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 worked alongside Australian financial advisers for almost twenty years. With capabilities across several platforms, we can create transparent portfolios that reflect your firm’s investment philosophy.

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 active management provides a flexible, proactive 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

Practical answers to the questions advisers ask most when weighing up an asset consultant or investment manager.

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.

Ready to scale with Akambo?

We partner with advice firms ready to scale with a smarter investment solution for their clients.

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