Managed accounts in the form of IMAs, SMAs or MDAs are re-emerging as a more transparent, controllable, flexible and tax-efficient way of investing than managed funds, says John McIlroy executive director of Crystal Wealth Partners. With full legal ownership of a ‘professionally managed’ portfolio of stocks resting with the investor under a managed account structure […]
SMAs
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.