MDA Portfolio

We’re proud to be one of a select number of firms licensed to offer a Managed Discretionary Account service.

These kinds of arrangements are perfect for those with busier lifestyles, who live overseas, or simply want to remove the stress of investment decisions from their lives. Managed Discretionary Accounts give us the power to manage your investments for you without express approval on every investment. If we spot an opportunity, we can jump on it quickly to get you the best results. However, we do not (and we are not authorised to) open new accounts, withdraw funds or contribute funds to your investment.

What are the risks associated with using the MDA service?

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How can I instruct Meridian Wealth to exercise rights relating to the financial products in my portfolio?

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Is an MDA right for you?

Contact Meridian Wealth Management and we will discuss the level of service that suits your needs