Crystal Wealth growth is based on new acceptance of managed accounts Managed accounts resonate with advisers – clients want direct shares Their $1m clients want high conviction portfolios + ability to fine tune Crystal expects that smaller SMSFs will also demand high conviction in 2014/5 Crystal’s managed accounts beat market returns at 31 December 2013: […]
funds under administration
Crystal Wealth Partners is a privately-owned boutique financial advisory and investment management firm specialising in delivery of services to high net worth individuals and family offices.