Wealth Management Platforms and the Changing Expectations of Australian Investors

Australian investors increasingly expect wealth management platforms to give them more control over their portfolios while being clearer about costs and where assets are held. To meet that combination, Nucleus Wealth lets investors personalise their portfolios while keeping client assets with independent custody providers.

 

Investors want access to alternative assets

 

Investors are looking beyond traditional shares and bonds and are considering alternative assets, from private credit to infrastructure and private equity. Many are looking for a wealth management platform that can make these investments more accessible through options such as lower minimum investment requirements and evergreen fund structures.

 

Having these choices in one place such as the Nucleus Wealth platform can give you more ways to build a portfolio around your investment strategy. This can be useful if you want exposure beyond listed markets without opening separate accounts elsewhere.

 

Investors expect greater transparency

 

Investors these days also want to understand the fees that come with their investments. When you know what you’re paying for, you can easily understand what investing will actually cost. You can also avoid unexpected fees that could take more of your returns over time. Think about this when comparing wealth management platforms, and choose a service that’s transparent with every cost, from investment fees to trading costs and platform charges. Nucleus Wealth sets out its investment and platform fees clearly. Nothing is buried in fine print.

 

Investors want more say in what they own

 

Every investor will have different things in their portfolios. After all, where you invest your money depends on personal factors, from your financial goals to market outlook and even your personal values.

 

A flexible wealth management platform can give you the benefits of passive investing while still allowing you to make more active decisions about your portfolio.

 

Here at Nucleus Wealth, you can personalise your portfolio using more than 50 screens and tilts. You can adjust your investments according to your ethical preferences or investment views while choosing from active and passive portfolio options.

 

Investors are paying closer attention to custody

 

Given the amount of money tied up in a portfolio, it’s only reasonable to want to know where your investments are held.

 

At Nucleus Wealth, we manage portfolios focused on securities such as blue-chip Australian and international shares, along with government bonds and cash. Our independent providers include Interactive Brokers and DASH, which hold assets, while our global custodians include J.P. Morgan and HSBC.

 

This structure gives you additional separation between investment management and asset custody.

 

 

Invest with greater control

 

Sign up here at Nucleus Wealth today and see how our wealth management platform can help you build a portfolio around your goals and preferences.