Change is constant and only strong, quality advice businesses will prosper through this wave of change.
Launching our first portfolios in January 2020, Evidentia now manages over $12bn in assets for Australia’s leading Private Wealth Firms.
Evidentia has investment professionals and advice specialists based in offices in Sydney, Melbourne, Brisbane and Perth.
The combined level of experience of the Evidentia Partners and the Investment Committee uniquely places Evidentia to deliver superior investment solutions, while guiding partner firms on how to improve shareholder returns through practice corporatisation.
STRATEGY BASED INVESTINg
Just as advisers must recognise their clients’ uniqueness when providing financial advice, Evidentia builds portfolios specifically around advice strategies.
We collaborate with advice firms to build their own tailored set of portfolios covering strategies such as; asset liability matching for retirees needing income; and gearing for younger clients accumulating wealth.
OUR APPROACH
Alongside financial planners, the investment professionals at Evidentia will take care of the build and ongoing management of clients’ investment portfolios.
Traditionally, portfolios have been designed for the masses and don’t take the individual client’s specific circumstances into account. This inevitably leads to inferior results for the client.
We design and manage portfolios so that planners can focus on what they’re good at, helping their clients be the best they can be financially.
