Dynamic Asset manages class-leading managed accounts for Australian financial advisers and their clients. The investment portfolios are designed to meet very specific investment goals across liquidity and risk-return criteria. The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across both super and non-super means that Dynamic Asset provides the most complete Managed Account solution in Australia. Dynamic Asset is Australia’s only whole-of-business, turn-key solution that answers the challenges that advisers face today. It's a business solution for advisers that's specifically designed to: * Boost profitable growth * Deliver business scalability * Offer a differentiated value proposition * Increase client understanding, engagement, retention and referrals * Increase business efficiency * Reduce administration and service costs * Provide the benefits of contemporary technology and tools * Deliver bespoke and scalable portfolios that match client goals * Simplify risk management and compliance
| Website | http://www.dynamicasset.com.au |
| Employees | 6 (2 on RocketReach) |
| Address | 84 Pitt Street, Sydney, New South Wales 2000, AU |
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| Industry | Financial Services |
| Keywords | Portfolio Management, Managed Accounts, Investment Advisory, Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Investment Solutions, Wealth Advisory, Portfolio Optimization, Risk Management, Retirement Planning, Account Management, Investment Consulting, Liquidity Management, Financial Services, Financial Technology, Capital Preservation, Return Maximization |
| Competitors | Morgan Stanley, BlackRock, Vanguard Australia, State Street Global Advisors, Perpetual Limited, Colonial First State, AMP Capital, Winton, Fidelity International, QIC EUROPEAN INVESTMENT SERVICES LIMITED +34 more (view full list) |
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Matthew Walker is the Director of Dynamic Asset.
2 people are employed at Dynamic Asset.
Dynamic Asset is based in Sydney, New South Wales.