Nucleus Wealth are delighted to have received the 2021 IMAP Managed Account Award in the Innovation category!
Innovation is a core part of Nucleus Wealth. We know a lot of companies say that, and it’s almost a prerequisite of doing business these days, but it’s a value we’ve ingrained in the fabric of Nucleus Wealth and work every day to live up to.
Winning in this category is a huge recognition of the cutting-edge technology we’ve built at Nucleus Wealth to bring personalised investing to all Australians. Managed accounts are fundamental in our ability to do this, and so we are extremely proud to receive this honour from IMAP. – Shelley George, Head of Operations at Nucleus Wealth
We want to bring trust and innovation back to finance. We believe technology has evolved to the point where retail clients can access the personalisation and quality of institutional products cost-effectively. Doing so means better outcomes for them. That’s why we’ll continue to strive to create innovative financial products, reduce our fees for investors, and leverage technology to deliver the best possible client experience we can.
Thanks to everyone involved in bringing a unique and tailored, quality investment solution to the market.
For additional details on the innovations we’ve made that were integral to us receiving this award, you can read Shelley George’s interview with IMAP about the win
You can view our acceptance of the award in the video below
Damien Klassen is Head of Investments at Nucleus Wealth.
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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.