Wholesale Solutions.

Helping you build and manage tailored portfolios.
  • Instil confidence with clients knowing your portfolios are being managed by experts.

  • Use our extensive data and technology suites to help manage your investments.

  • Access detailed and up to the minute performance reporting and analytics.

Retail Solutions.

Cost-efficient managed accounts that deliver transparency, direct ownership of holdings and long-term returns.

Build and run your own managed accounts, keeping some of the responsibilities in-house and leaving the rest to our expert team.

ASX-only solution for capital stability, regular income and low volatility of returns. Learn More >

Newly created SMA with an expanded product universe of retail managed funds and ASX-listed investments. Learn More >

Higher returns than cash, with a medium risk profile. Learn More >


A rigorous research driven approach to exploring credit market opportunities and selecting investments.

We source and examine a comprehensive data set for every security to ensure it meets our criteria for risk and return.

Using our extensive credit market experience, we work to identify return potential and risks data might miss.

Forward-looking approach incorporated throughout the process with a focus on capital preservation.

Investment Consulting.

Helping you develop investment solutions.
  • Act as your income representative on investment committees.

  • Build a robust cash or income investment policy and governance framework.

  • Let our data analytics and research capabilities guide your asset allocation and portfolio structuring.

The BondAdviser team have been supporting our corporate bond strategies in a sub-advisory capacity for many years. They provide valuable market, investment & portfolio insights that have contributed to strong performance.

Frank Danieli, Managing Director – Principal Investments & Credit

BondAdviser’s SMA offerings have been an integral part of Innova’s fixed income strategy for many years. Throughout this time, the BondAdviser team has remained passionate, hardworking and a pleasure to deal with. We look forward to growing this relationship over years to come.

Dan Miles, Managing Director

Contact the BondAdviser team for more details or to get started.

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