What are Managed Accounts?
Managed accounts are a structure that allows portfolios to be implemented efficiently, transparently, and fairly.
The portfolio manager acts across all clients simultaneously — so decisions are applied consistently, at the same price, without the delays that come from seeking individual consent. Clients retain beneficial ownership of underlying securities throughout.
How We Work
We don't come with a prebaked investment approach. We'd rather understand yours and help you implement it. Which means we:
- Are curious about your thinking:
What do you believe about markets, diversification, active management? - Give you a dedicated Portfolio Manager and support team:
People who know your portfolio and advise on it - Build bespoke only:
Every portfolio is custom - Focus on governance you'll actually use:
Decision-making frameworks that shape how you work - Structure for shared value:
Tiered (and potentially) capped fees means clients can benefit as your practice grows
Benefits of Managed Accounts
For Advisers
- Portfolios reflecting your philosophy
- Disciplined portfolio management not constrained by review cycles
- Faster and more equitable portfolio implementation
- Real relationships with the people managing your money
- More time to focus on clients
For Clients
- Portfolios built around a philosophy they understand
- High grade investment implementation with full transparency
- Disciplined portfolio management not constrained by review cycles
- Preferential Fee arrangements with Fund Managers
Is This Right for Your Firm?
Our approach suits firms that have (or want to develop) a clear investment philosophy, value knowing who's working on their portfolio, and are building for the long term.