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MacKenzie Coultas has a fast growing portfolio of clients that incorporates managed investment schemes with over $565M of FUM and in excess of 1300 unitholders.
We provide administration support for investment groups based in Sydney, Melbourne, Adelaide and Perth.
Our clients include:
- Columbus Investment Services Ltd
- Equity Trustees Limited
- Fitzpatrick Dealer Group
- Premier Asset Management Ltd
- Patriot Asset Management Ltd
- PCI Equity Pty Ltd
- Technical Investing
- SA Capital Funds Management
- Lime Street Capital
- Falcon Capital
- LMWI Funds Management Ltd
The investments managed within the clients portfolios include Australian listed equities, international equities, unlisted equities, managed funds, cash, direct property and derivatives.
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