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Like managed funds, managed accounts can offer lower management, custody and execution costs than retail broking fees.
You and your client can view the underlying securities held.
In changing markets, you can track the performance of individual holdings.
Managed accounts offer the advantages of dynamic asset allocation, allowing investment managers to move in and out of asset classes quickly to take advantage of emerging opportunities and manage risk.
Managed accounts can provide tax benefits as the tax positions for direct equities are the client's own. Portability of underlying holdings can also help manage any tax implications.
Watch this short video to hear two of our managed account experts, Cameron Garrett and Bianca De Melo, prepare for a managed accounts discussion with an adviser.
Similar to how we have a menu of approved managed funds for you to invest in within Macquarie Wrap, we also have a menu of approved SMAs ready to go – over 75 models across 18 managers. See below for a full list of our approved SMA managers and models.
This option provides the quickest way for you to start using SMAs in your business and realise the benefits they can deliver to you and your clients. You can take advantage of a specialist investment team managing the portfolios and free up more time to spend with your clients.
Jointly manage your SMA model by sharing the responsibility with an experienced and qualified partner. For example, you can work along-side an external investment provider who sets the investment strategy and decisions.
You may have some, but not all of the capability to build your own SMA. This is a good option where you can hold on to some of the responsibilities, and leave the rest to a specialist team who are experts in the field.
If your firm has investment management capability backed by a robust strategy, set of controls and methodologies, you may be able to build and/or bring your own SMA to our platform.
You can use your own RE structure, or appoint Macquarie as the RE, and keep full control of the investment solution and maintain greater flexibility in determining your investment decisions.
Learn more about the SMA options available to your clients through our wrap platform.
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If you'd like to speak to a specialist about how our expertise can help build your business, get in touch.
