Powering financial advice firms for almost 20 years
We don’t look to reinvent financial advice services; our role is to strengthen them by delivering risk-adjusted managed account solutions and ongoing professional support.
Our managed accounts give advisers room to deliver strategic advice with clarity and confidence. By streamlining portfolio management and administration, we enable you to shift focus from day-to-day investment logistics to higher-value strategic conversations.
Portfolio management in real time
Our dynamic portfolio management approach is designed to keep your clients’ investments aligned with market conditions and evolving goals. We monitor and adjust portfolios continuously, responding to market movements and emerging opportunities.
This frees your practice to focus on deeper client relationships and strategic advice.
Focused advice delivery
With portfolio management taken care of, you can dedicate more time to providing truly strategic advice – whether it’s guiding clients through market cycles, navigating complex financial decisions, or identifying new opportunities. Our platform supports this by providing up-to-date portfolio data and insights, ensuring your advice is always informed and actionable.
We help you put client goals at the centre of every conversation. Our tools and reporting capabilities make it easy to set, track, and adjust goals as life circumstances change. Portfolios can be tailored to support specific objectives, from retirement income to wealth accumulation, keeping investment strategies aligned with each client’s objectives.
Strengthen relationships and build trust through enhanced transparency and ongoing communication. Our digital portals and reporting give clients clear, real-time visibility into their portfolios and progress toward their goals. This open access fosters more meaningful conversations and allows you to proactively address client needs as they arise.
With our managed account solutions, you can focus on what you do best: you can focus on what you do best: advising clients and deepening relationships.
Contact us to talk through how we’d work with your firm.
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
Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.
Customisation and
Responsiveness
Portfolios tailored to your firm, backed by proactive communication.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
A disciplined process and an investment team managing portfolios since 2007.