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IMAP Awards Winner Badge 2021 Innovation

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.

Follow @DamienKlassen on Twitter or Linked In

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.

 

 

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Damien Klassen
Post by Damien Klassen
August 27, 2021
Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firm, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus Wealth, selecting stocks suggested by analysts and implementing the asset allocation. Damien started Nucleus Wealth after 20+ years in financial markets. He wanted to come up with an investment solution for ordinary investors that delivers the same types of personalised investment portfolios high net worth investors use.