Late last year CFS launched its managed accounts offering on the mega-platform FirstChoice. What's little known is that since 2008, the fund manager has offered customised managed accounts solutions to a number of institutional clients. Over the past decade, that little offshoot has become a $7 billion FUA business.
Watch the video for our interview with Laird Abernethy, the group's head of retail sales or read the article 'Choosing the right managed account' by Peter Chun here for more.