How to ready your business for managed accountsBY JASON KOMADINA | VOLUME 8, ISSUE 1 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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GQG outflows worsen, ousted from ASX200
GQG Partners' continued slump in performance continues as net outflows for funds under management (FUM) stood at US$4.3 billion in August alone, and worse, the firm has been bumped out of the ASX200 index.
Mirova sets up shop in Australia
The sustainable investing arm of Natixis Investment Managers has established a dedicated private assets team in Australia to support the continued growth of Mirova's Energy Transition Infrastructure (MET) activities.
Maquire-led consortium acquires SI Solutions
Macquarie Asset Management (MAM) has agreed to acquire a majority stake in structural integrity engineering firm SI Solutions from private equity firm MidOcean Partners, alongside co-investors that include UniSuper.
EQT ramps up investments on Asia-Pacific mid-market plays
EQT has launched an evergreen private markets strategy focused on Asia Pacific, giving eligible individual and institutional investors access to the investment manager's regional private equity platform through a single vehicle.
Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
Expert Feed
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There are several considerations for advisers seeking the managed accounts which will best fit their practice.
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I totally agree, we transitioned to managed accounts around 2 years ago, portfolios are managed effectively and altered very efficiently as needed, reducing risk. This enables me to concentrate my efforts on my clients needs and ensuring I reduce their risk further in other areas that I may not have had the time to do previously. The additional time I spend with my clients has certainly enhanced relationships.