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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MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
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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.