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.
Trade Update & Q3 2022 Multi-Asset Performance!
After a difficult February our multi-asset portfolios achieved strong outperformance during March, despite both bond and equity markets continuing to suffer significant volatility. We have continued to actively adjust our exposures, and overall as markets rallied in late March we boosted the levels of ‘dry...
Performance December 2021
December Scoreboard The Watershed Multi-Asset Portfolios rounded out a very strong Calendar Year 2021 in the December Quarter outperforming our competitors and respective benchmarks in every risk category as shown in the performance tables below.
‘High Growth’ Portfolio Option now avai...
We are very pleased to share the news that our ‘High-Growth’ multi-asset portfolio option is now also available on the Hub24 Platform. The portfolio was initially launched on the OneVue platform, where it has a 5-year (launched July 2016) performance history.
In a very challenging month for investors – the Watershed Portfolios all delivered substantial outperformance against their benchmarks. Of particular note was that our Conservative and Balanced Portfolios achieved a strong positive return despite their benchmarks falling into negative territory – highlight...
Rethinking Defence in Volatile Markets – Sept...
Markets fell into negative territory in September, with two emerging risks impacting investor sentiment: 1. Slowing Growth in China – the near-collapse of property developer Evergrande sparked fears that it would trigger a broader economic slowdown. In addition, the Chinese government intensified its re...
Addition of Pimco Trends Fund
Addition of Pimco Trends Fund Much of our recent commentary has centred around valuations and the fact that markets are effectively priced to perfection in an environment that is anything but certain. Our recent trade updates and portfolio positioning has become progressively more cautious on this them...
FY21 Reporting Season Wrap
FY21 reporting season has come to a close with the market edging higher over the period. Several key themes emerged which we have addressed below, and more than usual in a covid backdrop the focus was less on past results and more on outlook statements and how the operating environment is being impacted by...
SHOOTING THE LIGHTS OUT
SHOOTING THE LIGHTS OUT Watershed's Top Performing Multi-Asset Managed Accounts reach 5 year performance milestone on platform The Watershed Multi-Asset Portfolios rounded out the June Quarter with continued strong performance and over 5 years now have significantly outperformed all of our Managed Acc...
Concerned About A Speed Bump – June 2021 Trad...
Markets have continued their upward momentum at the start of June in what is traditionally a weak month coming into the end of the Financial Year with portfolios being reshuffled, tax loss selling etc.
Graeme Miller joins the Watershed team
Graeme Miller – Watershed Equity Analyst “I’m excited to be joining Watershed at a time when increasing numbers of advisers are shifting towards the managed account model. I am a strong advocate of Watershed’s dynamic investment process that has seen …
Downside Protection Upside Reward
One year on from the Market Crash: We analyse both downside protection and upside capture; the reason for Watershed's top of the table performance. The Watershed Multi-Asset Models finished the March Quarter remaining at the top of the performance tables across all major risk categories - Conservative...
TOP OF THE POPS
WATERSHED MULTI-ASSET PORTFOLIOS COMFORTABLY TOP THE CHARTS IN 2020 The Watershed Multi-Asset models rounded out the 2020 Calendar year with another quarter of exceptional performance. Each of our Conservative, Balanced and Growth Portfolios remain well ahead of both their respective benchmarks and ind...