Bellmont Securities added to Hub24

posted on January 22nd, 2015 by Bellmont Research Team

Boutique portfolio manager and broker Bellmont Securities is set to offer its two SMA offerings to financial advisers via the Hub24 platform.

Speaking to ifa, Bellmont Securities director and co-founder David Montuoro said previously its Core Equities portfolio and Buy-Write portfolio were only available through Linear, but will soon be available through Hub24.

“We are definitely in a process of increasing our distribution,” Mr Montuoro said.

“We’re looking to work with leading providers, so we are excited to be doing some work with Hub24 – one of our portfolios will launch with them shortly, and the Buy-Write [portfolio] might take a few months before we actually bring that across as well.

“We are particularly excited about Hub24, [because] of the growth they have gone through over the last few months. They’ve been winning over a large number of advisers, managers and they have seen huge growth in their [funds under management],” he said.

Mr Montuoro also said Bellmont Securities will continue to roll out its SMA portfolios across other platforms, including Netwealth in the future.

– See more at:

http://www.ifa.com.au/news/14140-bellmont-securities-added-to-hub24-sma



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