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Why managed accounts

Why managed accounts

can work for you

can work for you

 

Increasingly popular with both advisers and clients, managed accounts combine the simplicity and scalability of a managed fund with a level of control and flexibility usually only available from a direct investment.

Efficient, scalable and flexible, managed accounts have been steadily growing in popularity. According to industry researcher Investment Trends, around a quarter of advisers currently recommend managed accounts, with another 20 per cent considering using them in future.1

And those who use them say they have brought tangible benefits to their business and their clients. 75 per cent of advisers who recommend managed accounts say they now spend less time on administration and compliance, while 60 per cent agree that their practices have become more profitable.1

Advisers who use them, love them. Most say they have made their practices more profitable.

- Recep Peker, Investment Trends

So what are managed accounts, and how do they work?

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