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. Upgrade your subscription to access this article
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TIM 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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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.