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About Us

Skandia is an international investment and superannuation provider with a heritage that dates back over 150 years.

In March 2006, Skandia became part of the global Old Mutual Group. The combined group has over AUD$550 billion in funds under management across different business units, including insurance, asset management, superannuation and banking.

Globally our business spans over 40 countries across Europe, Southern Africa, North America and the Asia Pacific. This offers the Australian operation the capability to draw upon specialist information from different regions and gain from global reach and buying power.

Australia is seen strategically as an integral part of Skandiaís global business development. While our Australian operation is only five years old we have been one of the fastest growing operations within the Skandia group.

What do we do?

Skandia specialises in the provision of flexible long-term savings products, specifically:

  • Managed investments
  • Personal superannuation
  • Corporate superannuation
  • Allocated pensions

One of Skandiaís strengths is our ability to harness global knowledge and adapt it to suit the needs of our local operation. In Australia, we have utilised the expertise gained in our global operations to develop our administration platform and customise the groupís investment research process to cater to the domestic market. This has allowed us to quickly establish well-regarded products, designed specifically for Australian investors.

Why are we different

We believe the interests of investors are best served by obtaining financial advice from independent licensed financial advisers.

We do not provide personal financial advice, do not own any financial planning groups, and do not manage any proprietary assets.

Our autonomous business model drives Skandia to be client and service focused, since distribution is not guaranteed. We are committed to developing strong and effective partnerships with dealer groups, independent distributors and fund managers to ensure quality service and the delivery of world-class financial products.

Research

Our objective 4-P research process (philosophy, process, people and performance) allow us to choose investment managers from a position of neutrality and offer what we consider to be the best fund managers from both Australia and overseas. Investors can be assured that all of the approved investment funds on the Skandia investment menus have been subject to a thorough review by a proven process1 .

The result is a tailored discretionary investment menu diversified across asset class, investment manager, investment style and geographic location.

Our values, our people

At Skandia, we are passionate about delivering quality products and aim to employ people that share that passion. As an organisation we promote the pursuit of original thought and encourage people to be the best they can. Our values reflect this and are linked to everything we do.

The association we have with sailing embodies our company values and a commitment to life Beyond Money. Whether you are competing at the highest level of ocean racing or taking to the winds for the first time, it takes courage and commitment to challenge yourself against the elements. Sailing provides us with the opportunity to contribute to the community and enrich lives. We are very proud of the partnership we have formed with the sailing community and hope to continue it so that many more people have the opportunity to experience sailing as a result.




1Investors should be aware that there is a distinction between the approved and non-monitored investment funds on the Skandia menu. Funds included on the non-monitored sector of the investment menu are not subject to initial or ongoing approval using the 4-P research process.

 

 

   
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