New managed accounts venture appoints first managing partner

Yasmine Raso

Senior Journalist, Financial Newswire

15 December 2025

The managed accounts venture borne out of the merger between Betashares’ managed accounts business and InvestSense back in July, Trellia Wealth Partners, has appointed its inaugural Managing Partner, former Insignia Financial, AMP and Macquarie Bank executive Cameron Spittle. 

Spittle will spearhead all business operations across strategy and product development, adviser engagement efforts and technological capabilities, as the $10 billion firm remains committed to delivering “comprehensive, purpose-built… [and] bespoke” managed account investment solutions.

“Cameron’s appointment strengthens our leadership to support advisers with high-quality managed account solutions,” Mr Jonathan Tolub, Partner at Trellia Wealth Partners, said.

“His experience and expertise will help ensure we continue to deliver value for advisers and their clients while expanding our reach and capabilities nationally.”

A statement from Trellia Wealth Partners said Spittle’s appointment reflects the “sustained, structural growth” seen in the Australian managed accounts sector in recent years, fuelled by financial adviser appetite for institutional-grade portfolios. This was confirmed by figures released by the Institute of Managed Accounts Professionals (IMAP), showing total assets at $256.25 billion as of 30 June.

Spittle said he was looking forward to joining the team at Trellia Wealth Partners.

“The advice landscape is evolving rapidly, and advisers are looking for partners that combine strong investment governance, institutional grade rigor, operational efficiency and meaningful client support,” he said.

“Trellia Wealth Partners has been purpose-built to deliver these outcomes, and I look forward to deploying our growing institutional grade capabilities to helping advice practices take full advantage of the conducive environment for financial advice in Australia.”