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- Private Wealth ServicesHelp us build and protect your wealth, with private wealth services tailored to your specific needs.
Help us build and protect your wealth, with private wealth services tailored to your specific needs.
We are one of Australia’s largest providers of managed account solutions with a track record of over 10 years in both SMA and IMAs.
Our investment solutions range from a core Australian Equities Large Cap model through to full risk based multi-asset class models.
We work collaboratively with you and use our tools and resources to help create better outcomes for your clients and your business.
The Elston SMA is designed for investors who require professional investment management, with the flexibility and transparency of direct asset ownership. Elston is one of Australia's largest providers of managed account solutions currently managing over $3bn in assets on behalf of investors across Australia. We bring deep experience and a disciplined investment process as the manager responsible for constructing both Australian equity and multi-asset class portfolios and the ongoing monitoring and rebalancing of these portfolios to a set strategic asset allocation.
If your firm would like to create a bespoke SMA solution leveraging Elston’s investment expertise, Elston can work in strategic partnership with you to build a private label managed account offering across some of Australia's leading wrap platforms. This approach can lead to great outcomes for your clients and also deliver significant scale and efficiencies for your business.
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With seven years of ASX100 specialisation, Elston is proud to offer The Australian Large Companies Fund, a fund with focus. We focus on the detail that can deliver opportunities. We focus on a balance of value and growth in the portfolio. And we focus only on the big end of town, never drifting down into the ASX200 or ASX300. We are true to label.
The Elston Asset Management investment team consists of nine investment professionals and is led by the four portfolio managers: Andrew McKie, Bruce Williams, Justin Woerner and Leon de Wet.
Elston recently won the Australian Equities category at the national IMAP Awards against some respected competition. This kind of recognition is no small part due to Elston's robust investment process, and the skill and discipline of the Elston investment team. Our team of 9 has a an average of 20 years industry experience and over 7 years working together as an investment team.
Meet the team
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Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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