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Multi-Asset SMAs

Elston is one of Australia’s largest providers of managed account solutions with a proven track record in both SMA and IMAs. Our investment solutions include a direct Australian Equities SMA through to full risk based multi-asset class SMAs.

From analysis through to implementation, Elston’s investment process is designed to be consistent and repeatable.

Bruce Williams Elston Co-Founder & Portfolio Manager

Managed Account Specialists

The Elston SMA is a highly evolved offering that has been fine tuned over a number of years. Not only do clients enjoy the benefits that come with increased direct asset ownership, Elston provides active investment management at a price that’s often associated with a more passive approach.

Keeping clients in the loop

Keeping clients in the loop

Because managed accounts provide true transparency, clients can see what’s happening in portfolios. But they also need to know why changes are made. That’s why our timely updates via email and SMS are often supplemented by videos and webinars.

Our Flagship SMA Portfolios

Our trusted portfolio providers

BT Panorama
CFS First Wrap

Want to know more?

If you would like more information, please contact our Distribution Team.

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