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Our Services

Managed Accounts

Evans and Partners Managed Accounts provides a comprehensive investment administration platform that delivers consolidated portfolio reporting and allows investors to tailor an individual portfolio from a menu of Model Portfolios managed by Evans and Partners Pty Ltd.

The benefits of Evans and Partners Managed Accounts

  • The investor retains beneficial ownership of the underlying investments.
  • Full transparency of underlying investments.
  • Ease of administration.
  • Effective tax management of investments.
  • Customisation of individual portfolios.
  • Full audited portfolio reporting (including tax).
  • Online up to date access on investments.