Our solutions

Dynamic Managed Accounts
Professionally managed and constructed multi-asset portfolios that cover a diverse range of risk profiles. The portfolios combine long-term strategic positioning with disciplined dynamic asset allocation.

Ethical Managed Accounts
Designed for investors whose priority is investing in a way that aligns with their values. Our multi-asset ethical diversified portfolios are constructed from Betashares’ market-leading range of ethical ETFs and Australian equities.
Betashares Investment Committee
Drawing on deep experience in investment markets, the Betashares Investment Commitee is responsible for overseeing all asset allocation and investment selection decisions with the Betashares portfolios and ensuring that each portfolio remains aligned with client objectives.
Our philosophy
Experience
We draw on decades of specialist investment expertise, with a deep understanding of asset allocation, portfolio construction and risk management.
Expertise
We are leaders in researching and analysing exchange traded products and have a unique capability in developing market leading investment solutions.
Understanding
We understand the distinct needs of the Australian investor and make investment decisions locally with their investment needs in mind.
A branch of Trellia Wealth Partners
Founded by Betashares, and InvestSense, Trellia Wealth Partners is a true partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice. The Betashares Managed Accounts are the indexed-based investment solutions within the Trellia Wealth Partners offering.