Streamline your investment service
Elston Portfolios provides an Independently Managed Account service that can
supplement or replace the investment service you are currently offering your clients.
Our IMA is built around direct asset ownership. The Elston service is actually an Managed Discretionary account where the client retains direct and beneficial ownership of the assets on individual HINs. This can:
- Increase your profitability and reduce costs for clients. Read More.
The positive effect Elston Portfolios can have on your business is quantifiable. The savings we can provide can be passed on to your clients or deliver a significant margin increase to your practice.
- Free up more of your time so you can focus on new business. Read More.
Actively managing assets to maximise after tax returns for your clients demands a lot of your time. You may even need to commit to extra staffing. Elston Portfolios takes the burden off your shoulders and frees up your time for other business development opportunities.
- Customise asset allocation to suit your practice and your clients. Read More.
Because your clients’ needs change as they move through different life stages, Elston Portfolios provides a range of portfolios designed to meet their individual needs and tax structures. In addition, we have the flexibility to customise your asset allocations to suit your clients and your practice.
- Make portfolios more portable and less taxing. Read More.
With assets held under individual HIN’s, the client retains both legal and beneficial ownership. This allows the assets to be portable and not realise capital gains tax when in transition. Direct ownership also means no inherited cost bases which are so commonly found within unitised structures.
Let's look at the figures on our calculator
The positive effect Elston Portfolios can have on your business is quantifiable.Calculate the savings to client or the extra margin that could be flowing into your practice.
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