Managed Accounts

Akambo delivers market-ready investment solutions for financial advice firms of all sizes. Since 2007, we’ve provided flexible, risk-adjusted investment portfolios that enable advisers to focus on building long-term, quality relationships with their clients without the administrative burden.

How it Works

Akambo has been powering the success of Australian financial advisers for almost twenty years. With capabilities across several platforms, we can create transparent portfolios that mirrors your DNA.

With direct global and domestic investment capability, we deliver risk-adjusted managed account solutions and ongoing professional support.

Philosophy

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.

FAQs

Here you’ll find clear, practical answers to financial advisers’ most common questions when considering an asset consultant or investment manager. Whether you’re just exploring your options or ready to scale, this section gives you the insights to make an informed next step.

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.