Company lists · Data refreshed November 2026

Top 25 Tactical asset allocation managers based in Australia

RevenueBase identified 91 company matches for tactical asset allocation managers associated with Australia as of November 2026 and tracks 1,081 professional contacts across them, including 409 with verified work emails. Sydney is the largest hub.

This list covers company matches for tactical asset allocation managers associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
91Companies
1,081Contacts tracked
409Verified emails
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The 25 largest tactical asset allocation managers based in Australia

Ranked by team size
Top 25 of 91 company matches for tactical asset allocation managers based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-500137 contacts →

Exact match

“At MLC Asset Management, clients have trusted us to manage their investments for almost 40 years, and we have a strong history of innovation and growth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202651-20055 contacts →

Exact match

“Prime Value Asset Management is a multi-award winning, boutique Australian investment manager with an impressive history of building wealth with investors since 1998.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchSydney Cbd, AustraliaHQ recorded Nov 6, 202651-20036 contacts →

Exact match

“T.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Atrium Investment Management is a specialist global investment management firm based in Sydney.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchCoffs Harbour, AustraliaHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“GOWINGS INVESTMENT PHILOSOPHY Investments are made across different asset classes to take advantage of changing economic cycles.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchSouth Yarra, AustraliaHQ recorded Nov 6, 20261-1019 contacts →

Exact match

“Ascalon is an institutional-grade investment consulting and asset management service.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchManly, AustraliaHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchBondi Junction, AustraliaHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“A global funds manager founded by John Hempton and Simon Maher.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“Alpha Vista is an investment manager applying rigorous scientific research and quantitative analysis to global capital markets.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchAdelaide, AustraliaHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“At Platypus, we strive to make the All Ordinaries look, well, ordinary.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchPerth, AustraliaHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Many people associate financial planning with retirement – but it is much more than that.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchBrisbane, AustraliaHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“Superior risk-adjusted returns across all strategies and innovative investment products for our partners and investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchSurfers Paradise, AustraliaHQ recorded Nov 6, 202611-509 contacts →

Exact match

“Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Armytage Private is a boutique investment specialist majority owned by members of its investment team and key executives.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchCremorne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Fin-X is a global multi-asset full-service investment advisory firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Daintree Capital is a boutique investment management firm which specializes in building fixed income credit portfolios.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchManly, AustraliaHQ recorded Nov 6, 202611-507 contacts →

Exact match

“Value Investment Partners is a tactical asset manager with a focus on wealth preservation and risk reduction that has consistently delivered excess risk adjusted returns through a…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-507 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchBrisbane, AustraliaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 91 tactical asset allocation managers based in Australia

See the full list, filter by size, metro and specialty, and access 409 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tactical asset allocation managers based in Australia at a glance

As of Nov 6, 2026
37.8%Verified-email coverage
11.9Average contacts per company
1-10Median size (employees)
41.8%Largest-city concentration · Sydney
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
60
11-50
21
51-200
4
201-500
1
1,001-5,000
1
5,001-10,000
1

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 91 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Australia whose business descriptions match “tactical asset allocation managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 409 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Tactical asset allocation managers by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “tactical asset allocation managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tactical asset allocation managers are there based in Australia?

RevenueBase identified 91 company matches for tactical asset allocation managers associated with Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

MLC Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most tactical asset allocation managers?

Sydney leads with 38 company records, followed by Melbourne (14) and Brisbane (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 409 professional contacts with verified work emails tracked across these 91 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.