition path: stakeholder coordination, platform setup, adviser communications, timeline management and post-implementation review. We measure time-to-live and track what gets delivered.
An investment model your team can run
Portfolio work, reviews and oversight consume adviser time and create operational drag. Vertex reduces that burden by providing the structure, reporting and committee support that lets internal teams focus on advice and client relationships.
Collaborative support
We are not there to sit above your business or replace your client relationships. We work alongside your principals, advisers and investment decision-makers to strengthen the investment function around them.
If you’re currently…
…relying on a research house APL without a documented selection process
…running an investment committee without a formal charter, decision log or conflicts register
…considering managed accounts but unsure about governance and implementation requirements
…managing portfolio oversight internally and finding it consumes more adviser time than it should
…self-licensed or recently departed a dealer group and building investment governance from scratch
…then Vertex is built for your situation.
We work with advice firms from 5 to 50+ advisers, licensees at any stage of maturity, and investment committees that want additional structure, capability or independent oversight.
Vertex works with advice firms to strengthen investment governance, portfolio construction and mandate implementation. The firm forms part of a broader investment ecosystem that combines asset consulting with institutional portfolio implementation, leveraging the established managed account capability of Akambo — an Australian investment manager with over 20 years’ experience and more than $6 billion in funds under management.
This affiliation but separation is important because it allows Vertex to stay focused on investment governance, portfolio design and consulting support, while working alongside Akambo where broader implementation support is required.
That may include support across consulting, implementation planning and ongoing operating coordination. The scope of work is defined upfront so responsibilities are clear from the outset.
Your current model, priorities and where the pressure sits – an honest assessment of fit.
Governance, portfolio framework and operating model reviewed, with findings documented.
Deliverables, responsibilities and fees defined in a clear proposal before work begins.
Agreed work delivered on schedule, with a reporting and oversight rhythm established.
Not every firm needs the same level of support.
Some want a standing asset consulting partner across governance, portfolio oversight and ongoing committee support. Others need help with a defined project: a managed account migration, a governance framework build, a manager selection process, or an investment committee restructure.
Vertex supports both. Engagement terms, deliverables and fees are defined upfront regardless of scope.
