A bespoke approach While separately managed accounts have stolen much of the limelight in recent years, senior private wealth adviser Fanoula Stathatos is giving her clients exactly what they want via individually managed accounts. Cassandra Baldini writes.
 On the horizonTim 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 ...  Harvesting wisdomWith a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and ...  A process for the betterEvalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better ...  Cut throughEthical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. PAGE: 1 |
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Further Reading
Cover Story
On the horizon
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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