Understanding the role managed accounts play in enhancing your client value proposition
Wednesday, 16 September 2020James Mantella Head of Managed Investment Products netwealth Investments Limited
Managed accounts during volatility and beyond: Understanding the role managed accounts play in enhancing your client value proposition
Managed accounts have been widely seen as a way to improve investment execution and deliver operational efficiencies at scale. In this presentation, Netwealth looks at the other side of the equation, examining in detail the benefits clients get from managed accounts. The presentation will consider how they can deliver superior client outcomes often in the form of personalisation, transparency, consistency (treating all clients equally), improved communication, peace of mind and potential cost benefits.