Viridian combines $5.5 billion investment arms under Infinity brand

Managed account money in Australia grew by $60 billion in the twelve months to December 2025, a 25.8 per cent jump that took the market past $292.9 billion, according to the Institute of Managed Account Professionals.

Growth like that usually points to one underlying problem: the client sitting across the desk in the morning might need a $50,000 diversified portfolio, and the one in the afternoon might need a bespoke mandate built around a family trust worth tens of millions. Few investment managers are built to do both well.

Viridian merges under one brand

Viridian Financial Group’s investment arm has just made its own attempt to close that gap. The Melbourne group has merged its asset management and private portfolios (wholesale) businesses into a single brand, Infinity, bringing together portfolio management, research, middle office and distribution capability built up over several years.

Infinity now manages more than $5.5 billion, according to the company, and its client base extends beyond Viridian’s own adviser network.

The rebrand lands as Viridian, founded in 2015, enters its second decade under new leadership. Co-founder Raamy Shahien recently moved from joint chief executive to sole chief executive, after five years sharing the role with fellow co-founder Glenn Calder, who remains involved in the business.

What Infinity offers

The range Infinity now sells under one name spans retail managed account portfolios and unit trusts in Australian equities and private markets, through to bespoke private portfolios built around a single mandate. Its Private Portfolios arm supports more than 500 family groups and not-for-profits, the kind of client whose needs sit outside what a standard managed account can offer.

Shahien said the structure reflects how far apart adviser client bases have grown. “Advisers are supporting increasingly diverse client needs, from retail investors through to high-net-worth families and not for profits, requiring highly personalised investment solutions,” he said.

Chief investment officer Piers Bolger, who previously ran diversified portfolio management at BT Investment Solutions, made his position clear.

“No two clients are the same. Some are well served through diversified managed account portfolios, while others require a bespoke portfolio solution built around their individual circumstances.”

New hires and a ten-year track record

Infinity says its flagship portfolios have now run for more than ten years, among the longer histories in the Australian managed account market. It has also created three new senior roles to support the broader remit: Melissa Goodman as Head of Private Portfolios, Chris Reynolds as Head of Research and Andrew Devonport as Head of Product.

The bigger point for advisers is not the Infinity brand itself, but the shape of the market it reflects.

As managed account money keeps compounding at more than 25 per cent a year, providers are increasingly building full spectrum offers, packaged retail portfolios at one end and bespoke mandates at the other, rather than picking a single tier and staying there.

This leaves advisers with a sharper question when they assess an investment partner: not just what the flagship portfolio has returned, but whether the manager can actually service every client on their books, not only the easy ones.