Managed accounts represent the most recent addition to the range of managed investment portfolio solutions available in Australia. Managed accounts do not pool client assets for investment purposes; however, they are generally still able to provide access to economies of scale due to their collective bargaining ability. A managed account is a type of account […]
IMA
The A to Z of managed accounts
The managed account universe is becoming an alphabet soup of offerings. Crystal Wealth provides a dictionary of terminology to help investors understand the different types of investment services being offered today. Managed accounts are quite different to managed funds. With a managed fund, units in the fund are bought at a given price and investments […]
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.