Showing 1 to 5 of 5 articles: TOBY POTTER | MONDAY, 11 DEC 2017 The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of managed accounts are often blurred and this is compounded by a prolific use ... Read more ADAM ROWLEY | MONDAY, 6 NOV 2017 Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations, to boldly go where no one has gone before. Read more TOBY POTTER | FRIDAY, 29 SEP 2017 There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider Read more CHRISTIAN RYAN | MONDAY, 25 SEP 2017 So what do investors want from their financial adviser? Surely it is as simple as receiving quality financial advice relevant to their particular circumstances and objectives provided by their adviser with integrity and competence. Read more MATT HEINE | MONDAY, 14 AUG 2017 Three years ago, we set ourselves a challenge - to create a dynamic, flexible and efficient managed account platform that advisers could tailor to really suit their needs and the needs of their clients. We set out to create a real game changer, a solution ... Read more PAGE: 1 |
Latest News
Lombard Odier brings plastic circularity fund down under
|Lombard Odier Investment Managers (LOIM) is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others.
Castlerock embarks on $30m capital raise
|Property fund manager Castlerock is aiming to raise $30 million to expand its portfolio focused on government-leased assets.
GQG builds private markets unit on PAC stakes
GQG Partners is launching a private markets business by acquiring Pacific Current Group's stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn).
Mayfair 101 regains control of assets, liquidators abandon claims
The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public.
Cover Story
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.