What binds us is the belief that the industry is and will increasingly become more divided between 3 broad groups;
- Industry Super Funds, with a growing Advisory Arm,
- Bank Aligned Planners, and
- IFA’s – Independent Financial Advisers.
We clearly sit in the third – IFA camp.
Our business model is based on both; the flexibility and efficiencies gained by operating under an MDA licensing structure, coupled with the freedom of being a non-aligned licensee.
Without institutional ties and the limitations placed by conflicted ownership structures, we are able to pursue and offer a true Fee for Service model.
Our AFSL has MDA & Derivatives capabilities, plus all other traditional inclusions. There’s very little if any area of advice we cannot accommodate.
What drives us is the opportunity to work closely with like-minded groups seeking innovative ways to deliver Professional Advice, and assist them in growing their business by utilising our unique services and offering.
Each year we license a number of Advisers and Planning groupsseeking a true IFA alternative. Watershed represents the various people, stakeholders and businesses, working together to form a complete solution.
The Watershed Group, based in Collins Street Melbourne, comprises of:
- Watershed Funds Management Pty Ltd – provides MDA (managed discretionary account) services, constructing IMA (individually managed account) portfolios for Financial Planners & Planning Groups.
- Watershed Dealer Services Pty Ltd – provides traditional Dealer Services on a ‘user pays’ model.
In an environment where smaller independent dealer groups are rapidly being absorbed, Watershed presents a non-aligned licensee and portfolio service offering to independently- minded practices striving for excellence and a point of difference in their advice.
The shareholders of the Watershed Group are; Adam Rowley, Adrian Rowley and Ben Bowen. We have no institutional ties of any kind. Watershed is a private company.
The Scoreboard: TWO OUT OF THREE AIN’T BAD
Exceptional Outperformance across the board for Watershed SMA’s in April and the year to date Diversified Models at the top of the table in two out of three of the major categories Dynamic Management drove significant buying of equities and credit during March that we believe sets us up ver...
Award Winning International Share SMA – Provi...
Watershed International Share SMA: Proving Its Resilience The March quarter saw the Watershed International Portfolio continue to substantially outperform its benchmark and deliver industry-leading returns.
Delivering outperformance in challenging markets
Watershed Australian Share SMA: Delivering outperformance in challenging markets The March quarter saw significantly higher activity within the Australian Share Portfolio than would ordinarily be expected, but this has not been an ordinary market. Over the quarter we unwound the portfolio’s …
“I would like to take this opportunity to discuss our Income SMA, which we believe is uniquely positioned to experience significant outperformance during this re-correction. If this, or any of Watershed’s suite of investment solutions interests you, please …
TRADE UPDATE – March 2020
Our strategy through much of 2019 was to fade the rallies as asset classes across the board were trading at the top end of historical valuations. In an environment of record low interest rates, valuations were constantly pushed higher as …
Watershed Portfolio Update
As the Corona virus has spread across the globe, acquiring official pandemic status in the process, it has wreaked havoc on the world’s economies and financial markets. As the gravity of the virus’s impact became apparent, governments worldwide began devising …
Executing A Strategy
The March quarter saw the Watershed International Portfolio continue to substantially outperform its benchmark and deliver industry-leading returns.
Swimming Against The Stream
Swimming Against The Stream Advisers that read our market commentaries will know that for some time now we have been increasingly cautious on the outlook for equities both domestically and abroad (See mailout ‘Is a Bubble About to Burst?). As …
Shantelle Lay, our new Business Development Manager
Shantelle Lay - Watershed Business Development Manager “I am passionate about working with clients to better understand their needs and deliver their desired investment outcomes. I am really excited to be joining the Watershed team because I believe we have the investment team and the product to delive...
Large or Small investment teams…who’s r...
Our experience has been markedly different, with our much larger Investment Committee structure of yesteryear proving cumbersome and far more cluttered in terms of management. We have found having a more concentrated portfolio management team who, whilst having a niche sectoral expertise, are integrated a...
Watershed High Growth SMA update – March Qtr ...
The Watershed High Growth Multi-asset portfolio returned 8.91% over the March quarter, underperforming the Morningstar Australian Multi-sector Aggressive Total Return Benchmark (in AUD) by 1.45%.
Watershed Growth SMA update – March Qtr 2019
The Watershed Growth Multi-asset portfolio returned 8.08% over the March quarter, underperforming the Morningstar Australian Multi-sector Growth Total Return Benchmark (in AUD) by 0.77%.