Events > Best Practice Series > Managed Accounts > 2018
Trends in managed accounts: From research to implementation, manager selection and monitoring
Tuesday, 11 September 2018
David 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.

Click here to download the presentation

 
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