Managed accounts or portfolios continue to grow in popularity among advisors. The technology offered by leading platforms enables transparency and, more importantly, portfolio personalisation at a scale not previously thought possible. Increasingly ... Read more

... cent down, their portfolio was rebalanced across the client base quickly by the investment manager of their SMA. Annika Bradley, investment governance consultant at Tynans Advice, said that the SMA provided a more equitable outcome for clients compared ... Read more