Kristen Lennis-Harvey

North has appointed Kristen Lennis‑Harvey as Head of Business Development and National Sales Manager, reporting to Kristine Goodwin, Director, Platforms Growth and Wealth Distribution.

The appointment reflects North’s focus on backing advisers to grow stronger businesses – and support more clients to achieve better retirement outcomes.

It follows the addition of eight New Business Managers to North’s national sales team this year, as North continues to strengthen its distribution capabilities, expanding its footprint, and reinforcing its commitment to supporting the advice profession.

Kristine Goodwin, Director, Platforms Growth and Wealth Distribution at AMP, said the role is central to how North supports advisers as it continues to invest in the platform.

“Everything we do at North is focused on helping advisers grow their businesses and deliver great outcomes for more clients.”

“That means working closely with advisers, understanding what they need day to day, and ensuring our investment in the platform supports the way advice businesses are evolving.”

“Kristen has built her career on creating high performing teams and strong partnerships that drive growth.  That experience will be incredibly valuable as we continue to strengthen the way we support advisers.”

Edwina Maloney, Group Executive, Platforms at AMP, said advisers and their clients are at the centre of North’s growth strategy.

“Kristen’s appointment reflects our commitment to continuing to invest in North and in the people who work closely with advisers to help their businesses thrive.”

Kristen Lennis-Harvey background

Kristen has most recently held senior national roles at healthtech company United Health Group (UHG) and insurer AIA Australia, where she was responsible for overseeing key client relationships, negotiating large commercial contracts, driving sales growth and ensuring strategic alignment.

As General Manager – Customer at UHG, Kristen was responsible for driving growth through UHG’s strategic partnerships in the insurance, legal, workers compensation and CTP sectors.

Kristen has also served in National Account Manager roles at both Zurich Australia and Commonwealth Bank’s CommInsure.

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Ben Hillier

North has launched a new Retirement Philosophy, designed to help advice practices deepen their thinking on retirement advice and develop a clear, consistent approach tailored to their own clients.

Developed by the Retirement Confidence Hub, the Retirement Philosophy has six principles (SMILE+R) for managing client risks as they transition into retirement and reinforces the importance of addressing these challenges through a broader set of strategies, not investment selection alone.

It is a practical framework and discussion aid that supports advice practices to articulate how they think about retirement, the risks retirees face, and the trade‑offs clients must navigate as they approach and move through retirement.

AMP Retirement Confidence Hub Chair and Director of Retirement at AMP, Ben Hillier, said: “Retirement today is no longer a single decision or a short phase of life. Australians are retiring earlier, living longer, and facing more uncertainty than ever before.”

“Our Retirement Philosophy has been developed to help advice practices step back and articulate how they think about retirement advice – not just the products used, but the risks managed, the client needs prioritised and the outcomes they’re trying to deliver.”

“When clients understand how their retirement has been structured and why certain decisions have been made, it builds trust and confidence.”

“For advisers, having a documented retirement philosophy creates clarity across the advice team, supports consistent client experiences, and strengthens their value proposition in a highly competitive market.”

Delivering confidence and client-centred outcomes

According to AMP research, most older Australians find it challenging to navigate our retirement system with 3 in 4 Australians aged 50+ saying they find the system too complex^[1] and 2 in 5 holding back spending for fear of running out^[2]. In addition, over half (52%) of Australians aged 50+ are stressed or worried about having enough super for retirement.
A clearly articulated retirement philosophy can help advisers better serve this cohort of Australians heading into retirement by materially improving client confidence and the consistency of advice delivery.

Rather than prescribing a single approach, the Retirement Philosophy is intended to be adapted by practices to align with their own beliefs, values and client base, while helping advisers deliver more confident, client‑centred retirement outcomes.

The Philosophy also introduces a needs‑based framework for retirement, known as the Five Ls – Liquidity, Living, Lifestyle, Later and Legacy – to help advisers and clients have clearer conversations about what money is for at different stages of retirement, and the trade‑offs between spending now and planning for later life.

Evolving traditional approaches to retirement planning

According to Treasury’s Retirement Income Review, many Australians are not using the superannuation system as it is intended and could be drawing down more from their superannuation balances but fail to do so – with the majority passing away with the bulk of their wealth still intact.

The framework looks to solve this problem by encouraging advisers to move beyond planning to life expectancy alone, and instead consider planning to an ‘80 per cent confidence age’.

This recognises that many Australians will live well beyond average life expectancy and need greater certainty that essential living costs can be met for life.

Delivered through AMP’s Retirement Confidence Hub, the Retirement Philosophy forms part of a broader suite of thought leadership and structured resources designed to support advice practices as they help clients transition from accumulation to retirement and beyond.

AMP Group Executive, Platforms, Edwina Maloney said the framework responds to the growing complexity of retirement and the need for more structured advice conversations. It follows on from the launch of AMP’s Retirement Confidence Hub in September last year.

“At North, our retirement philosophy is built around one simple idea: confidence. Confidence that your essentials are covered for life. Confidence that you can ride out markets and inflation. And confidence to actually enjoy your retirement without a fear of running out or looking back with regret.

“That’s why our approach focuses on the real risks retirees face, not just financial ones, and designs strategies around how people actually live.

“Our aim with the Retirement Philosophy, alongside the Retirement Confidence Hub, is to give advisers practical frameworks and insights they can genuinely use.”

“This isn’t about telling practices what their philosophy should be, it’s about giving them the tools to develop one that reflects their clients, their business and their belief in what good retirement advice looks like.”

The Retirement Philosophy framework is available now to advice practices via the AMP Retirement Confidence Hub.

———

Notes:
[1] Source: Australians financially illiterate when it comes to retirement – AMP
[2] Source: AMP’s Retirement Confidence Pulse

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David Hutchison

AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios.

Launched yesterday, the report looks at the outlook for managed portfolios in Australia and the structural trends and investment themes that underpin them today.

Index managed portfolios were the most popular among advisers on North over the last 12 months, along with partnered managed portfolios which saw over $2 billion in net inflows over the last 12 months.

That contributed to total partnered managed portfolio AUM growing from $12.7 billion to $16.6 billion over the course of 2025, an increase of $3.9 billion, with private markets seen as next ‘growth opportunity’ for sector innovation.

A total of 119 portfolios were added to the platform across 2025, with 25 new series launched, bringing the total to 597 portfolios on North.

Key findings:

• Record growth: North managed portfolios AUM grew for a fifth consecutive year, rising by 31.8% from $19.1 billion to $25.2 billion, as at 30 December 2025.
• Index managed portfolios ‘most popular’ among advisers on North with private markets seen as next ‘growth opportunity’ for sector innovation.
• North’s Buy menu grew by an additional $1 billion to $7 billion, up from $6 billion in 2024 thanks to strong positive flows.
• $25.2 billion in Total AUM: growing from $19 billion as total AUM for North managed portfolios jumped for another consecutive year.
• Over 4200 advisers now on North: With a total addressable market of 12,470, one in three advisers are using North with managed portfolios representing a significant growth opportunity.^[1]

David Hutchison, General Manager of Managed Portfolios and Investments, AMP said: “2025 was another exciting year for managed portfolios on North, with strong growth and excellent new product offerings alongside several new investment managers joining us.
“Over the last 12 months, almost 120 new portfolios were delivered, catering for a breadth of our client and adviser needs. That includes our private markets capability, set up last year, which is really exciting and we look forward to launching a number of PMO portfolios in the first half of 2026.

“We’re pleased to be working with some of the industry’s best investment managers to provide advisers and their clients with true diversification across multiple asset classes and investment options, ensuring their needs are met at every life stage.

“We saw a total of 10 new investment managers welcomed to the platform and 25 new series launched, giving advisers and their clients access to cutting-edge and world-class strategies on North that they can now add to their portfolio mix.”

Edwina Maloney, Group Executive, Platforms, AMP said: “We recognise the twin challenges facing many advice practice owners today: business growth through profitability and maintaining exceptional client outcomes. That’s why managed accounts are so compelling – they allow more advice practices to achieve both while scaling their business responsibly and meeting the changing needs of clients today.
“While the increasing sophistication in the construction and management of managed portfolios has lots of exciting potential, providing access to these innovative developments cannot happen at the expense of good governance.

“Every investment option on North earns its place – and maintains it – through a disciplined governance process. It’s how we protect investors and give advisers confidence. It’s also not a ‘set and forget’ progress – we have and we will continue to test and improve this process to ensure it remains industry best practice.”

Making private markets accessible to retail investors

North is also pleased to announce it has expanded its investment menu with the launch of the Cornerstone Private Markets Managed Portfolio in partnership with Invest Blue Group.

Available to advisers on North, the separately managed accounts suite sits alongside clients’ existing investments and operates as a ‘satellite’ allocation to reduce clients liquidity risk, bringing more choice and flexibility. It offers a simple, advised pathway into private equity, private credit and real assets, providing everyday advised clients exposure to assets traditionally regarded as ‘out of reach’ for most Australians.

The new SMAs reflect a significant cross‑functional effort across technology, business, and operations to uplift North’s capability to support both illiquid and semi‑liquid assets on platform.

Neil Rogan, managing director – Head of Distribution, Australia and New Zealand, Russell Investments said: “The convergence of public and private markets is reshaping portfolio construction. Many of today’s capital-intensive growth opportunities are funded privately long before they ever reach listed markets, yet until recently there were limited practical ways for retail clients to access that part of the opportunity set.

“The recent launch of private markets within a managed portfolio structure on platforms like North reflects how the industry is evolving to close that gap. Managed portfolios provide a governed, diversified way to incorporate private market exposure, which is what makes this innovation meaningful for advisers and their clients.”

Michael Bova, Family Wealth Advisory managing director said: “The ability to harness private markets within a disciplined managed discretionary account is a powerful step forward for the industry and also enhances governance. We’ve increasingly integrated private markets into our wholesale portfolios because they provide access to sources of return that simply aren’t available in listed markets.
“Private equity, private credit, and real assets offer operational alpha and an illiquidity premium that can materially improve long-term real return outcomes for clients who have the time horizon and liquidity profile to accommodate them.”

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Edwina Maloney

AMP has launched the ‘North Interactive Wealth Portal’, marking a significant evolution of the North platform from a product administration engine to a comprehensive, advice enablement experience.

Built on North’s market‑leading digital capabilities, the North Interactive Wealth Portal brings together advice implementation and advice enablement in one integrated experience – fast-tracking practice growth and enabling better retirement outcomes for clients.

Designed to be offered as a standalone solution, the portal offers seamless integration of North’s superannuation and investment products with a powerful retirement projection modelling tool for advisers to deepen relationships and simplify complex concepts, making advice easier to understand.

Empowering advisers from onboarding to execution

With a focus on driving efficiency, the North Interactive Wealth Portal introduces powerful new capabilities, including dynamic projection tools and whole-of-wealth dashboards^[1].

Future enhancements will continue to be added over the next 12 months to take advantage of ongoing technology improvements, including North’s AI capabilities.

Currently, North processes around 500,000 online requests each year, with around 70 per cent completed instantly through straight‑through processing.

For more complex requests, advisers and support staff can now track every step digitally through the portal’s enhanced Activity Management feature, which has reduced calls by 16 per cent and improved processing times by 30 per cent since launch.

The portal builds on North’s existing strengths across retirement strategy execution, integrated advice tools and client engagement, and introduces a more connected and intuitive way for advisers and support staff to manage the end‑to‑end advice lifecycle.

• Whole of Wealth Dashboards showing a holistic picture of clients’ assets and providing unified tracking of all platform activities. Allows setting and tracking of client goals, as well as the ability to manually capture valuations and income for off-platform assets.
• Retirement Projection Modelling Tool designed to simply illustrate a client’s future wealth – both income and capital – while demonstrating the benefits of market-linked income streams in minutes2
• Seamless Advice-to-Implementation: More accurate strategy implementation as well as integration with existing North functionality.
• White-labelling options for advice practices helping advisers to tailor their advice, deepen relationships and focus on enhanced client engagement
• Seamless AI integration: Brings in the market-leading capabilities of AI FileNote – which has helped advisers save up to 30 minutes of preparation time per client review

• Client fact find and document sharing for central workflow management: Advisers will be able to share documents with clients via the portal, and clients can digitally review and provide consent, with a full audit trail.
• More sophisticated AI-enabled features to further streamline advice processes and implementation, set to drop in the coming months

According to SuitabilityHub, these capabilities will help advisers spend less time on administration and support more meaningful client conversations – whether reviewing past outcomes or planning for the future^[2].
In addition, North was recently recognised by NMG as the leading platform for adviser proposition and price competitiveness, relative to peers^[3]

Unlike other platforms, the North Interactive Wealth Portal is available free to North users and will not be limited to clients with a North account, strengthening North’s ability to serve and target the IFA market. It will feature at North’s upcoming national roadshow commencing on March 24.

Edwina Maloney, Group Executive, Platforms, AMP said: “We’re excited to be not just talking about platform enhancements, but actually delivering them for advisers and their clients.

“Our new Interactive Wealth Portal is a game-changer for advice practices today, reflecting our continued focus on adviser efficiency and differentiation.

“North plays a very important role in enabling advisers to have more capacity to see more clients through the latest technology, delivering exceptional value and helping bring to life better solutions that cater to their needs.

“This launch is about helping advice practices grow with confidence. By combining robust straight‑through processing, transparent digital service and market‑leading engagement tools, the North Interactive Wealth Portal enables advisers to showcase the value of advice while reducing cost and complexity.”

Peter Batsakis, General Manager, Adviser Experience and Digital, AMP said: “This is the beginning of the journey to transform North’s platform into an end-to-end advice enablement tool, reducing the friction between advice preparation and implementation while enhancing client engagement every step of the way.

“North has always been a market-leader in AI and digital innovation and the North Interactive Wealth Portal brings together the best of advice implementation and advice enablement in one experience. By giving advisers and support staff full visibility, automation and digital control, we’re helping practices operate more efficiently while delivering better outcomes for clients.”

———-

Notes:
[1] Includes retirement forecasts, recontributions and integration with AMP’s Lifetime Super Boost
[2] Source: SuitabilityHub 2026 Platform Market Wrap
[3] Source: February 2026. NMG Australian Wealth Adviser Study 2025

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Edwina Maloney

AMP is pleased to announce the next evolution of North with the upcoming launch of North Interactive Wealth Portal, marking the platform’s strategic shift from a product administrator to an end-to-end digital advice experience.

With a vision to unify the entire advice journey – from initial client meeting, through to advice presentation, product implementation and ongoing reviews – the North Interactive Wealth Portal will provide an integrated seamless experience for practices seeking to grow clients per adviser.

Launching in 2026, the portal will provide advisers with a 360-degree view of all their clients’ entire wealth, financial goals and wealth projection, helping uplift their client engagement experience.

By transforming a currently fragmented process into a seamless experience, North strives to provide advice practices with increased operational efficiency, enabling them to focus on client and practice growth.

The North Interactive Wealth Portal will be integrated into the North Platform as a standalone module available to all users, support seamless product implementation and create significant efficiencies.

What’s launching:

• Whole of Wealth Dashboard
• Projection Modelling Tool
• Client Review Tool (Enhanced)
• AI-enabled Product Implementation
• Client-portal

North was the first platform in Australia to launch an innovative retirement income stream, MyNorth Lifetime, in 2022. The North Interactive Wealth Portal is the latest example of North’s ongoing leadership in product and platform innovation.

Peter Batsakis, General Manager Adviser Experience and Digital, AMP said: “North Interactive will help advisers shift client reviews from a discussion of the client’s past investment performance to a digitally enabled, holistic planning conversation focused on a client’s future financial outcomes to help showcase the value of advice; a first for a major wrap platform in Australia.”

Edwina Maloney, Group Executive, Platforms, AMP said: “AMP is committed to helping practices across the country realise their growth ambitions by marrying real innovation with robust compliance and security.

“We’re excited to be launching our North Interactive Wealth Portal next year which will feature secure, practice-branded client access, digital consent, and document sharing with full audit trails.”

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David Hutchison

Key points

• Newly-launched biannual report by North explores why 2025 is a tipping point for managed account adoption
• 24.6% annual increase in AUM for managed accounts in Australia, rising to $256.24 billion in AUM according to the latest figures.^[1]
• Two in three advisers now use managed portfolios^[2], yet only about one-third of advised assets are in managed portfolios^[3], highlighting significant opportunity for growth

AMP’s inaugural North Managed Portfolios Insights Report finds 2025 is the tipping point: managed portfolios have moved from an efficiency play to the default operating system for advice – driven by advisers seeking stronger governance, less implementation risk and more client time.

The numbers tell a compelling story. According to the latest IMAP and Milliman Census, total Australian managed portfolio assets under management (AUM) reached $256.24 billion as of 30 June 2025 – representing close to 25% growth year-on-year.

At the same time North has just achieved its fastest half year of growth, with managed portfolio AUM surging by more than $2.7 billion during the period to reach $21.8 billion as of 30 June 2025 thanks to flows and market movement – a 37% increase over the past year.

The biannual report draws on expert insights from independent advisers, asset consultants and some of the foremost thinkers in investment management.

By examining the investment trends and themes shaping managed portfolios today, North’s Managed Portfolios Insights Report provides advice practices across Australia—and those exploring managed accounts for the first time—with a clear view of the structural transformation underway in wealth management.

Key Findings

• Record Growth: Managed portfolio assets under management in Australia reached $256.24 billion at June 2025, a 24.6% year-on-year increase.
• Boutiques break through: While the top managers still command the bulk of industry assets, the report shows rapid growth from challengers, with challenger managers fast gaining traction as advisers diversify their manager line-ups to access global capability, alternatives and ESG-focused strategies at scale.
• Adviser Adoption: Managed portfolios have shifted from niche solutions to the centre of advice delivery, offering advisers better governance, streamlined compliance, and more time for client conversations. Two thirds of advisers now use managed accounts^[2], yet only about one-third of advised assets^[3] are in managed portfolios, highlighting significant room for growth.
• Innovation and Customisation: The next wave of growth will be driven by customisation, technology integration and the inclusion of alternative assets, as well as private markets and sustainable investments.
  As an example, North’s “Blend” style solutions are gaining popularity, merging off-the-shelf efficiency with adviser control.
  Launched in June, North innovative ‘Blend’ offer enables advisers who are seeking the efficiencies of managed portfolios (but may not have the scale just yet) to partially customise according to their clients’ needs at a holistic ‘Portfolio Series’ level supports advice practices who want to tailor model portfolios realise the practice efficiency and client improvements from managing a model portfolio solution.
• Global Perspective: Australia’s transformation reflects global trends, with managed portfolios becoming the default architecture of advice in the US and UK. Regulatory changes are accelerating adoption and innovation worldwide.

Notes:
[1] Source: IMAP FUM Census report for 2025. Data as at 30 June 2025
[2] Source: 16th SPDR ETFs / Investment Trends Managed Accounts Report
[3] Source: NMG Consulting

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North’s new menu was launched in response to adviser feedback and is designed for clients who have simpler investment needs. Advisers will be able to blend across investment menus as advice needs change, a unique point of differentiation for North and clients on the menu will also have access to family fee aggregation.

Designed to help improve access to quality advice, Grow aims to help more Australians receive the guidance they need while enabling advice practices to expand their reach and service more clients.

Addressing key pain points for advice practices

While the proportion of Australians seeking professional advice has remained stable over the past four years, a widening affordability gap and rising delivery costs continue to stand in the way of most Australians receiving financial advice[1].

The financial advice landscape is rapidly changing, with advisers facing increasing pressure to provide high-quality advice to a growing number of clients with unmet advice needs while also navigating increasing barriers to access, according to Adviser Ratings.

Grow is designed to alleviate these challenges by offering a streamlined and cost-effective solution that caters to clients with simpler investment needs, as well as ensuring advisers can leverage the unique benefits of North by blending across menus and not being restricted to a single menu.

Grow allows advisers to focus on delivering personalised advice without the burden of account fees or complex administrative costs.
Meanwhile, clients on the new investment menu can also access our award-winning MyNorth Lifetime solution, unique to North, which delivers retirement income for life at no additional cost. This means advisers can add significant value to lower balance clients in the accumulation phase and engage them earlier on in their advice journey as their needs evolve and become more complex.

Supporting adviser growth and efficiency

With North Grow, advisers can benefit from a range of features designed to enhance their practice’s efficiency and effectiveness:
Simplified Pricing: No account fees, no tiered administration fees, and simple investment fees, making it a cost-effective solution for clients.

Flexibility: Grow easily caters to clients as their investment needs change, offering family fee aggregation for multi-generational households on North

Mix and match: Clients can seamlessly mix their investments across North’s Grow, Select, and Choice menus, with platform pricing blended accordingly.

Focused Managed Portfolios: Curated portfolios that cater to a range of risk profiles, freeing up advisers’ time to better serve their clients and grow their practice.

David Hutchison, General Manager of Managed Portfolios and Investments, AMP said: “Advice practices large and small face a real challenge in efficiently meeting the needs of everyday Australians in a cost-effective way, some of whom are earlier on in their accumulation journey or who have not sought advice previously.

“By offering a simplified pricing structure and unique managed portfolios, North Grow makes it easier for advisers to provide quality advice to clients who may have been previously under-served. This initiative is an exciting step towards ensuring that more Australians have access to the financial guidance they need to achieve their investment goals – all without the traditional account fees.”

“We recognise that amid the rising cost of living, many Australians aren’t getting advice for the things that matter, despite the lasting impact and benefits of an ongoing advice relationship.

Gai Ferrington, General Manager of Product and Pricing, AMP said: “North is committed to supporting advisers in their mission to provide quality advice to all Australians at every stage of their investment journey.

“The launch of North Grow is testament to this commitment, offering a valuable new investment menu that helps advisers meet the diverse needs of their clients while maintaining the highest standards of service.”

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Amanda Conner

North, the leading platform for super and retirement in Australia, is pleased to announce the appointment of Amanda Trenfield as Senior Manager, Asset Consultant Partnerships.

Amanda is a highly experienced funds management professional and brings over 20 years of experience in establishing and leading international and domestic asset management companies in Australia.

Amanda served as Vice President and National Sales Manager at State Street Global Advisors for five years, representing award-winning Australian and global equity strategies.

This followed her tenure as Vice President and National Sales Manager at Barclays PLC from 2008 to 2013, where she launched Barclays Capital’s asset management business in Australia, helping establish its reputation for alternative and sophisticated products.

Amanda will report into Rory Scott, Head of Strategic Growth at North.

Amanda Trenfield, Senior Manager, Asset Consultant Partnerships, said: “I’m excited to join AMP and contribute to the continued success of the North platform.

“This role is a great opportunity to work with asset consultants and alongside talented colleagues to deliver solutions that create real value for advice businesses and their clients.”

Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re pleased to welcome Amanda to North at a time of strong momentum for the business as North continues to deepen its focus on growth and expanding its network of world-class partnerships.

“Amanda brings a deep and broad experience across the entire wealth management spectrum in addition to an excellent track record of driving growth and increasing revenue.

“Her extensive knowledge of the Australian funds management industry across product, platforms, research houses, dealer groups and key influencers will be instrumental in helping North lead the way through its unique Buy, Badge, Build and Blend market offering.

“Amanda will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients.”

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North is the leading platform for super and retirement in Australia, helping advisers and their clients prepare for and live well in retirement.

Harry brings over 20 years of experience across advice, insurance, and platform distribution — and a deep understanding of what matters most to advice practices.
Having led national and state-based sales teams at organisations including iptiQ/Swiss Re, MLC, NEOS and AMP,

Harry has consistently helped advisers grow their businesses through a clear focus on strategy, service, and sustainable outcomes.

With a strong belief in data-led decision making and long-term partnerships, Harry is passionate about helping advisers navigate change and unlock growth. He understands the challenges advice businesses face and is committed to ensuring North continues to evolve to support advisers and clients.

Harry Georges, Head of National Sales, North, said: “North is one of the most trusted platforms in the market, and I’m excited to be returning to AMP at such a pivotal time.

“Advisers are at the heart of what we do, and I’m looking forward to working closely with our distribution partners to help them grow, deliver great client outcomes, and realise the full potential of the North platform.”

Edwina Maloney, Group Executive, Platforms at AMP, said: “We’re delighted to welcome Harry to North at such an exciting time for the business, reflecting our ongoing commitment to innovation and delivering exceptional value to advisers across the country as we continue to drive this next phase of growth.

“Harry’s leadership, deep industry knowledge and proven ability to build strong relationships will be invaluable as we build our bench strength and continue to expand our support for advisers and helping more Australians invest in their future with confidence.

“With his impressive experience in sales leadership and distribution, Harry has been instrumental in driving revenue growth and sales across both intermediary and retail channels and we welcome his expertise and passion for client outcomes and business growth.

“Harry’s appointment reinforces North’s commitment to supporting the advice profession — with leading service, innovation that matters, and the backing of a team that’s here to help advisers’ businesses thrive.”

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Edwina Maloney

AMP is pleased to announce the expansion of North’s managed account menu with three exciting new additions for the June quarter.

The additions of BondAdviser, MST Income and Elston Income managed portfolio series to North provides advisers with greater flexibility and choice when it comes to creating tailored managed portfolio solutions – particularly for clients seeking income protection, certainty and fixed income in retirement.

The portfolios aim to provide retirees with more options to generate steady income and preserve their capital, while also limiting downside risk in the face of volatile markets.

The announcement follows the launch of practice level customisation last month thanks to North’s partnership with BlackRock and Lonsec Investment Solutions, with North continuing to evolve its managed portfolio offering and the breadth of its investment menu to meet the changing needs of advice practices large and small.
Along with its market-leading MyNorth Lifetime solution, managed accounts have been central to North attracting many new advisers, with funds under management growing from $2 billion to almost $20 billion in just four years^[1].

Announced yesterday, the new Buy menu additions brings the number of managed portfolios on North to over 165 across 27 managers, supported by almost 400 Build portfolios across almost every consultant in the market.

Retirement made easy for income-seeking investors

Founded in 2017, MST Income is a dedicated division within MST Financial, specialising in tailored income solutions for wealth managers and institutional investors. Offering exposure to hybrid securities, the MST Fixed Income Portfolio targets clients who are in the retirement phase. It provides exposure to a defensive asset class while still delivering high income and will help clients manage the phased transition from hybrids.

With its income-focused design, the Elston Income Series is specifically developed for retirees and income-seeking investors. This portfolio generates higher income paid out more frequently than traditional portfolios, providing better cash flow matching to meet regular income needs. It combines income generation with the preservation of future income capacity, maintaining the ability to balance higher income with long-term capital growth.

Employee-owned fixed income and credit provider BondAdviser has over 10 years of experience in managing fixed-income portfolios, building their strategies on rich data points, algorithms, and qualitative analysis. The BondAdviser Fixed-Income Portfolio is a unique addition to the platform, offering a new value proposition by bringing fixed-income exposure to clients.

This portfolio is focused on fixed-income assets and is uniquely placed to capitalise on the growing demand for alternatives among both advisers and their clients on-platform.

Edwina Maloney, AMP Group Executive, Platforms said: “Our mission is to be the home for retirement income solutions in Australia and that means ensuring advisers are well supported with efficient, market-leading tech and solutions to help their clients prepare for and thrive in retirement.

“We’re delivering that in several ways: one is through innovation and the fantastic retirement solutions we have on offer – such as MyNorth Lifetime Super.

“We’re also continuing to expand our investment menu to meet the changing needs of practices today, working with the industry’s leading investment managers to provide advisers and their clients with access to high quality products both in and near retirement.

“The beauty about our platform and solution is North’s open architecture. By giving advisers access to a broad and diverse range of investment options, we’re empowering them to tailor strategies that truly suit their clients’ individual needs and goals.

“This flexibility not only supports better client outcomes, but also gives advisers the freedom and confidence to adapt as markets and client circumstances change. North’s open architecture is all about putting choice, transparency and control in the hands of advisers, so they can deliver the best possible advice every time.”

David Hutchison, AMP’s General Manager of Managed Portfolios and Investments said: “We’re passionate about empowering and enabling advisers with access to choice and flexibility through North, thanks to our long-standing partnerships with world class investment managers.

“That’s why we’re excited to be teaming up again with MST Financial for their Fixed Income series, providing our advisers with optionality and confidence when it comes to retirement income solutions for their clients. The addition of the MST Income, Elston Income and BondAdviser series highlights our commitment to growing the breadth of our offer.

“We have the fastest growing offer in the market and we’ll continue to focus on expanding the breadth of our menu, helping ensure North is the easiest platform for advisers to do business with.”

———

Notes:
[1] Total FUM for North Managed Portfolios $19.7 billion as at 31 March 2025. Source: AMP Q1 25 cashflows and business update

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