Managed Account Solutions

Akambo managed account solutions

Akambo is an Australian investment management and asset consulting firm with over 15 years’ experience delivering institutional-grade managed account solutions tailored for financial advice professionals. With more than $5 billion in funds under management and a team bringing over 260 years of collective investment expertise, we offer both custom-built and core managed accounts designed for transparency, scalability, and strong governance.

Our roots in financial advice mean we understand how to design portfolios that reflect adviser philosophies, support client goals, and integrate seamlessly with platform preferences – reducing operational complexity while enhancing the delivery of strategic advice.

Through a proactive investment process, dynamic portfolio management, and a commitment to adviser support, Akambo is a trusted partner for firms seeking flexible, high-performing investment solutions that deliver lasting value.

Professionally and reliably behind the scenes

We are your investment management partner with a multimodal investing approach.

We aim to deliver absolute results, by active asset allocation and direct asset ownership. Our investment strategies evaluate growth, value, momentum, income generation, and opportunity.

Portfolio solutions can be customised to your client’s risk profile and goals, ensuring a high-performance partnership that creates value at every touchpoint.

Partnering with Akambo

By partnering with us, you plug your business into a ready-to-run, powerful infrastructure. We provide the tools, technology, investment expertise, and operational support for financial advisers and advice firms looking to scale and grow.

We focus on the stability and transparency that your clients trust. With Akambo, you experience a dedicated onboarding and investment team that guides you through every step, including implementation support for a smooth transition.

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.