What to expect from our Investment Management Team

Should you choose to become an Intralink client, one of the key features of our service that you’ll experience is the sense of partnership and collaboration that we encourage and foster in our relationship with you.

It’s something we’re fiercely proud of and probably goes a long way to explaining why so many of our clients have been with us for so many years.

Certainly we want to be with you for the long haul, providing the best guidance and advice to ensure you steer the correct course, make the right choices and, in the end, realise your investment goals.

Among the many benefits of building a relationship with us at Intralink, you can expect:


Once your needs and objectives are understood, an individual (IMA) portfolio is created for you that may include stock, fixed interest, cash, property and alternative investments.


Your portfolio will typically be invested in domestic and global markets and will be adjusted to your personal situation, your investment objective and our expectation for changing market conditions.

Unparalleled service

You will always have access to not only your financial adviser, but also to members of our Investment Committee.

Ongoing Education

You will be provided with ongoing education about investing and portfolio management through a monthly investment briefing, quarterly reports, website market updates and research.


Your assets will be held by us directly in your name, or by well-known institutions specialising in asset custody. Updates are available online every day.

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