MW
Matthew Walker
Director at Dynamic Asset
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Work Experience
Director
2013 - Present · 12 years
Director
May 2005 - Jul 2022 · 17 years and 2 months
Chairman
Mar 2014 - Nov 2019 · 5 years and 8 months
Company Details
2-10 Employees
Dynamic Asset manages class-leading managed accounts for Australian financial advisers and their clients. The investment portfolios are designed to meet very specific investment goals across liquidity and risk-return criteria. The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across both super and non-super means that Dynamic Asset provides the most complete Managed Account solution in Australia. Dynamic Asset is Australia’s only whole-of-business, turn-key solution that answers the challenges that advisers face today. It's a business solution for advisers that's specifically designed to: * Boost profitable growth * Deliver business scalability * Offer a differentiated value proposition * Increase client understanding, engagement, retention and referrals * Increase business efficiency * Reduce administration and service costs * Provide the benefits of contemporary technology and tools * Deliver bespoke and scalable portfolios that match client goals * Simplify risk management and compliance
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
84 Pitt Street Sydney, NSW 2000, AU
Keywords
Goals Based investingPortfolio ManagementReal Return Investingand Capital protection
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