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Weekly Reports - Supplier Meetings W/C 13th Feb 2023

This list is an overview of meeting with suppliers in the previous week. Use the link at the end to book in a zoom if you'd like to discuss any covered.

Netwealth – an Australian adviser focussed investment platform. We talked on the launch of their new non-custodial platforms that incorporates a Limited Power Of Attorney structure.

Why is this interesting – managing capital calls as the LPOA can make payments on behalf of clients, non-custodial as they can now incorporate external assets in their reporting.

Sentinel Group – out of Perth, they are a stockbroking firm with a tech platform for accountants and family offices that are seeking implementation of multi asset portfolios using ETFs.

Why is this interesting – family offices seeking a non-wealth management platform just to execute on ETFs with skill. Tax reporting on the co-mingled trusts is innovative and the technology is very good for the costs.

LGT Crestone – now a global wealth manager once again with the takeover by LGT Private Bank. I had the chance to hear about their current offering

Why this is interesting – for those seeking advice from mid-tier firms with an adviser model.

Argus Advisory – a boutique wealth manager out of Melbourne.

Why is this interesting – the boutique advice space is growing in importance for family offices seeking a provider that is non-aligned and can bring some specific skills (usually ex Family Office themselves).

JANA Advisors – a institutional asset consultant with clients in pension funds, endowment, charities, wealth management and family offices.

Why this is interesting – they are managing endowment portfolios which are closely followed by some family offices.

Mutual Trust – Australian wealth manager with a long history in family offices.

Why this is interesting – I met with their Perth operative, always nice to have someone in town.

Addepar – US based portfolio tracking and analytics platform.

Why this is interesting – It was a demo which I’ve had plenty of for this firm, however this was the first in a while that was done by them directly and not via a Hall Road partner. Their development pipeline is interesting, so it was also good to get an update on where they were heading.

To discuss any of the above, feel free to book in 30 minute zoom via this link -



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