Philosophy

Akambo's investment approach

Our investment decisions are driven by data and analysis underpinned by domestic and international research. Our research model is independent and shaped by proactive trend analysis.

Our team collaborates with leading experts to deliver tailored solutions that meet the unique needs of our clients. We have the flexibility to source best-in-class strategies and collaborate with specialist partners—ensuring we drive innovation, enhance portfolio outcomes, and create long-term value for every client.

Successful financial management is more than numbers and reading markets

Akambo’s investment philosophy begins from the perspective that your clients are seeking a transparent and flexible solution. We believe that active management helps deliver a flexible, proactive, value-added overlay. This centres on dynamic asset allocation within and across portfolios while managing downside risk.

We prioritise high-quality investments, backed by rigorous research and a disciplined risk management framework overseen by our investment committee. This approach is underpinned by diversified portfolio construction to deliver resilience and long-term value.

By partnering with us, you gain access to specialist investment capabilities and support, so you can focus on strengthening client relationships and growing your business.

Confidence from expertise

Confidence is earned through outcomes, and we are an outcome business. To consistently exceed our clients’ expectations, we ensure that team members and partners are qualified and accredited to the highest industry standards with a proven track record in their respective fields. From financial decision-making to administration, training, and compliance, we leave nothing to chance.

We advocate ongoing professional development and training and embrace the competitive advantage that advanced technologies provide.  Trust is critical, and supporting our model with the best possible people and technology cements and strengthens our confidence in every decision and transaction we undertake.

“Our investment philosophy is built on transparency, liquidity, and stability.”

Why
Akambo?

More Clients,
Less Complexity

Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.

Robust, Disciplined
Investment Process

Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.

Customisation and
Responsiveness

Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.

Full Visibility &
Direct Ownership

Clients retain direct ownership of investments. Complete transparency and dependable communication.

Proven
Track Record

Consistent performance and an experienced investment team with over 260 years of combined experience.

Ready to scale with Akambo?

We partner with advice firms ready to scale by adopting a smarter investment solution for your clients.

Fill out the form, and our team will contact you to discuss how we can support your growth.