Our Services
Partnering with leading financial advice groups to create smarter investment solutions that deliver valuable outcomes for your clients and your business.
Portfolio construction, management, and reporting – customised to meet your specific needs.
We collaborate with financial advice groups to craft solutions tailored to their specific needs and preferences utilising managed accounts to drive efficiencies.
Quilla Managed Accounts are available to advised investors only. We bring an end-to-end service that capitalises on our scale and access and provides you and your clients:
- Carefully crafted strategies
- Efficient implementation
- Diverse investment options thanks to our independence
- Market insights and reports
- Regular communications
- Consistent and reliable returns
Customised, white label portfolios
Customised and intelligent investment solutions, created specifically to meet your objectives and business requirements, coupled with a suite of supporting services designed to elevate your client experience and empower your firm’s growth.
Ready-to-use ‘off-the-shelf’ portfolios
With a track record spanning 10 years, utilise our Quilla branded portfolios through HUB24, BT Panorama, CFS, and AMP MyNorth Managed Account platforms.