Managed Accounts …Explained

Over the years, there has been much developments with managed accounts, and with it has brought on a myriad of terminology and acronyms that unlike the firm 'legally defined' boundaries of a ‘unit trust’, the boundaries and differentiations are somewhat less rigid, and in many cases overlap. Many have been confused by this, which has [...]

By | September 21st, 2018|Managed Accounts|0 Comments

Managed Accounts – What is all the fuss about ?

I came across this article that I wrote about in 2006 which may have been a tad ahead of the banking and financial services royal commission that is currently on in Australia. Interestingly the message is still very valid though - how managed accounts stand to change the investment management landscape... ITMAMarch06

By | August 24th, 2018|Managed Accounts|0 Comments

Managed Accounts : Buy Side or Sell Side ?

THE POINT BEING : SMAs are becoming sell side if they package up an MIS like a product. The god is the PDS not the client.

By | September 6th, 2016|Managed Accounts|0 Comments

SMAs are Not Enough

Interesting article highlighting the lack of clarity between SMAs / Platforms etc. It would appear that this has begun to be a war of words rather than of service levels to clients. Limited investment choice By Vishal Teckchandani Mon 08 Sep 2008 Using SMAs alone to build client portfolios does not provide enough asset class [...]

By | September 7th, 2008|Managed Accounts|0 Comments