Institutional grade experience and tools
Axial offers benefits for both wealth managers and their investors. It provides wealth managers with a cutting-edge platform and world-class tools to build and manage custom solutions for their investors. This enables them to deliver institutional grade investment solutions and an institutional quality experience to their clients, at low minimum investment levels.
Why do wealth managers need managed accounts?
The benefits of the Axial platform are summarized below. Please also refer to the Additional Disclosures and Disclaimers link below for a summary of other considerations.
Individually customized investment accounts tailored to investor needs at the security, sector, theme or market-level.
Investors can set an ethical screen according to their interests.
Fit for purpose strategies
Single channel to access a network of top-tier asset managers to deliver managed account solutions.
Broad menu of options
Multi-asset manager, multi-strategy menu across asset classes, accessed through a single relationship.
Institutional quality performance reporting for each investor’s account.
Beneficially owned by each investor, allowing investments to be made through direct ownership of underlying securities held in custody at the wealth manager.
In depth analysis and statistical reporting on all available investment strategies, providing consultant-quality insights for investors.
Access to up to date insights for investment portfolios including performance attribution, allocation analysis and underlying security holdings research.
Wealth manager benefits
Single channel access
Wealth managers establish a single contract with Axial through which they can access the full range of investment strategies available on the Axial menu.
Curated investment menu
Investment strategies are made available at the wealth manager’s selection, including potential additions to the investment menu, subject to Axial’s due diligence review and confirmation.
All investment strategies are subject to Axial’s due diligence and ongoing monitoring to confirm that they continue to be fit for purpose.
Risk tolerance assessment (RTQ) tool
The Axial evaluation tool assists wealth managers to assess an investor’s risk profile, and match suitability with investment strategy selection.
Investment Proposal Generation (PropGen) tool
Axial provides wealth managers with a tool to automate a customized investment proposal using inputs from the wealth manager and client, depicting the investor’s risk profile and investment strategy selection.
Axial supports wealth managers to create their own branded marketing collateral, using a template of analytics and profile materials, and also deliver customized investor reports that can be tailored to suit their preference.
Account features for investors can be set according to the wealth manager’s discretionary requirements – for example, minimum account size, currencies, etc.
Axial provides initial and ongoing support for the wealth manager’s program, including delegation of discretionary investment responsibility and operations to Axial, allowing the wealth manager to focus resources on client investment suitability and selection, and ongoing relationship management.
Axial assists the wealth manager’s home office and relationship managers with automated workflow to onboard, monitor and manage investor accounts.
Discover the benefits of managed accounts
Axial Partners Limited
Level 19, West Exchange Tower
322 Des Voeux Road Central
Sheung Wan, Hong Kong
+852 3975 2336
Copyright © 2018 Axial Partners Limited. All rights reserved.
Axial Partners Limited (“Axial Partners” or “Axial”) is incorporated in Hong Kong and is duly licensed by the Hong Kong Securities and Futures Commission under CE no. BIZ186 to conduct type 9 (asset management) regulated activities. It only provides services to “professional investors” as defined in the Hong Kong Securities & Futures Ordinance.
The material on this website is provided for information purposes only and is intended only for recipients who are “professional investors”. Nothing in this website is directed at or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of, or located in, any jurisdiction in which the direction, distribution, publication or use of any material in this website would be contrary to any applicable law or regulation, or which would subject Axial Partners Limited to any additional registration or licensing requirements in respect of that jurisdiction.
Professional investors only
Axial Partners Limited offers and provides services only to investors that it has assessed and verified to be institutional professional investors or corporate professional investors who have passed the CPI assessment in accordance with the Code of Conduct for Persons Licensed by or Registered with the Securities and Futures Commission (the “SFC Code of Conduct”).
It is the responsibility of each such institutional professional investor and corporate professional investor to make its own determination and decision as to the suitability of any investment option for its particular requirements, circumstances and objectives, and Axial Partners Limited offers no advice on the selection of any investment strategy or solution, or its suitability for any particular investor.
Nothing in this website shall be construed as being offered or available to or suitable for any entity or person which is not an institutional professional investor or corporate professional investor who have passed the CPI assessment (as defined in the SFC Code of Conduct).
General information only
Information provided on this website is general in nature and does not constitute financial or investment advice nor does it constitute an offer of, recommendation or solicitation for any investment product.
It is intended only for general information purposes for licensed financial intermediaries, licensed investment managers or advisers, or qualified institutional or corporate professional investors.
No representation of accuracy
Axial Partners Limited has taken reasonable care in providing this information, and will endeavor to update this website as needed. However, information can change without notice and Axial Partners Limited does not guarantee the completeness or accuracy of the information on this website at any particular point in time.
No express or implied representation, guarantee or warranty is made as to the accuracy, completeness or timeliness of the information contained herein, and Axial Partners Limited as the provider of this website expressly disclaims any and all liability based, in whole or in part, on any information contained herein, errors therein or omissions therefrom.
Illustrative examples only
The investment strategies and solutions described in this website are provided by way of hypothetical example for illustrative and reference purposes only, and may be subject to change at any time without notice.
Axial Partners Limited makes no representation that any of these investment strategies or solutions represents an investment portfolio that is currently in existence or implementation, or that it has any formal agreements or arrangements in place that allow it to provide any particular investment strategy or solution at any point in time.
No representation of suitability
No information provided on any investment strategy or solution should be construed as being specific to the investment objectives, financial situation or particular needs of any investor.
Axial Partners Limited makes no representation that a “managed account” is suitable for any investor by comparison to any other alternative investment structure, vehicle or methodology.
Axial Partners Limited takes no responsibility for the suitability of any particular portfolio or investment for any specific investor, and does not provide advice on the selection of any investment strategy offered on the Axial Platform, which is solely the responsibility and decision of the relevant investor or their external advisers, and should be based on their own specific circumstances and objectives.
No offer or solicitation
Nothing in this website shall be construed as an offer, solicitation, advice or recommendation to enter into any contract, transaction or arrangement of any kind with Axial Partners Limited or any other party, or as providing any advice to buy or sell any securities or other investments.
Nothing in this website represents any offer, commitment or obligation to enter into any arrangement with or provide any services to any party.
Nor shall any securities or investments of any nature be construed as being offered or sold to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of that jurisdiction.
Nothing in this website is directed at or intended for distribution or publication to or use by, any person or entity who is a citizen or resident of, or located in, any jurisdiction in which the direction, distribution, publication or use of any material in this website would be contrary to any applicable law or regulation, or which would subject Axial Partners Limited to any additional registration or licensing requirements in respect of that jurisdiction.
Investment advice from third parties
Axial Partners Limited has entered into and proposes in the future to enter into certain Investment Advisory Agreements with licensed asset managers or advisers, and certain Index Licence Agreements with certain Index Providers, under which those Investment Advisers and Index Providers provide information and advice to Axial Partners Limited for the purposes of assisting it to provide investment portfolios on the Axial Platform.
Some of these Investment Advisers and Index Providers may also have other relationships with Axial Partners Limited, including an equity stake in the capital of its parent company, Managed Account Partners (Holdings) Limited.
Past performance is not indicative of future performance and is no guide to future returns.
The value of investments and the income from them is not guaranteed and can fall as well as rise due to stock market and currency movements.
When investments are sold, the investor may get back less than the original investment amount.
No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.
Certain portfolios may invest in emerging markets. It should be noted that these markets have additional risks associated with local custody and registration practices that may be less developed than more mature markets.
Specific risks associated with individual investment strategies and solutions will be further explained in the detailed information provided – please refer to these additional explanations and disclosures.
Tax treatment will depend on the individual circumstances of the investor, and may be subject to change in the future. Investors are recommended to obtain their own independent tax advice from a suitably qualified tax professional.
Unless otherwise specified, copyright of information provided on this website is owned by Axial Partners Limited. The copying, dissemination, reproduction or distribution of any information contained in this website is strictly prohibited.