Robert Talevski

Activam Group, one of Australia’s fastest-growing boutique managed account providers, continues to strengthen its presence in the multi-asset SMA space with the launch of its MultiAsset Series SMA Portfolios on the Netwealth platform.

The launch responds to increasing demand from financial advisers for access to these diversified managed portfolios, already available on BT, Macquarie, and North platforms. The new suite on Netwealth includes four models: the Activam Conservative, Balanced, IndexFocused Balanced, and High Growth portfolios, providing advisers with greater choice to meet a range of client goals and risk profiles.

Each portfolio is built on Activam’s dynamic, asset allocation-led approach, blending a broad mix of asset classes to optimise investment outcomes while managing risk. This expansion reflects Activam’s ongoing commitment to meeting the evolving needs of advisers and their clients.

Managing Director and Founder, Robert Talevski said the availability of the portfolios on Netwealth represents another important step in the firm’s continued growth. “Managed accounts are at the core of what we offer, and we focus on delivering solid performance through our multi-asset SMA portfolios,” he said. “We continually evolve to meet the needs of advisers and their clients.”

Kristina Benkotic, Head of Strategic Growth & Partnerships, added that the addition directly addresses market demand. “Our focus remains on supporting financial advisers with investment options that prioritise client outcomes,” she said. “The launch on Netwealth directly responds to growing adviser demand, and we’re looking forward to working with the Netwealth team to support advisers with the products, assistance, and collaterals they need to deliver quality advice.”

The post Activam expands to Netwealth with Multi-Asset SMA Range appeared first on AdviserVoice.

Robert Talevski

Activam Group continues to deliver strong performance across its Multi-Asset Series SMA Portfolios, with impressive results for the past calendar year – to 31 December 2024. The Balanced Portfolio achieved 13.7%, outperforming its multi-asset peer group benchmark.

Robert Talevski, Managing Director and Head of Investments at Activam Group, commented, “We’re pleased with the continued strong performance of our portfolios. This reinforces the consistency of our investment approach, and we remain focused on helping advice businesses deliver positive outcomes for their clients.”

Activam’s multi-asset portfolios are designed to meet a wide range of client needs, investment profiles, and time horizons. Talevski noted, “The significant variation in asset class performance over the past 12 months highlighted the importance of a disciplined asset allocation strategy, which continues to play a key role in our success.”

At Activam, asset allocation remains a central element of their investment approach, with a focus on active management and capturing emerging market opportunities. The firm’s portfolios are available on the BT, North, and Macquarie platforms.

About the Portfolios: Activam offers a range of investment options, from Conservative to High Growth, designed to meet different risk profiles, investment timeframes, and asset allocations. The firm’s approach to asset allocation and manager selection aims to deliver sustainable, long-term returns for its clients.

Portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio.

The post Activam Group reports strong year-end performance across SMA portfolios appeared first on AdviserVoice.

The Impact Awards were established to recognise professionals and firms that exemplify high standards, dedication to client outcomes, and significant contributions to the future of financial services.

2024 Impact Awards Winners

Wealth Management:

• Investment Adviser of the Year: Jarrad Page (Right Advice Wealth Management)
• Rising Star of the Year: Ryan James (Sonder Advisory Group)
• Holistic Advice Firm of the Year: The Hopkins Group
• Boutique Advice Firm of the Year: Right Advice Wealth Management

Funds Management:

• BDM of the Year: Brent McArdle (BT)
• Australian Equity Fund Manager of the Year: Yarra Capital Management
• Global Equity Fund Manager of the Year: T.Rowe Price
• Fixed Income Fund Manager of the Year: PIMCO
• Alternatives Fund Manager of the Year: Global X

Partner Services:

• Financial Services Publication of the Year: Financial Standard
• Managed Account (SMA/MDA) Offering of the Year: BT Managed Accounts
• Dealer Group of the Year: Lifespan Financial Planning

Robert Talevski, Founder & Managing Director of Activam, commented, “We are fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It is truly rewarding to recognise these individuals and organisations for their significant roles in shaping the future of the financial services ecosystem.”

Jarrad Page, Financial Planner & Managing Director of Right Advice Wealth Management – “Winning Investment Adviser of the year along with the Boutique Advice Practice of the year award is a huge honour. It’s a testament to the entire team we have at Right Advice who work tirelessly to ensure the best outcomes for all our clients. It is amazing to be recognised for these efforts and we thank the entire team at Activam for the recognition.”

Michael Williams, Managing Director of The Hopkins Group “Receiving the Holistic Advice Practice of the Year Award from Activam Group is a tremendous honour for The Hopkins Group team. This recognition validates our unwavering commitment to providing comprehensive, personalised financial advice to our clients. We’re proud to be recognised by our peers and the industry for our holistic approach.

Our team is passionate about helping clients achieve their financial goals, and this award is a testament to our hard work and dedication. We’d like to extend our sincere thanks to Activam Group for this prestigious accolade. It’s a fantastic achievement for our firm and a motivating force as we continue to deliver exceptional financial advice.”

Ryan James, Director & Principal Financial Adviser of Sonder Advisory Group – “Receiving the ‘Rising Star of the Year’ award is a tremendous honour and a testament to the hard work and dedication my team and I have invested in providing exceptional financial advice. This recognition not only validates our commitment to our clients but also motivates us to continue pushing boundaries and innovating in our field. On a personal level, it’s a source of pride and joy for my family, who have supported me through every step of this journey.

“To aspiring and up-and-coming advisers, I would emphasise the importance of seeking mentorship and valuing the journey. Find mentors who can offer guidance and share their experiences, as their insights can be invaluable in navigating your career path. Equally important is to enjoy the process of growth and learning—embrace each challenge as a chance to develop and savour the progress you make along the way.”

Kristina Benkotic, Head of Strategic Growth & Partnerships at Activam, added, “We believe it’s important to share inspiring stories and highlight the individuals and organisations making a difference. The Impact Awards aren’t just about having the biggest presence; they focus on recognising those who make a meaningful impact.”

The post Activam announces winners of the 2024 Impact Awards appeared first on AdviserVoice.

The Impact Awards were established to recognise professionals and firms that demonstrate high standards and dedication to their client outcomes. These individuals and organisations play a key role in shaping the future of financial services through their integrity, leadership and vision.

Robert Talevski, Founder and Managing Director of Activam “We are so fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It will be brilliant to recognise these individuals and organisations and the role they play in shaping the future of financial services ecosystem.”

Award categories

Wealth Management

• Investment Adviser of the Year
• Rising Star of the Year
• Industry Thought Leader of the Year
• Holistic Advice Firm of the Year
• Boutique Advice Firm of the Year

Funds Management:

• BDM of the Year
• Australian Equity Fund Manager of the Year
• Global Equity Fund Manager of the Year
• Fixed Income Fund Manager of the Year
• Alternatives Fund Manager of the Year

Partner Services:

• Financial Services Publication of the Year
• Managed Account (SMA/MDA) Offering of the Year
• Dealer Group of the Year

Kristina Benkotic, Head of Strategic Growth & Partnerships, at Activam added “We believe it’s important to share inspiring stories and highlight the individuals and organisations making a difference. The Impact Awards aren’t just about having the biggest presence; they focus on recognising those who make a meaningful impact.

Nomination Process:

• Submit your nominations: Now until August 19, 2024.
• Provide a rationale: In 200 words or less, explain why your nominee deserves to win in their category.
• Vote on the shortlists: Voting will be open from August 20 to August 30, 2024, for those registered with their name, firm, and contact details.
• Winner Announcement: Winners will be revealed on September 4, 2024, at the Act Conference Gala Dinner & Awards Night, held at RACV Torquay.

Read the Nomination Form.

The post Activam opens nominations for 2024 Impact Awards: Recognising excellence and impactful achievements in wealth management appeared first on AdviserVoice.

Robert Talevski

Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year.

Our High Growth portfolio returned 15.1%, while the Balanced Portfolio delivered a notable 13.2%, the Moderate portfolio also achieved double-digit returns at 10.9%, outperforming our investment objectives across the series. These returns are net of management fees but do not include platform or administration fees.

Activam Group’s Managing Director, Robert Talevski, said “We are thrilled with our performance over the past year, maintaining our strong track record,” he stated. Adding, “At the core of our values lies the commitment to support advice businesses in delivering exceptional client outcomes.”

Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles.

Talevski added, “With the substantial divergence in asset class returns over the past 12 months, a well-executed asset allocation strategy was critically important, and this has become more evident than ever before. At Activam asset allocation is at the core of our philosophy, we’re active in managing investments, through capturing opportunities”.

These portfolios are currently available on the BT, North, and Macquarie platforms.

*This media release is for informational purposes only and does not constitute financial advice. Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. The managed portfolio performance represents total returns. Returns have been calculated using the time-weighted method and are after fees. This information is general in nature and does not take into account your personal objectives, financial situation, r needs. Before making a financial decision, you should think about your financial requirements and obtain financial advice.

About the Portfolios

Our investment options span from Conservative to High Growth, offering risk profiles across different styles, investment timeframes, and growth/defensive mixes. This ensures that we cater to the various investment requirements and objectives of clients.

Our proven track record is supported by our strong focus on asset allocation strategy and, manager selection process. With an objective of delivering outperformance and sustainable returns.

The portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio

The post Activam Group delivers strong FY24 returns appeared first on AdviserVoice.

Edwina Maloney

North, one of Australia’s leading wrap investment platforms, has launched a new interactive tool for financial advisers through North Online, supporting client review reports.

North Interactive allows advisers to visualise their client’s account and performance information in a seamless way, enabling deeper client engagement during reviews. With clear visuals and the ability to merge data across multiple accounts, North Interactive will save advisers time and enable powerful client conversations.

The interactive account snapshot provides a high-level client overview including portfolio value, performance, asset allocation and account movements, allowing advisers to drill down into the information they need on-screen and have custom-made readily accessible reports for each client.

The new digital reporting suite also integrates with Microsoft 365, allowing an adviser to add their own branding and personal commentary to present client reports online or export them as a standalone MS Word or PDF document.

Together with North’s newly launched ‘Recontribution Wizard’, advisers on North can now transfer from super or pension to IDPS and back to super in one workflow for eligible accounts. This helps advisers stay on top of recontributions with a new activity type, stay on platform and avoid buy/sell costs, as well as amplify their strategic advice offering for clients.

Providing optionality and choice with six new managed portfolios
North is also pleased to announce it has expanded its investment menu with the launch of six new managed portfolios.

Available to advisers on North, the new managed portfolio suite is managed by Activam Group, an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to wealth advice practices and superannuation funds.

Advisers on North can now provide their clients with a greater breadth of choice in managed portfolios, expertly underpinned by Activam’s active investment management approach.

The six multi-asset portfolios in the range include the Activam Conservative and Income Portfolio, Moderate Portfolio, Index-Focused Balanced Portfolio, Balanced Portfolio, Growth Portfolio and High Growth Portfolio options.

A total of 22 managed portfolios have been added to North in calendar year 2024, all of which are diversified, helping more advisers cater to their clients’ changing needs.

Robert Talevski, Activam Group managing director and founder said: “We are thrilled to be offering access to the Activam Multi-Asset SMA investment portfolios through North. Our investment team takes an active approach to portfolio management, bringing together our extensive experience, knowledge, and best ideas.”

“The demand has been fantastic, as we stay committed to delivering exceptional opportunities and outcomes for advisers and their clients, through quality and performance focus.”

Edwina Maloney, AMP Group Executive, Platforms said: “Adviser feedback is so critical to the way in which we continue to invest in product enhancements and functionality, which is why we have launched North Interactive, a game-changer in helping more advisers digitally engage with their clients at review time.”

“Together with our Recontribution Wizard, North is giving advisers confidence and certainty with same-day transfer functionality, greater portfolio customisability than ever before and seamless client reporting at review time.

“North also continues to invest in optionality and choice by giving advisers the confidence that their platform is the easiest to use in the market with a growing range of tailored investment solutions and best of breed functionality.”

“That’s why we’re thrilled to be welcoming Activam to our platform with six new managed portfolios on North, as we continue to set the pace with the fasting growing offer in the market.”

“Thanks to this partnership, North is offering advisers access to an extensive new range of actively managed portfolios with diversified risk profiles across different styles, investment timeframes and exposures that help drive advice practice efficiency whilst also lowering its cost to serve.”

The post Powering the next generation of client reviews and recontributions on North appeared first on AdviserVoice.

Robert Talevski

Activam Group is excited to announce the launch of the Activam Multi-Asset Series SMA Portfolios on North Platform, reflecting a growing adviser demand for diverse, high-performing managed portfolios with a strong focus on asset allocation. This new suite, now available to advisers on the North platform.

The six managed portfolios, expertly managed by Activam Group, an investment firm specialising in multi-asset portfolio management and investment consulting services, bring enhanced optionality to advisers. The portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio

Each portfolio reflects Activam Group’s strategic asset allocation approach, combining a diverse mix of assets to optimise performance and manage risk effectively.

This launch reaffirms Activam’s dedication to supporting the evolving needs of the adviser community with high-quality investment solutions.

Robert Talevski, Activam Group Managing Director and Founder said: “We are thrilled to be offering access to the Activam Multi-Asset SMA investment portfolios through North. Our investment team takes an active approach to portfolio management, bringing together our extensive experience, knowledge, and best ideas.”

“The demand has been fantastic, as we stay committed to delivering exceptional opportunities and outcomes for advisers and their clients, through quality and performance focus.”

Kristina Benkotic, Activam Group – Head of Strategic Growth & Partnerships said: “We are excited to expand our partnership with North, our commitment is to partner and grow with financial advisers and wealth practices providing investment options that deliver best outcomes for their clients, this launch meets the rising demand for dynamic portfolio management solutions.”

Edwina Maloney, AMP Group Executive, Platforms said: “North also continues to invest in optionality and choice by giving advisers the confidence that their platform is the easiest to use in the market with a growing range of tailored investment solutions and best of breed functionality.”

“That’s why we’re thrilled to be welcoming Activam to our platform with six new managed portfolios on North, as we continue to set the pace with the fasting growing offer in the market.”

“Thanks to this partnership, North is offering advisers access to an extensive new range of actively managed portfolios with diversified risk profiles across different styles, investment timeframes and exposures that help drive advice practice efficiency whilst also lowering its cost to serve.”

The post Continued demand drives expansion: Activam Group launches Multi-Asset Series SMA Portfolios on North Platform appeared first on AdviserVoice.