Trends in managed accounts: From research to implementation, manager selection and monitoring
|Tuesday, 11 September 2018David Wright (Managing Partner, Zenith Investment Partners Pty Limited)|
Jonathan (Jon) Black (Director, Grant Thornton Wealth Advisory Services Pty Ltd)
- A guide on how a practice can establish and run a MA portfolio service offering
- What are the skills and competencies required to establish and run a managed account effectively within the business?
- What has been the experience for the advice business to date and what are the learnings?
- The role of research in establishing, constructing, managing and monitoring managed account portfolios.
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