Beyond Standard Managed Accounts

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Created for advisers that need more from their managed accounts

Advisers are looking for the next generation of managed accounts to address a broader range of client needs. Tax positions differ. Legacy assets matter. Direct equities may be required. Private markets are increasingly relevant. Multi-entity investors often hold wealth across several structures. Portfolio managers may need to be blended, not simply selected.

Our points of difference

Our most telling point of difference is our people. Decades of combined experience in managed accounts means you have access to a large reserve of know how to help you design, implement and run your managed account program. That know how is present in all arms of what Philo offers including sales, relationship management, operations, compliance and investment governance.

Beyond that, Philo offers a number of unique capabilities that can add materially to your managed account implementation.

Key Differentiators

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A digital interface showing a section titled 'Client Specific Customisations' with a subtitle 'Portfolio settings tailored to individual client needs'. Includes an icon of sliders, indicating customization options.

Supporting Differentiators

Graphic showing a semi-circular arch with the label "Wider Model Choice" and the number "06" in the upper left corner, along with the text "As many models as you need" below.
A card with the number 07 at the top left corner, an icon of four overlapping circles, and text that reads 'Multi Manager' and 'Use specialist for funds, direct equity, ESG etc'.
Icon of circular arrow indicating continuous cycle, with text '03 Adaptive Rebalancing' and a paragraph that begins with 'Supports continuous alignment across MDA and non-MDA assets.'
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Informational graphic with a dark background, displaying a large white circle with a square inside, and the text "04" at the top left and "Legacy & Illiquid Assets" at the bottom.
Sign promoting wholesale and retail MDAs, with a diagram of a circle split in half, one side with a black dot and the other with a white dot, and text describing the service for wholesale and retail clients.
Diagram of interconnected nodes with the text 'Multi Entity Rebalancing' and a brief description about managing multiple structures to one overarching asset allocation.
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Operating Across Leading Wealth Platforms

Philo Managed Discretionary Account users can operate their MDA service on Netwealth, HUB24 and BT Panorama. Use one, use two, or use all three!

Built For Advisers, Licensees and Portfolio Managers

Whether you're an advice firm, licensee or portfolio manager, Philo can help deliver managed account solutions that align with your objectives, operating model and investment philosophy.

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For Advisers

  • Broader range of asset types

  • Client-specific customisation

  • Wider choice of models

  • Greater practice scalability

  • Retail / wholesale MDA options

Adviser Solutions

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For Licensees

  • Create a whole-of-licensee framework

  • Multi-platform operation

  • Consistent managed account governance

  • Multiple portfolio manager options

  • Practice-specific tailoring

  • Dedicated licensee reporting portal

Licensee Solutions

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For Portfolio Managers

  • Access adviser networks

  • Multi-platform delivery

  • Legacy / illiquid asset support

  • Model of model capability

  • Scalable managed account distribution

Portfolio Manager Solutions

Tailored to your needs

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“Every advice firm, licensee and portfolio manager is different. Your managed account solution should be tailored to your business, at no additional cost.”

Brett Sanders, CEO — Philo Capital Advisers

Featured Insights

Philo posts regularly on points of interest concerning managed accounts on its blog page, and also produces longer white papers periodically. Some example white paper titles are shown below. Use the links below to navigate to your preferred content.

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Cover page of a report titled 'Portfolio Construction: When Blending Is Less Than the Sum Of Its Parts' with a graphic of interconnected arches.
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Click here to go to Philo's blog page
Click here to access Philo white papers
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Ready to Explore What is Possible?

Philo helps advice firms design and operate managed account solutions that align with their investment philosophy, client needs and business objectives.

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