From governance design through to portfolio implementation and reporting. We work across the full investment operating model for advice businesses.
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ASIC's 2025–26 Corporate Plan commits to surveillance of managed accounts governance, conflicts and consumer outcomes. Most self-licensed practices and mid-tier licensees don't have the internal capacity to meet these expectations with existing resources. Vertex was established to close that gap.
A documented governance structure your firm can stand behind. Committee charter, decision log, conflicts register and a review schedule that holds up under scrutiny.
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Committee charter and documented decision log
Conflicts register and selection methodology
Review schedule and oversight cadence
Strategic asset allocation and portfolio construction grounded in your firm's investment beliefs, client needs and risk parameters, with scheduled reviews that keep the portfolio aligned.
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Strategic asset allocation and construction framework
APL review and product assessment
Scheduled portfolio review and rebalancing process
From structure selection through to platform coordination, adviser communications and go-live. A managed transition with defined milestones and clear responsibilities.
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Structure design and platform coordination
Migration planning and timeline management
Adviser and client communication support
Qualitative and quantitative manager assessment with documented methodology. Shortlisting, recommendation and ongoing monitoring that your committee can rely on.
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Manager assessment and shortlisting
Documented recommendation and rationale
Ongoing manager monitoring and review triggers
Ongoing portfolio oversight with reporting your committee and compliance team can use. Performance attribution, action notes and a review cadence that keeps decisions on track.
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Attribution-ready performance reporting
Action notes and decision documentation
Defined review cadence and escalation triggers
Structured IC participation, whether you need a chair, an additional voice, or someone to run the operational cadence of agendas, packs, minutes and follow-through.
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IC chairing or participation
Agenda setting and meeting pack preparation
Minutes, action tracking and follow-through
When your firm changes providers, restructures its investment model or moves to managed accounts. Scoping, coordination and support through the transition and beyond.
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Migration scoping and stakeholder coordination
Adviser briefing materials and communication plans
Post-transition review and handover documentation
If you are currently…
Relying on a research house APL without a documented selection process
Running an investment committee without a formal charter or decision log
Considering managed accounts but unsure about governance requirements
Self-licensed or recently departed a dealer group
Managing portfolio oversight internally and finding it consumes adviser time
Advice firms from 5 to 50+ advisers, licensees at any stage of maturity, and investment committees that want additional structure or capability
Relying on a research house APL without a documented selection process
Vertex was established as a dedicated asset consulting business, drawing on the investment capability and experience built through Akambo. The team brings direct experience building investment solutions across Akambo's platform, and the two businesses work together where it supports the client outcome.
Whether you are reviewing your governance framework or building investment oversight for the first time, we would welcome a conversation.
