Why there should be an allocation to private assets in clients' managed accountsBY GUY SILBERT | WEDNESDAY, 27 MAR 2024 4:38PM Separately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' portfolios and operationally.
 A basket of explorablesThe US Election is throwing up a few scenarios that would have been unthinkable only a year ago. One step closerIt's not quite a giant leap in regulatory reform but it comes close. The end of the limited MDA no-action letter (see article) ushers in a new era and ... Sting in the fairy taleMany investors believe in the Cinderella story. They want a magic wand waved around their savings so they can enjoy a rags-to-riches lifestyle. What's in a name?The basic tenets of managed accounts haven't really changed much in recent years, but its appeal to financial advisers has.  My Wharton ExperienceAs part of the Inaugural Securitor Chief Executives Forum, I participated in a tailor-made leadership program, alongside 13 other financial planners ...  Why Are Managed Accounts Back In The Spotlight?Managed Accounts are not new, they have existed in the US for many decades and have been spoken about and offered in various guises in Australia for the ...  Analyse me: What financial advisers say about managed accountsFour in five financial advisers believe that managed accounts will either retain or increase their current popularity over the next three years. Alex ... Find your Blue OceanIn a book published 10 years ago titled Blue Ocean Strategy, co-authors W. Chan Kim and Renée Mauborgne said that an effective way for a company ... |
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Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
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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.
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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.