Why there should be an allocation to private assets in clients' managed accountsBY GUY SILBERT | WEDNESDAY, 27 MAR 2024 4:38PMSeparately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' portfolios and operationally.
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Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
Good article, Guy. I agree that unlisted assets should be part of client portfolios. The tricky part for advisers is making the appropriate allocation and managing the illiquidity component to accommodate liquidity requirements.
Happy to discuss this further with you offline.