Ralton Asset Management Portfolio Manager Will Riggall describes multiple ways a separately managed account can help financial advisers service their clients better:
1) Tax efficiency
2) Easier way to communicate to end client with better conversations
3) Ownership of stocks in the hands of the investor
That’s in addition to the business time saving (estimated at 14 hours per week), corporate actions potentially taken care of and an efficient pathway to scale up the business.
For more information of Ralton’s Australian Equity portfolio solutions, reach out to Copia’s Distribution team.