Who and what is driving managed accounts?

What is driving the upturn in interest in managed accounts and who are the major beneficiaries?

That is the question which sits at the centre of Money Management’s new research exercise which seeks to get to the bottom of the rise and rise of the managed accounts sector which, in turn, has helped give new impetus to the platform industry and notable players such as netwealth and HUB24.

It is a sector which has so far given rise to the creation of new industry representative bodies, the public listing of platform providers and the reshaping of institutional offerings, but who is really securing the spoils?

Related News:

Advisers who complete the survey will be in the running to win a bottle of Penfolds Grange Hermitage wine. Please take a few minutes to complete our survey.

Results of the research will be announced at Money Management’s Future of Wealth Management event to be held on the Gold Coast in August.




Related Content

OneVue, Watershed deliver account solution to Kuda Wealth

Boutique advice group Kuda Wealth is moving its high net worth clients to Watershed Funds Management’s managed accounts solution using OneVue’s pl...Read more

Macrovue global share SMAs available via Praemium

Macrovue has announced that the first three of its 22 thematic global share portfolios would be available as separately managed accounts (SMAs) via pl...Read more

More advisers embracing managed accounts

With the use of managed accounts a popular discussion topic within the industry so far this year, the latest research from Investment Trends has sugge...Read more

Author

Comments

Add new comment