We’re thrilled to have been named as a “Winner” in Morgan Stanley’s latest research report Disruption Decoded – Wealth: Brave new world which was released last Friday.

The comprehensive report highlights the structural shake-up occurring in the Australian wealth landscape, and looks at the next generation of service providers and products coming through that will commoditise and streamline an ever-increasing portion of the wealth value chain. See pages 19 and 35 for some especially great mentions of us!

HIN based Managed Accounts, the direct holding solution that avoids expensive multi-layered custodial platforms, are, we believe, the next evolution and we’re proud to see them mentioned as such in this report.

For a copy of the report or to chat about how these issue impact your business, please get in touch.