
Thesan Asset Management announces a strategic partnership with Nexus Private Financial Planning to launch a Separately Managed Account (SMA) via the Macquarie Wrap platform for their Financial Planners.
Thesan Co-Director, Paul Cartmill said: “Thesan is excited to enter 2022 in partnership with such a highly regarded wealth management firm such as Nexus. Nexus is dedicated to achieving superior investment returns for their clients over the longer term, and Thesan is delighted to assist Nexus in achieving that goal.”
The Altitude Global High Growth SMA has been specifically designed for Nexus and is invested in a diversified portfolio of international and domestic equities. Thesan will act as subadvisor to the Macquarie Wrap and will be managed along with the Individual Managed Accounts and Income Fund currently offered by Thesan.
Director of Financial Planning at Nexus, Matt Tuton said: “The SMA structure provides a flexible format that could be offered to achieve greater scale and efficiency for delivering solid investment returns for clients. It was exciting to learn that Thesan launched this offering on the Macquarie Wrap, as Macquarie is recognised and trusted by many of our Australian clients. The analysis, advice and responsiveness shown by Thesan in developing this SMA has been impressive and where appropriate, we are looking forward to recommending this investment option for our clients while continuing to work with Thesan to ensure that they are achieving our clients’ investment objectives.”