Santi Burridge Chief Executive Officer Corporate Development, Implemented Portfolios Pty Ltd (at time of writing) Santi is the co-founder and chief executive - strategic development at Implemented Portfolios. Santi drove the development of the unique Individually Managed Account structure and Dynamic Asset Allocation process that sits at the heart of the Implemented Portfolios service. Santi has a passion for assisting financial advisers in running efficient, scalable and profitable practices, and providing clients with a superior investment journey.
SANTI BURRIDGE | MONDAY, 7 MAR 2016 Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually managed accounts (IMAs) as investment structures. No ... Read more PAGE: 1 |
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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.
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